Frequently Asked Questions
Isn’t estate planning just for retired people?
Is it worth setting up an EstateBox if I don’t have a lot of important papers?
Is it a complicated process to set up an EstateBox?
Our guided questionnaire will only ask relevant questions based on your previous profile answers which makes the setup process nice and simple.
How do I add physical documents to my EstateBox if it’s a virtual box?
We recommend that you scan your documents to your desktop, then upload them into each asset page. Don’t forget to delete the scanned document from your desktop- this is a good security practice to ensure your details stay secure!
What devices are compatible with EstateBox?
EstateBox can be used on any web browser, on whatever device you prefer to use. However, we do recommend a larger screen like a tablet or computer as it’s easier to input and view information this way. Mobile capabilities are in our roadmap- stay tuned!
Is it okay if I leave out information I’m not comfortable uploading?
You’re fully in control of your EstateBox which means you upload whatever you want to keep in your virtual box.
Do I still need a lawyer if I use EstateBox to plan my estate?
While EstateBox can make life a lot easier for those settling your estate, it doesn't take the place of a lawyer. Information on the website should not be considered investment, legal, accounting, financial, tax, estate planning or other professional advice.
Can I set up an EstateBox on behalf of someone else who may not be very tech savvy?
We’re currently not set up to create credentials for anyone other than the EstateBox owner but you can certainly help your loved one set up their own account and compile their information.
How should I enter valuables that are jointly owned with my spouse?
How do I add a person to my account?
When you add a contact for the first time, start typing their name in the “add a person” field, then an option to “add” will pop up below. Click on “add” to fill out more details for this contact.
How do I update information in my EstateBox that’s now outdated?
To update your EstateBox you can either overwrite a field or delete it entirely using the garbage can icon.
What happens to the information in an EstateBox when someone passes away?
When someone who has an EstateBox passes away, a delegate will need to email us at email@example.com. Once they email in, we’ll ask them for evidence to confirm the death before they’re able to see any information in the EstateBox.
How can I reset my password?
To reset your password, simply click forgot password? on the login screen. Then enter your email address and we will send you instructions to reset your password.
Please keep in mind that if you’ve signed up using a Google account, you won’t receive a password reset email from us. In this case, you will need to reset your password on their website
What should I do if I signed up but haven’t received a confirmation email?
If you haven’t received your confirmation email, have a look in your junk folder. If you still aren’t finding it, please contact firstname.lastname@example.org.
Can I use EstateBox if I don’t live in Canada?
At this point, EstateBox is only available for people who live in Canada as our security and privacy measures are based around Canadians.
How do I update or change my credit card information?
To update your credit card information, log into your EstateBox, go to Setting, click on “Subscription” and input your new credit card information.
I have an idea for a feature I’d like to see on the platform. Who should I contact?
We love getting feedback from our users! If you have an idea you’d like to see, please get in touch with us at email@example.com.
What security measures are in place to keep my information safe?
We use military-grade encryption and industry-leading technologies such as permission settings, AES-256 encryption, SSO enabled, and TLS 1.2 protocols for the transfer of sensitive information.
Can EstateBox employees see my information?
All sensitive information is encrypted and cannot be accessed by EstateBox employees.
Can I control who has access to certain documents and information?
Whether it’s your lawyer, financial advisor, or a family member, you control who accesses and views your information. We recommend you only share your EstateBox with people you trust.
How much does EstateBox cost?
EstateBox is currently available for individuals and businesses. An individual subscription is $12.99/month plus tax. For more information on business subscriptions, please contact us at firstname.lastname@example.org.
How will I be billed for my EstateBox? Is it monthly or yearly?
Does my subscription automatically renew every year?
Your subscription will automatically renew unless you let us know you’d like to cancel.
How do I cancel my subscription?
You may cancel your subscription at any time by emailing email@example.com and stating you’d like your subscription to end.
What happens to my information if I cancel my subscription?
There are two possibilities when you cancel your EstateBox subscription.