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The EstateBox 2022 Year in Review

The estate planning space is full of innovation and growth. Learn what we’ve been up to at EstateBox this year.


"The EstateBox 2022 year in review"

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2022 was another busy year for EstateBox, especially our founder and CEO Anjali Inman. We’ve had a lot of things to celebrate since we officially launched in September of 2021. Here’s a look back on what we’ve been up to this year!


EstateBox is proudly Rainbow Registered 🏳️‍🌈

We kicked off the year by receiving our Rainbow Registered accreditation through Canada’s LGBT+ Chamber of Commerce (CGLCC). This national accreditation symbolizes that EstateBox meets a stringent set of standards to ensure LGBTQ+ customers and employees feel safe, welcomed, and accepted.

According to CGLCC, the standards focus on four key areas:

  1. Policies and practices

  2. Training

  3. Commitment to inclusive leadership

  4. Culture of inclusivity.


In addition to ensuring customers and existing employees feel safe and welcome, the accreditation also helps prospective employees to easily identify 2SLGBTQ+ friendly businesses.


You can now explore the EstateBox platform for free

To help you get a sense of what a life and legacy planning platform looks like we launched our 60-day free trial! We’ve eliminated two of the most annoying parts of free trials: Giving up your credit card number and only having access to limited features. That’s right. All you have to do is enter your email address and name.


Whether you’re an individual trying to decide if EstateBox is right for you or if you’re an estate planning professional interested in offering EstateBox for your clients, you’ll have full access to the entire platform.


Anjali shared her story and her expertise - a lot!

Our founder had a busy year, earning accolades for her success as a CEO and lawyer, and sharing her life and legacy expertise with the world.


Anjali was named one of Kelowna’s Top 40 Under 40

Earlier this year, Anjali was named one of Kelowna’s Top 40 Under 40 by the Kelowna Chamber of Commerce and BDO Canada. The 40 Under 40 recognize the young, local difference-makers, leaders and entrepreneurs who are making an impact in the Central Okanagan. She was on AM 1150 Kelowna to chat with Phil Johnson about EstateBox and what makes the Okanagan such a great place to work and live. You can listen to the interview on the iHeartRadio website.


We hosted a digital assets webinar for Embrace Aging Month

Every March is Embrace Aging Month, with various in-person and virtual events that celebrate and raise awareness about positive aging in the Okanagan valley. This year's events were co-sponsored by the Institute for Healthy Living and Chronic Disease Prevention, UBC Okanagan, Interior Savings Credit Union, and Interior Health.


EstateBox was pleased to host a webinar on digital assets where Anjali covered the basics of digital assets and why they matter in estate planning.


Anjali spoke at the BC Estates Forum

Anjali also spoke at the BC Estate’s Forum presented by ADB Insights and Hammerco Lawyers, as part of the Estate Planning in the Digital Age panel. All the panelists expressed the importance of estate planners and advisors keeping up with new technology and how failing to do so puts businesses at risk of falling behind their competitors. You can watch the panel and other recordings of previous events on the Canadian Estates Forum website.


We shared more estate planning tips and tricks on the blog

Since launching our blog last year we’ve created content for both consumers and estate planning professionals. We’ve continued to work towards our mission of removing the barriers and shifting perceptions around estate planning by making it simple, inclusive, and accessible to all.

Here’s a few of our favourites, in case you missed them the first time around.


How is Life and Legacy Planning Different from Estate Planning?

We sat down with Anjali to learn more about life and legacy planning, the hardest part of making a will, and her advice for those of us who are new to planning for the future.


5 Steps to Prevent Identity Theft After Death

The risk of identity theft doesn’t end when someone passes away. In fact, identity fraud is often difficult to pick up on when users aren’t alive to monitor their accounts for suspicious activity. This article shares the steps you can take to prevent identity theft after someone you care about has passed away.


Grid of 4 images. Top left is EstateBox CEO and founder Anjali Inman. Top right is hands on a laptop computer with graphics of envelope, computer screen, lock, text bubble, smart phone, and internet logo. Bottom left a couple smiling, wearing winter jackets and toques. Bottom right is a person working on a futuristic computer screen.

Understanding the Experiences of Older 2SLGBTQ+ Adults

The discrimination and trauma many older 2SLGBTQ+ adults experienced over the course of their lives still lingers and can make them feel they need to hide who they are when entering into care homes.

Whether you’re a financial advisor, estate lawyer or care home worker, understanding the experience of 2SLGBTQ+ people will help you provide meaningful and compassionate support.


Why Estate Planners Need Modern Software More Than Ever

The estate planning industry is poised for a digital transformation. The digitization of the world and the disruptions of COVID-19 have changed how we live, how we work, and what we expect from technology — and it’s time estate planning caught up.

Our library of estate planning resources got bigger

We continue to expand our Estate Planning Resource page with new resources. Two of our favourites we added this year are Finding a 2SLGBTQ+ Friendly Care Home and How to Write an Obituary.


Finding a 2SLGBTQ+ Friendly Care Home

We created Finding a 2SLGBTQ+ Friendly Care Home in response to reports that many older 2SLGBTQ+ people fear having to go back into the closet when entering care homes. This is due to concerns about discrimination or abuse from caregivers, staff, management, and other residents. We believe life and legacy planning should be inclusive. This resource for 2SLGBTQ+ folks and their families can help make finding an affirming and welcoming care home a little easier.


How to Write an Obituary

There is no “one size fits all” template for the perfect obituary. Every life is different, so every obituary will be different. However, there are some basics that you’ll need to consider as you write. How to Write an Obituary walks you through an often difficult and painful process.


Stay in touch!

Thank you for following along this year and supporting us on our journey! Our goal is to build the best life and legacy planning platform on the market, built on the principles of privacy, security and innovation— and we can’t do that without you.


To keep up to date with what EstateBox is up to in 2023, subscribe to our newsletter below and follow us on LinkedIn, Twitter, Facebook, and Instagram!

While we’re passionate about all things estate planning, we’re not professionals. We recommend speaking with your lawyer or financial advisor when putting together an estate plan.

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