Why I Created EstateBox: Transforming Estate Planning into Life and Legacy Planning
Updated: Mar 6
My name is Anjali Coyle and I’m the founder and CEO of the estate planning platform EstateBox. Behind every brand is a story; this is mine.
Two years ago, I was diagnosed with Stage 3 Breast Cancer. Receiving a cancer diagnosis sparks different emotions and actions for everyone.
Aside from being faced with my mortality, one of my biggest worries was that my husband didn’t know a lot of the key details of our lives.
I started to panic, thinking that, as organized as I was, I hadn’t organized these important details—things like our will, insurance documents, assets, our charitable donations, and more—with him in a way that he could easily find them.
I realized that if I were to pass away, my husband would be left with a stressful treasure hunt to find those key details during an already stressful time for my family.
My time was suddenly limited and especially valuable. Between all of the doctor’s appointments, treatments and surgeries, I wanted to make the time I spent with my family as meaningful as possible.
I have over a decade of experience in legal, tech and startups, working with brands like Shaw and Wealthsimple, as well as other fintech, AI and blockchain companies. I've always been a problem solver; that's why I was drawn to tech.
I knew there had to be a better way to organize my life and legacy but I wasn’t finding the product I was looking for. I wanted a platform that would not only make life easier for my family if I passed away but would also help keep my life organized today so I could focus on the things that matter most: my family and my health.
This is how EstateBox was born.
Think of EstateBox as a virtual box containing all your key details, documents, and digital assets. We use software and an educational, user-friendly design to make it easy, affordable and convenient to create a secure online life and legacy plan.
At EstateBox, our mission is to remove the barriers and shift perceptions of estate planning by making it simple, inclusive and accessible to all.
Our goal is to be the best life and legacy planning platform built on the principles of privacy, security and innovation. To help us reach that goal, we’ve worked with experts including estate planners, lawyers, healthcare professionals, and wealth managers to inform all aspects of the platform from the ground up.
One thing I've learned in that past two years is that estate planning is more than simply diving up your assets when you die; it's building a vibrant and lasting legacy with the life you live.
EstateBox doesn’t just collect and store your estate documents in a safe and secure online platform. It will also help you stay organized and reduce anxiety about the future. We’re excited to release an upcoming iteration of the platform that includes reminders to update or renew your insurance and other important documents like passports.
I don’t want anyone else to be spurred to action by stressful or challenging times like I was. With EstateBox, you can get ahead of the unexpected and plan your life and legacy today—so that when the unexpected happens, no matter how big or how small, you’re prepared.
My story has a happy ending. I’ve completed cancer treatments and am in remission. I hope my story can be an inspiration to you.
It’s never too late to plan your life and your legacy. Create your account today and enjoy a 60-day free trial (no credit card or code required) to help you get started on your life and legacy plan.
How is Life and Legacy Planning Different from Estate Planning?
Introducing EstateBox: Your Digital Life and Legacy Platform
Four Common Estate Planning Myths (And Why They’re Not True)
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