
"Technology is the new player
at your estate planning table"
Sharon Hartung, Author of "Your Digital Undertaker"
Our Platform Pillars
Simple & Easy to Use
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We’ve removed the barriers to a complex and often stressful process by creating a simple and automated way to estate planning.
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Easy to upload your details and even easier for your team of advisors or family members to access your details when the time comes.
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We keep it easy and simple by constantly innovating and updating.
Safety & Privacy by Design
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Privacy and security is proactively embedded into the platform.
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We are a Canadian based company, so all your data stays in Canada.
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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.
Accessibility & Sharing
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Ensuring the right people have access to your documents and information at the right time, is as important as the process of creating an estate plan itself.
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Whether it’s your lawyer, financial advisor, or a family member, you control who accesses and views your information.
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All data is centrally located in a safe and secure digital environment.
Life Planning & Organizing
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Life and legacy planning is not just about being ready for the future but also about living in the moment.
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EstateBox can also help you plan, organize and make decisions about your financial affairs while you are still alive.
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Give yourself and your loved ones the peace of mind knowing you're ready for whatever life throws your way.
Our Platform
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Technology is evolving how we communicate, organize and plan our life; estate planning is no different.
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With life moving more online, blending both our digital and physical world can be a challenge.
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Gone are the days of rifling through papers and folders to find a “paper trail” of our assets.
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EstateBox is modernizing life and legacy planning by digitizing all your key details, documents and assets related to your estate.
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Think of it as your virtual “box” where you control who accesses and views your information.