"Technology is the new player

at your estate planning table"

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Sharon Hartung, Author of  "Your Digital Undertaker"

Technology is evolving how we communicate, organize and plan our life. And Estate planning is no different. 

With life moving more online, blending both our digital and physical world can be a challenge. 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. Think of it as your virtual “box” where you control who accesses and views your information.

Our Platform Pillars

Simple & Easy to Use

  • We’ve removed the barriers to a complex and often stressful process by creating a simple and automated way to estate planning.

  • Easy to upload your details and even easier for your team of advisors or family members to access your details when the time comes.

  • We keep it easy and simple by constantly innovating and updating.

Safety & Privacy by Design

  • Privacy and security is proactively embedded into the platform.

  • We are a Canadian based company, so all your data stays in Canada. 

  • 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

  • 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.

  • Whether it’s your lawyer, financial advisor, or a family member, you control who accesses and views your information.

  • All data is centrally located in a safe and secure digital environment.

Life Planning & Organizing 

  • Life and legacy planning is not just about being ready for the future but also about living in the moment.

  • EstateBox can also help you plan, organize and make decisions about your financial affairs while you are still alive. 

  • Our life planning features ensure you don’t miss important deadlines like passport or mortgage renewals.

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