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.

• 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 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.