Estate Kit
Estate Kit provides a guided digital estate-planning platform for Canadians, combining a secure digital vault with a physical organizer to centralize documents, account details, passwords, and final wishes. The service includes tools like an executor comparison scoring tool and a 12-question Estate Readiness Assessment to help users close preparedness gaps. It partners with Willful for will creation and is CARP Approved, offering members a 20% discount.
- Artificial Intelligence
- Consumer Goods
- Software Only
Funding
Founders
Product
Problem
Most Canadians have legal documents like a Will, but these cannot tell family members where to find accounts, passwords, insurance policies, or instructions for managing the estate. After a death or incapacitation, families are often left to piece together a loved one's life from locked devices and scattered records, causing significant delays and stress. With an estimated $1 trillion set to pass between generations in Canada, this lack of information readiness creates a costly administrative burden for grieving families.
Solution
Estate Kit is a guided estate-planning platform that combines a secure digital vault with a physical organizer to help Canadians centralize all the practical details their family would need. The platform walks users through organizing documents, accounts, insurance, passwords, contacts, and final wishes, and provides guided tools to make key decisions. It features an Estate Readiness Assessment that scores users across legal, information, and human readiness pillars, offering personalized reading lists to close gaps. The platform allows users to securely share the right information with the right people at the right time, ensuring loved ones can step in with confidence rather than guess under stress.
Target Audience
Primary users are Canadian families, particularly older adults and retirees aged 45 and over, who want to organize their estate information and spare their loved ones from administrative burdens during a difficult time.
Features
- Secure digital vault for storing and organizing documents, accounts, insurance information, passwords, and contacts, paired with a physical organizer for redundancy
- Estate Readiness Assessment, a 12-question tool that scores users on legal readiness, information readiness, and human readiness
- Guided tools for making estate decisions, including an executor scoring tool that compares up to three candidates for the role of Executor or Power of Attorney
- CARP Approved status, making the platform available to over 250,000 members of the Canadian Association of Retired Persons
- Partnership with Willful for online Will and Power of Attorney creation, with a 20% discount for Estate Kit customers purchasing add-on plans
- Institutional-grade security with all data built and hosted in Canada