Leave a plan, not a search.
Everything your family will need to find, and a clear picture of what you leave behind — kept beside your will and shared only with the people you choose.
Then $2.99/month, billed $35.88 a year, or $5.99 month to month. Cancel anytime.
Settling an estate takes months. Start them with a map.
A will says who gets what. It doesn't say what there is or where to find it. The Estate Planner keeps that record current while you can still answer the questions.
Executor time
About 570 hours
the average time an executor spends settling an estate
EstateExec executor survey (US)
Time to settle
About 16 months
the average time to settle an estate
EstateExec executor survey (US)
Your will
$0
your legal will is free — the Estate Planner builds on it
Your choice
Now, later or never
decide record by record what is shared, and when
What's inside the Estate Planner
Two modules that work together, so nothing is entered twice.
Estate Admin Hub
A will says who gets what. The Estate Admin Hub records what there actually is, so the people you leave behind can find it.
- Bank & Cash — chequing, savings, term deposits
- Investments & Retirement — brokerage, RRSP/401k, pensions
- Property — homes, land, rentals
- Vehicles & Valuables — vehicles, jewellery, collections
- Business Interests — companies, partnerships, shares
- Insurance — life, home, auto policies
- Digital Assets — email, crypto, domains, photos
- Subscriptions — services your executor should cancel
- Debts & Liabilities — mortgages, loans, cards
- Final Wishes — burial or cremation, the service, who to tell
- Choose who sees each record — now, after your death, or never
Financial Succession Planner
Know what your estate is worth today, and whether your money will last.
- Net Worth — what you own against what you owe
- Cash Flow — what comes in and what goes out
- Goals — what you are saving toward, and whether you are on track
- Retirement — how long your money lasts
- Debt — payoff order and what each debt is really costing
- Subscriptions — the recurring charges that quietly add up
- Coverage — where your insurance leaves you exposed
- Estimates only, using simple assumptions — not financial advice
How the Estate Planner works
- 1
Make your free will
About 20 minutes. Your will is free and saved in your Vault.
- 2
Start your free month
Choose yearly or monthly. A card is needed, nothing is charged for 30 days, and we email you before it renews.
- 3
Fill it in at your pace
Add accounts, policies and people as you go. Share each record now, only after death, or never.
Free for your first month. Cancel anytime.
Nothing is charged until your free month ends, and we email you a reminder seven days before. Cancel anytime from your Vault settings — everything you entered stays saved.
Pricing
Simple, transparent pricing. No hidden fees.
The Standard will is free — a complete, legally valid will at no cost. The Advanced will and the optional add-ons are paid.
Your will and legal documents
One-time payment. Nothing renews.
Basic Will
Essential estate planning for straightforward needs
No cost, ever
- Last Will & Testament
- Instant PDF download
- Free will & secure vault storage
- Secure cloud vault storage
- AI-guided will builder
- Standard support
Advanced Will
Full customization for complex estate needs
One-time payment
- Everything in Basic
- Substitute executors
- Pet care provisions
- Cash legacies & specific bequests
- Age-based trusts
- Burial & funeral instructions
- Priority support
Optional Add-ons
Complete Bundle
Everything in one discounted package — the Advanced Will plus Power of Attorney, spousal will, living will, family trust, e-notary, printed delivery, affidavit of execution and cross-border will
Power of Attorney
Power of Attorney documents
$29Spousal Will
Mirrored will for your spouse/partner
$39E-Notary
Electronic notarization of your will
$49The Estate Planner
Estate Admin Hub + Financial Succession Planner. A subscription: your first month is free with your will.
Yearly
Save 50%$35.88 billed once a year
- Estate Admin Hub: accounts, property, insurance, debts and who to call
- Financial Succession Planner: net worth, cash flow, retirement, debt and coverage
- Final Wishes: burial or cremation, the service, who to tell
- Choose who sees each record: now, after death, or never
- In your Vault, beside your will. Written answers are stored encrypted
First month free, then $35.88 a year until you cancel. Cancel anytime in Settings.
Monthly
$5.99 billed every month
- Estate Admin Hub: accounts, property, insurance, debts and who to call
- Financial Succession Planner: net worth, cash flow, retirement, debt and coverage
- Final Wishes: burial or cremation, the service, who to tell
- Choose who sees each record: now, after death, or never
- In your Vault, beside your will. Written answers are stored encrypted
First month free, then $5.99 a month until you cancel. Cancel anytime in Settings.
Estate Planner questions
What is the Estate Planner?+
A subscription inside your Vault, beside your free will. It has two parts: the Estate Admin Hub, where you record what you have, who to call and your final wishes, and the Financial Succession Planner, which adds it all up.
Is my will part of the subscription?+
No. Your will is free, stays in your Vault whether or not you subscribe, and changing it is free too.
How much does it cost?+
Your first month is free with your will. After that you can pay monthly or yearly; the yearly plan costs less per month. Current prices are shown above.
Do I need a card for the free month?+
New accounts add a card to start the free month. Nothing is charged for 30 days, and we email you a reminder seven days before it renews. Accounts made before the Estate Planner launched get their free month without a card.
Can I cancel?+
Yes, anytime, in your Vault settings. Cancelling doesn't delete what you entered.
Who can see my information?+
You decide, record by record: shared now, with your executor after your death, or kept private. After a death nothing opens on its own: someone asks, and a person reviews the request.
Is it a password manager?+
No. The Estate Planner records that an account exists and who to call. Don't store passwords in it.
How is my information stored?+
Every written answer in the Estate Admin Hub and Final Wishes is stored encrypted.
Is the planner financial advice?+
No. Its figures are estimates for your own planning, using simple assumptions. They are not financial advice.
Isn't this just a spreadsheet?+
A spreadsheet can't decide who sees each line after your death, or estimate whether your savings will last. And it isn't kept beside your will.