EstateBox Information

EstateBox is revolutionizing the way we handle life and legacy planning. EstateBox offers a safe, simple and automated solution to a complex problem by removing the manual, inefficient, and non-personalized way of storing and sharing all your documents, assets, banking, and life details. Think of it as your virtual “box” containing all your key details, documents and digital assets that relate to your estate where you control who accesses and views your information - all centrally located in a safe and secure digital environment. EstateBox provides a holistic view of your estate and life. This means your advisor, executor or designated delegate(s) can execute upon your wishes, provide professional advice based on your needs and remove the necessity of repeating the process if you access different advisors in the estate planning ecosystem. No life is the same. EstateBox is customized to your life.