Estate planning,
redesigned for modern practice.
From the client's first answer to the filed Wills Notice — one persons graph, one document trail, one workspace. Built and used in a working BC estate practice.
A single workspace
for the estate file.
From the first intake question to the signed and filed document — every step of an estate file in one place, built around how Canadian estate lawyers and notaries actually work.
Smart questionnaires
Two intake paths — a fast guided flow for simple wills, and a full path for complex estates. Same data model, same documents.
Learn more →One family graph, threaded everywhere
Spouses, children, executors, attorneys, beneficiaries — entered once in intake, automatically threaded into every will, POA, and probate form. The family tree updates as the file evolves.
Learn more →AI that reads the file
Upload an ID or a previous will and Claude Vision pre-fills the intake in seconds. Models run in Canada under ZDR — your client's data is never used for training.
Learn more →Mirror wills, designed for couples
Each spouse gets their own secure link, walks their own private path, and the two wills assemble side-by-side automatically. Shared answers sync, private answers don't leak.
Learn more →Drafting that learns your style
Document templates you can adapt to your firm's house style. Versioning, redlining, and a precedent library that grows with your practice.
Learn more →Your data, in Canada
Hosted in ca-central-1 with RLS-isolated tenancy. No US data residency, no client data in third-party AI models.
Learn more →Three steps from first call to filed.
Send one link. Get a complete file back.
The client uploads ID or a previous will — Claude Vision pre-fills the intake in seconds. Then they walk a friendly questionnaire. Mirror couples each get their own link, synced in the background.
One family graph for the whole file.
The persons graph builds itself from the intake — spouse, children, executors, attorneys, beneficiaries with their roles and relationships. Drag, edit, add. Every document the file produces threads through this graph automatically.
Templates that read your file.
EstateStack assembles the package the client picked — wills, POAs, representation agreements, advance directives — from your firm's templates. You stay in control: edit, redline, version.
Execution & probate in the same trail.
In-person execution with WESA-compliant witness packs, or remote signing where the rules allow. Wills Notice to Vital Statistics, P-series probate forms to the court, audit trail captured at every step.
See exactly where the estate flows.
EstateStack reads the will and renders a visual distribution map for every file — so you can talk through it with the client, and so the executor knows where everything goes when the time comes.
Designed in active practice,
not in a vacuum.
Join the beta.
Limited access for BC estate lawyers and notaries — Summer 2026. We onboard 10 firms at a time.