Estate planning,
redesigned for modern practice.
A workflow platform for lawyers and notaries — drafting, signing, probate, and client intake in one place. Built for Canadian estate practice, starting in British Columbia.
What it does
A single workspace for the estate file
Smart questionnaires
Two intake paths — a fast guided flow for simple wills, and a full path for complex estates. Same data model, same documents.
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.
Probate, without the paper chase
P-series forms, beneficiary checklists, and asset inventories — generated and tracked from the same file your drafting started in.
Built for two professions
Lawyers and notaries each get the tools their scope of practice allows — no awkward workarounds, no compromises.
Signing, in person or remote
In-person execution by default with affidavits done right. Remote witnessing where the jurisdiction permits it.
Your data, in Canada
Hosted in Canadian regions. Conservative defaults on data handling — your client files don't leave the country.
Built by practitioners
Designed in active practice, not in a vacuum.
EstateStack is built by lawyers who do this work every day. Every form, every workflow, every default — battle-tested in real files before it ships.