The estate record
A will says who. This says what, where and how.
The document everyone forgets is not the will — it is the map. What you own, what you owe, where the papers are, who to call. EstateCanvas keeps that map alive for years after the will is signed, and lets you hand it to exactly the right people.
Assets, as a living ledger
Real estate, vehicles, investments, personal property, digital accounts — each with a fair market value, a location and notes. Not a text box in a questionnaire: a record you keep, reuse across every estate plan in your account, and update when the world changes.
When your executor eventually needs to build the estate inventory for probate, the work is already done. Ask anyone who has spent six weekends reconstructing a parent's finances from mail what that is worth.
Liabilities and documents, attached where they belong
Mortgages, loans and cards sit alongside the assets they encumber, so the net picture is honest. Deeds, policies, statements and appraisals upload once and attach to the specific asset or liability they describe — tagged, searchable, and exactly where the person settling your affairs would look.
People, with roles instead of retyping
One contact list for your whole account. Each person carries the roles they play — executor, trustee, guardian, beneficiary, witness, attorney, doctor — and every estate plan draws from the same list. Your sister moves house: you update her address once, everywhere.
Spaces: shared access with real roles
Estate plans live in spaces, and spaces take members: owner, admin, lawyer, viewer. A couple shares one space with two plans. An ageing parent adds an adult child as admin. A family lawyer gets the lawyer role — their own login, scoped access, no forwarded PDFs, no shared passwords.
This is also the quiet answer to the hardest problem in estate planning: the people who need to know things are not told them. A space makes telling them a permission, not a project.
The executor share
One click generates a read-only view for your executor: where the will is, what exists, what is owed, who to call. They cannot edit, and they never get your account. Revoke it any time.
Review reminders
Estates go stale silently. Your dashboard tracks when each plan was last reviewed and nudges you on a rhythm you choose — because the difference between a plan and a document is that a plan stays true.
Why this matters more than the will
Probate lawyers will tell you: wills rarely fail. What fails is everything around them — the account nobody knew existed, the insurance nobody claimed, the safe nobody could open. The average executor spends months as a detective before they spend a day as an administrator. The estate record deletes the detective work.
Included with every will.
The estate record is not a tier or an add-on — it is part of the single $15 plan, and it stays yours to maintain free.