Organize Your Estate Inventory

The smart and secure way to track everything you own and owe. Create your account below to get access.

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A preview of Willful's Estate Inventory
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With Estate Inventory, you will get:

A complete snapshot of your financial accounts, properties, and investments.

A comprehensive summary of your current liabilities, including debts tied to your properties (like mortgages and lines of credit).

A simple roadmap that removes the guesswork for your executor and loved ones.

Frequently asked questions about Estate Inventory

What exactly is the Estate Inventory?
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It is a secure digital vault designed to help you organize what you own and exactly where to find it.

It's not about calculating your net worth; it’s about getting a clear view of your life (from checking accounts and insurance policies to physical items and liabilities). It’s a great way to get organized and increase transparency in your household today. Plus, when the time comes, this master list will make your executor's job way easier.

Your inventory is entirely private, and you only share it with your loved ones or executor at your own discretion.

How do I access the Estate Inventory tool?

Accessing the tool takes just a few steps:

  • Create your Willful account.
  • Complete the short onboarding process.
  • Select a Premium or Premium x2 plan.
  • Once you are in your dashboard, click the menu icon (the three horizontal lines) in the top right corner and select Estate Inventory.

Note: Estate Inventory will only display in your menu after a plan has been selected.

Who is eligible to use this tool?

Estate Inventory is available to residents across most of Canada once a Premium plan is selected. However, please note that due to distinct provincial legal frameworks, this feature is currently not available to users located in Quebec.

Do I need to write my will right now to use this?

Not at all! Many people use the Estate Inventory as a first step before they are ready to create a legally binding will. By organizing your assets now, you are already doing your family a huge favor, and it will make writing your will much faster when you are ready.

Is my sensitive information secure?

Absolutely. Willful uses industry-standard encryption to keep your data safe. Furthermore, Estate Inventory is designed for high-level organization, not highly sensitive data storage. We just need to record where things are (e.g., "Scotiabank Checking Account" or "SunLife Insurance Policy"), not your actual passwords.