One Solution for Legacy Management & Estate Administration for Life & Beyond.

dBox is an All-in-One, online, software platform to store, manage and share all financial, legal & personal documents with family members, trusted advisors and contacts. It also allows Executors or Personal Representatives to easily administer estates, file probate and more.

For Individuals
For Businesses
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How dBox works

Manage Legacy Info. & Share documents

  • Legacy Management

Notify family, trusted advisors & contacts

  • Legacy Management

Death or Incapacitation                                        

Invitation to Executor/ Personal Representative

  • Estate Administration

File Probate/ Legal documents & Distribute assets

  • Estate Administration

Managing Legacy info. & sharing Documents

  • Legacy Management
Together we the people achieve more than any single person could ever do alone.

Notifying family, trusted advisors and contacts

  • Legacy Management
Together we the people achieve more than any single person could ever do alone.

Death or Incapacitation

  • Estate Administration
Together we the people achieve more than any single person could ever do alone.

Executor/Personal Representative invitation & registration

  • Estate Administration
Together we the people achieve more than any single person could ever do alone.

Filing Probate/Legal documents & Distribution of assets to beneficiaries

  • Estate Administration
Together we the people achieve more than any single person could ever do alone.
ONE PLATFORM, MULTIPLE SOLUTIONS

Simplify your Life: Discover the Power of dBox

Store, manage and share all financial, legal & personal documents with trusted advisors and contacts for life and beyond.

For Individuals
For Businesses
Individuals: Manage Legacies

Easily Store & Manage Your Most Important Information & Documents

1 Digital tool to manage assets, liabilities & legacy documents

Secure repository for your most important information

Collaborate with Trusted Advisors & share information

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Individuals: Administer Estates

Automatically get access to all information for Probate filing & Estate Administration

Automatically switch into secure estate administration mode

Access all decedent information in one place

File probate & mandatory returns quickly and easily

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Businesses: Financial Advisors

Connect with next generation heirs to maintain relationships

1 Software application to help establish relationship with heirs

Role-based Access control for Advisory firms

Analytics to help advisors better serve clients and their heirs

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Businesses: Legal Firms

Provide digital tools to Wills & Estates clients

Make probate work easier, more accurate and lower cost

Enable branded tool for clients to deepen relationships

Reinforce belief that firm is the preferred choice for Wills & Estates work

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Businesses: Banks and Trusts

Enhancing Banking & Trust Operations

Provide additional services for customers

Seamless integration with existing bank systems

Demonstrate value-add for specific customer groups

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Businesses: Associations

Empowering Associations with Digital Tools

No infrastructure or technical expertise required

Incremental paid/unpaid offerings to members

Not-for-Profit pricing plans

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Multi-Generational Design

Fits users in a variety of environments

individuals
executors
Financial-advisors
Legal-Firms

Harnessing the Power of Artificial Intelligence

Get Insights, analysis and assistance

Personal and Business Insights to help you plan and succeed.

Ongoing Analysis to help you preserve family & generational wealth

Tools & Assistance for executors & trustees with estate administration

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FAQS

Frequently Asked Questions

How secure is this application?

Access is role-based and uses Multi-Factor Authentication. We use TLS/SSL Enterprise-level encryption for data in transit and at rest. 

Can the software handle multi-jurisdictional estates?

Yes, the software can handle estates in multiple jurisdictions and countries.

Is this solution subscription-based or one-time fee?

The Legacy Management software is subscription-based with various pre-defined terms. The Estate Administration application is based on a one-time fee.

Is there a Free Trial version or can I cancel at anytime?

Yes, you can try for free for up to 7 days. Automatic billing will begin after 7 days unless cancelled. You can cancel your subscription at anytime.

Who can use this application?

Individuals who wish to ensure that their legacy is preserved for future generations. Businesses and associations can also provide the application to customers and members.

Can I manage my contacts & trusted advisors?

The application allows for unlimited trusted advisors and contacts. Users can define settings for notifying these contacts and the role they are to assume.

Is there a limit to the amount of data that can be added?

There is no limit to the amount of data or documents that can be stored.

Does this software integrate with other software?

This software integrates with email, payment providers and more. Using the API allows for integration with unlimited 3rd party systems.

Your Comprehensive Solution for Legacy Management and Estate Administration

Get Started Now

Richard Sanders, CPA, CA, CBV is a seasoned professional and Partner at a leading global Accounting firm, bringing over 35 years of invaluable experience to the advisory board. With a background in Accounting & Finance, he has demonstrated a keen sense of the challenges to business management and growth throughout his career.

Having held key partnerships with several Accounting firms, Richard has a proven track record of success in advising businesses in areas ranging from Audit to Internal Controls, Tax and Valuations. His strategic thinking has been crucial in guiding organizations through periods of startup and growth.

As an advisory board member, Richard provides strategic counsel and invaluable insights on Audit, Finance and Accounting. His expertise and vision play a vital role in shaping the organization’s strategy and driving sustainable growth over the long term.

Richard holds a Bachelor of Accounting & Business Management from the University of Toronto. He continues to stay at the forefront of the Accounting industry’s developments through ongoing education and professional development initiatives.

Richard’s passion for success and his commitment to guiding businesses make him an invaluable asset to the advisory board.

Bob is a distinguished leader in Software M&A, bringing over 40 years of invaluable experience to the advisory board. With a background in the Canadian & US Information Technology sectors, he has demonstrated a keen understanding of the challenges driving business innovation and fostering growth throughout his career.

Having held prominent roles within the Fortune 500, Bob has a proven track record of success in supercharging business growth. His strategic acumen and forward-thinking approach have been instrumental in guiding organizations through periods of change and transformation.

As an advisory board member, Bob provides strategic counsel and invaluable insights on business development, partnerships and strategic alliances. His expertise and vision play a vital role in shaping the organization’s long-term strategy and driving sustainable growth.

Bob holds a BSc in Physics and Mathematics from the University of Ottawa. He continues to stay at the forefront of the Information Technology industry’s developments through ongoing education and professional development initiatives.

Bob’s passion for excellence and his unwavering commitment to the Software Industry make him an invaluable asset to the advisory board, driving the organization’s mission and vision forward with clarity and purpose.

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