What Epilogue does

Epilogue (legal entity Intelligent Estate Planning Solutions Inc.) is a Toronto-based online estate planning platform that allows individual Canadians and couples to generate legally binding Wills, Power of Attorney documents, and a Social Media Will through a guided, no-jargon online questionnaire, typically in approximately 20 minutes. Founded by former estate lawyers Daniel Goldgut (CEO) and Arin Klug, the platform was co-developed with RBC Royal Trust and is positioned as a low-cost alternative to traditional lawyer-drafted Wills, with packages priced from $139 for an individual Will to $329 for a couple's Will plus incapacity planning. Technical infrastructure runs on a web-based questionnaire pipeline backed by TLS 1.2 / RSA-SHA256 encryption, VPC-hosted Canadian data centers, and Stripe for PCI-compliant payments; every paid Will includes free lifetime updates and a Canada Will Registry enrolment code.

The business is run as a bootstrapped, privately held Canadian corporation with no disclosed institutional funding or external investors. Revenue is generated primarily through one-time license purchases of Will packages (individual, couple, with or without incapacity documents), supplemented by gift voucher sales, subscription-style B2B access via the Epilogue for Charities platform, and fixed-fee Probate Services for executors. Distribution is multi-channel: a self-serve product-led growth motion at app.epiloguewills.com, a professional advisor referral program serving accountants, insurance professionals, and investment advisors, and a community-led charity partnership program (Epilogue for Charities) that supplies nonprofits with branded landing pages, custom will-making journeys, and reporting dashboards. Charity partners including Toronto Foundation, Ontario SPCA and Humane Society, and Generation Rising have collectively unlocked over $7M in confirmed legacy gifts through the platform, with 40% of guided donors naming the partner charity as a beneficiary.

The company operates across all 10 Canadian provinces, has earned the moneyGenius Best Online Will 2025 designation, and is widely featured in Canadian financial press. Beyond Wills, Epilogue has extended into probate assistance, advisor tooling, gift purchases, and digital-asset legacy planning via its Social Media Will, building a multi-product estate platform anchored on its core PLG funnel.

Name

Epilogue

Legal name

Intelligent Estate Planning Solutions Inc.

Website

https://epiloguewills.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Epilogue is a Toronto-based online estate planning platform that enables Canadians to create legally binding Wills and Power of Attorney documents in approximately 20 minutes through a guided online questionnaire, also serving charities, professional advisors, and executors.

Ownership category

akta.pro rank

Product category

Online Estate Planning Software

NAICS

Funds, Trusts, and Other Financial Vehicles (525)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Estate & Probate Administration Services (FSAEAKAD)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Estate Administration & Probate Services (FSAAANAE)

Keywords

• Online will creation
• Estate planning software
• Digital legacy planning
• Online will platform
• Estate planning services

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Individual Will Purchase: One-time purchase of Will document packages. Users pay upfront for document generation with free lifetime updates included. Additional revenue from optional printed document delivery.
2. Will + Incapacity Documents: One-time purchase bundle including Will plus Power of Attorney documents for comprehensive estate planning.
3. Charity Partnership Program: Charities pay for dedicated landing pages, custom branding, and reporting dashboards to help supporters create Wills with legacy gift options.
4. Gift Vouchers: Prepaid gift vouchers for Will packages, allowing gift-givers to purchase estate planning for recipients.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels7 records

Core offering

Epilogue is an online estate planning platform that guides individual Canadians through a step-by-step questionnaire to generate legally binding Wills and Power of Attorney (incapacity) documents in approximately 20 minutes, priced from $139. The platform also serves charities and nonprofit organizations with a dedicated legacy giving program (Epilogue for Charities), professional advisors with a referral program, and executors with tiered Probate Services.

Product overview

Epilogue is an online estate planning platform that offers multiple integrated products and services for Canadians. The core offering consists of Online Wills (Will Only and Will + Incapacity Documents tiers) that guide users through a questionnaire to create legally binding estate planning documents. The platform also provides a free Social Media Will for managing digital legacy. Beyond individual planning, Epilogue offers Probate Services in three tiers (Essentials, Premium, Deluxe) for executors managing estates. For institutional clients, the Epilogue for Charities platform enables charities to offer customized legacy giving programs with reporting dashboards and marketing support. The company also serves professional advisors through Epilogue for Advisors. Gift Vouchers are available for gifting estate planning services.

Differentiator

Problem solved

Functional benefit

Products and services

• Online Wills The flagship online Will creation platform that guides individual Canadians through a questionnaire to produce legally binding Wills and incapacity documents without legal jargon. Available across all 10 Canadian provinces.
• Will Only Basic Will writing package for one individual producing a single custom Will document with step-by-step signing instructions, executor notifications, asset records, Social Media Will, and Canada Will Registry registration code.
• Will + Incapacity Documents Complete estate planning package for one individual producing three documents — a custom Will plus Power of Attorney for property and personal care to cover both death and incapacity scenarios.
• Social Media Will A free digital legacy planning document that lets users specify how their social media profiles and accounts will be handled after death, including memorialization or account deletion options.
• Probate Services Fixed-fee probate assistance service for executors administering estates, offered in three tiers (Essentials, Premium, Deluxe) with increasing levels of support from application preparation through full-service estate administration.
• Epilogue for Charities A white-label legacy giving platform for Canadian nonprofits providing dedicated donor landing pages, custom-branded will-making journeys, supporter discounts, a reporting dashboard to track bequest activity, and marketing toolkits to promote planned giving.
• Epilogue for Advisors A referral program for professional advisors including accountants, insurance professionals, and investment advisors to direct clients to Epilogue for affordable Will preparation, with no advisor subscription fees.
• Gift Vouchers Prepaid gift certificates for Epilogue Will packages, available in four pricing tiers mirroring individual and couple Will products.

Quantifiable outcome

• Create a legally binding Will in approximately 20 minutes
• +3 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• RBC Royal TrustcoreStrategic or Co-development PartnerEpilogue created its online Will product in collaboration with RBC Royal Trust. RBC provides endorsement and backing for Epilogue, and offers special pricing discounts to RBC customers. The partnership helps Canadians plan for their future and create the legacy they want.
• Toronto FoundationcoreGTM or Marketing PartnerToronto Foundation partnered with Epilogue to make legacy giving easier for donors. Generated approximately 20 legacy gifts with estimated value exceeding $2.3M since launching the program. ~275 visits to their landing page and ~40 Wills started by donors.
• Ontario SPCA and Humane SocietycoreGTM or Marketing PartnerPartnership scaled legacy giving program without increasing staff workload. Secured over $4 million in confirmed legacy gifts. Demonstrates charity's ability to inspire donors who might not otherwise engage in estate planning.
• Generation RisingcoreGTM or Marketing PartnerAchieved 340x ROI and unlocked over $1.2M in legacy gifts through a simple, low-lift outreach campaign. Demonstrates scalable charity partnership model.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Willful: Canadian online Will and estate planning platform offering similar self-serve Will creation, Power of Attorney documents, and pricing tiers to Canadian consumers. Most direct head-to-head competitor in the same geography.
• LegalWills.ca: Long-standing Canadian online Will service offering self-drafting Will products with similar features (witness kits, Canada Will Registry integration). Direct competitor in the same Canadian market and product category.
• FreeWill: US-based online Will platform with a strong charity partnership / legacy giving model similar to Epilogue for Charities. Closest analogue to Epilogue's charity-led GTM motion, though operating in the US.
• Trust & Will: US-based online estate planning platform offering Will, Trust, and estate planning products through a self-serve model. Directly comparable on product breadth and PLG motion, though US-focused.
• LawDepot: Canadian online legal document template service offering Wills, POAs, and other legal forms. Directly comparable Canadian competitor with broader document scope but less estate-planning specialization.
• Cake: Canadian-founded end-of-life planning platform covering Wills, funeral planning, and digital legacy. Comparable in Canadian market with overlapping digital-legacy features including Social Media Will-style tools.

Broad incumbents

• LegalZoom: US-based broad online legal services incumbent offering Wills, business formation, and other legal documents. Larger, well-capitalized competitor with overlapping Will creation product but much broader legal services portfolio.
• Rocket Lawyer: Broad online legal services platform offering Will creation, legal documents, and attorney consultations as part of a subscription model. Established incumbent with overlapping Will product but very different monetization.

Emerging players

• Wealth.com: US-based modern estate planning platform built specifically for financial advisors, similar to Epilogue's 'Epilogue for Advisors' channel. Comparable business model intersecting advisor-led distribution and estate planning technology.

Others

• Canada Will Registry: National Will registry service that Epilogue already integrates with ($40 value included in packages). Adjacent infrastructure provider in the Canadian estate planning ecosystem rather than a direct competitor.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/epilogue_wills
• Facebookfacebook.com/epiloguewills
• LinkedInlinkedin.com/company/epiloguewills
• Instagraminstagram.com/epilogue_wills

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Epilogue