The conversation before the crisis
Talk about the hard stuff while everyone is still at the table.
Eldridge Path is the first step Canadian families take before calling a lawyer, funeral home, or estate planner. It helps you and your loved ones organize the home, money, wishes, and what-ifs — so you walk into every meeting prepared, not panicked.
An AI guide that turns hard conversations into a plan
A secure Canadian family workspace where an AI guide asks the questions most families avoid, organizes the answers, and turns them into a practical roadmap. It knows CPP and OAS, provincial probate, RRSPs and RRIFs, and what an executor or liquidator actually has to do — ask in plain words, in English or French, before you sign in.
What to sort out before you call anyone
Your family works through six areas together, in one secure place — so when you do call a lawyer, funeral home, or accountant, you walk in prepared, not panicked.
The Guide
The hard questions, answered — Canada-specific guidance on pensions, estates, and the family home.
Funeral & care wishes
Record funeral plans, and what your loved one would want if they can't speak for themselves.
Home & equity
Understand what the home means for retirement. Explore staying, downsizing, selling, borrowing against equity, or involving family — before anyone makes an irreversible decision.
Family coordination
Everyone knows who does what — executors, decision-makers, and family, all in one place.
Records & vault
Wills, accounts, benefits, and key documents: where they are and how to reach them.
Checklists & deadlines
Step-by-step lists and CRA and provincial deadlines, so nothing gets missed.
Track all of this with your family in Eldridge Path — now welcoming pilot families.
Join the pilot waitlistWhy not just a shared folder or a binder?
A folder holds files. A binder holds paper. Neither one asks your family the questions, keeps track of who's doing what, or tells you what the rules are in your province.
A shared drive or family folder
Stores documents, but nobody knows what's missing, what expires, or who is meant to act. Eldridge asks the questions first, then keeps the answers together.
An estate-planning binder
Only as current as the last time someone updated it, and usually only one person knows where it is. Eldridge is shared, dated, and reachable from any device.
A lawyer's checklist
Excellent for the legal step, but it starts when you're already in the office. Eldridge is the conversation before that meeting, so the billable hour is spent on decisions, not fact-finding.
A password vault or digital legacy app
Guards logins. It doesn't guide a family through pensions, probate, taxes, the house, or care wishes — and it doesn't hold the conversation for you.
Eldridge Path is a secure Canadian workspace with an AI guide that turns hard family conversations into a plan everyone can see.
Your home and retirement options
For most Canadian families, the house is the biggest decision and the last one anyone talks about. Answer six questions and see which options are worth reading about — stay, adapt, downsize, rent out space, or borrow against it. Educational only, no products, nothing saved.
Explore your home optionsWhat the funeral home handles — and what's left to you
Funeral homes are excellent at what they do. Their job just ends much earlier than most families expect.
Your funeral home takes care of
- Transport and care of your loved one
- Burial, cremation, or donation arrangements
- The service, visitation, and obituary placement
- Registering the death with the province
- Ordering death certificate copies
- Notifying Service Canada of the death
Eldridge Path walks you through
- CPP/QPP death benefit and survivor's pension applications
- The final tax return and CRA or Revenu Québec accounts
- Probate, the will, and the executor or liquidator role
- Banks, RRSP/RRIF/TFSA transfers, and beneficiary designations
- Life insurance claims, pensions, and group benefits
- Property title, mortgage, utilities, licences, and health card
- Who in the family does what, and in what order
- Getting all of it written down before it's ever needed
Roughly: the funeral home covers the first week. Eldridge Path covers the year that follows — and the preparation before.
Why Eldridge Path exists
Eldridge Path began with a personal question: Why do families spend a lifetime building something to leave behind, yet so often avoid talking about what they want, what they have and what should happen next?
After watching friends lose loved ones and struggle through unfamiliar decisions while grieving, our founder looked for one place that could help families prepare together — before a crisis — and guide them through the practical steps afterward.
He couldn't find one that brought the home, money, care wishes, important records and family responsibilities together.
So he built Eldridge Path.
Because preparing for what comes next isn't about focusing on death. It's about protecting the people we love — and making better use of the time we still have together.
Now in private pilot
Eldridge Path is opening to a small group of invited Canadian families first. Join the waitlist and we'll reach out as spots open up. Eldridge Plus unlocks the guide and everything else for your whole household — $9.99 CAD a month, or $79.99 CAD a year.
See what's included