Inheritus is an all-in-one platform designed to simplify estate planning and estate administration. Our solution allows you to securely store and manage your critical documents, such as wills, trusts, and financial records. You can invite trusted family members, legal advisors, and financial professionals to access specific parts of your estate plan, ensuring a smooth process for everyone involved.

When an individual becomes incapacitated or passes away, our platform seamlessly transitions from planning and administration (via Legacy360™) to settlement (via Estate360™), helping executors and administrators manage and distribute assets efficiently.

Inheritus uses intelligent automation and AI-driven guidance to streamline tasks, providing step-by-step support throughout the process.

Legacy360™ is a tool that helps individuals actively plan and organize their estate during their lifetime. It allows users to compile and manage personal, financial, and legal information, ensuring everything is in order and accessible for trusted contacts. Legacy360™ focuses on proactive estate planning and organization.

Estate360™, on the other hand, is designed to assist executors or administrators with the practical management of an estate after the individual has passed away or become incapacitated. It provides tailored guidance, task lists, and document management features to streamline the probate process and distribute assets in line with the estate plan.

The two tools work in tandem: information entered in Legacy360™ automatically transfers to Estate360™ upon the individual’s death or incapacitation. This ensures a seamless transition, making it easier for executors to manage the estate efficiently without missing critical details.

Absolutely. Our platform allows you to securely share selected information with family members, legal professionals, and financial advisors. You have full control over what information is shared and with whom, ensuring confidentiality and peace of mind.

Yes, Inheritus is designed to be fully accessible across all your devices. Whether you’re using a mobile phone, tablet, or laptop, you can securely access and manage your estate planning and administration information from anywhere. Our platform is optimized for different screen sizes and provides a seamless experience, allowing you to store, update, and share important documents with trusted contacts no matter which device you’re using.

For enhanced security, we recommend accessing Inheritus through secure networks, especially when using mobile devices, and ensuring that your device’s operating system and security software are always up to date.

Yes, Inheritus is designed to handle estates spanning multiple countries and currencies. Our platform accommodates various legal systems, ensuring comprehensive estate management regardless of jurisdiction.

Yes, we provide specific client discounts, white-labelling, tailored solutions for various business organizations, including corporate employers, wealth and financial advisors, accounting firms, legal professionals, realtors, funeral homes, life insurers, and retirement associations. Our platform enhances client relationships and streamlines estate management processes.

Inheritus takes data security very seriously. Our platform is built and maintained by a company with over 35 years of experience developing and managing HRIS (Human Resource Information Systems) software that handles highly sensitive employee data. This partner company has maintained an impeccable track record, with zero breaches over three decades of protecting confidential information.

Inheritus inherits this commitment to security by implementing advanced encryption protocols like SSL and TLS to safeguard your data during transmission. We also conduct regular security audits and compliance checks, and utilize multi-factor authentication to prevent unauthorized access, ensuring that your estate planning and administration data remains fully protected.

For your safety, please never share your password with anyone. Inheritus will never request your password or personal information via email, phone, or any other communication. Be vigilant against phishing scams, where malicious parties may impersonate legitimate services to steal your credentials.

Additionally, avoid accessing your Inheritus account on public Wi-Fi networks without using a VPN (Virtual Private Network). Public Wi-Fi can expose your connection to risks, and a VPN helps secure your data from potential hackers. Protecting your account is a shared responsibility, and we encourage you to take these steps to ensure your data remains safe.

At Inheritus, protecting your privacy is our top priority. We take extensive measures to safeguard your data, starting with removing any personally identifiable information (PII) before it is processed by our artificial intelligence (AI) systems. This ensures that your sensitive information is protected throughout the AI-driven process. Once the AI insights are generated, we securely reapply the necessary PII, maintaining our high privacy standards.

We also monitor and fully comply with data privacy regulations across all jurisdictions, ensuring that your data is handled securely and in accordance with the law.

In addition to our privacy practices, our AI tools provide intelligent, context-aware assistance to administrators, helping them manage tasks efficiently and in compliance with legal requirements. These AI-driven features offer personalized insights, automate task management, and provide detailed analytics and reports. By combining strong privacy practices with advanced AI capabilities, Inheritus delivers secure and effective estate management solutions.

Yes, this software is designed to seamlessly integrate with a wide range of platforms, including email services, payment providers, and other third-party systems. Through our robust API, you can connect with an unlimited number of external applications, offering flexibility and scalability for your business needs.

In addition, we have exciting plans to expand our integration capabilities, including future connections with banking feeds, accounting software, CRM systems, cloud storage services, and more. These integrations will enhance the efficiency of your workflow, streamline data management, and improve the overall user experience. We are constantly exploring new opportunities to integrate with other platforms to provide you with a more connected and seamless solution.

We offer a 7-day trial that allows you to explore and experience the core features of our software at no cost. During the trial period, you can fully test the platform’s capabilities, including integrations, document management, and other essential tools.

Once you subscribe, you’ll not only gain continued access to the software but also benefit from all future enhancements and new features at no additional cost. We are committed to continuously improving the platform, and as a subscriber, you will automatically receive updates such as new integrations (e.g., banking feeds, accounting software), advanced AI capabilities, additional analytics tools, or enhanced reporting features—ensuring that your subscription grows with your needs.

Getting started with Inheritus is simple and flexible. You can visit our website and choose from several options to begin:

1. Start a 7-day trial – Explore the platform’s features and experience its benefits at no cost.
2. Subscribe directly – Choose from various subscription plans (monthly, annually and multi-year) to access our full suite of tools and ongoing updates.
3. Purchase a gift card – Give the gift of legacy planning with our gift card option, which can be used toward subscription fees.

Once you’ve signed up, you can start uploading your estate information, invite trusted contacts, and begin utilizing our tools to manage and plan your legacy or efficiently settle an estate.

For more details and to get started, visit inheritus.com/pricing for trial options and subscription plans, or inheritus.com/gift-cards for gift card purchases.