Plan for the future. Navigate loss. Empower your clients.

Tools and guidance for individuals, families, and businesses before and after life’s hardest moments.

Planning Ahead

Planning Ahead

Create a clear, secure plan so your wishes are known and your loved ones protected every step of the way.

Start Legacy Planning
Settle an Estate

Settle an Estate

Guided support to help executors and families manage tasks after a death – step by step.

Get Help Administering an Estate
Business & Platform Partners

Business & Platform Partners

Add estate planning to your product, service, or client offering.

Partner with us

Support for individuals through legacy planning and estate administration after death. Built for businesses serving individuals and other businesses.

  • Comprehensive will and trust creation

  • Secure document storage and sharing

  • Healthcare directives and power of attorney

  • Digital asset management

Before life’s end

Ensure your wishes are honored. Protect your family. Simplify decisions.

After a death

Step-by-step guidance for executors and families during a difficult time.

  • Guided executor workflows and checklists

  • Asset inventory and valuation tools

  • Debt and obligation management

  • Distribution planning and documentation

  • White-label solutions for partners

  • API integrations for platforms

  • Enterprise-grade security and compliance

  • Dedicated support and training

At scale

Deliver trusted legacy and estate solutions to your clients or platform users.

Trusted by families, advisors and businesses

Real stories, secure processes and professional backing

Jordan M.

Legacy360 Client

Legacy360 made it simple to organize everything in one place. My family knows exactly what to do, and I feel a real sense of relief.

Nadia H.

Estate Administrator

Estate360 gave me a clear, secure way to organize key documents and decisions. It’s easy to use, and my family knows exactly what to do.

Maria S.

Financial Advisory Partner

Estate360 helped our partners document key directives and keep essential records organized. It’s streamlined continuity planning  reduced uncertainty for everyone.

Bank-Level Security

256-bit encryption

Legally Compliant

All G20 countries

Professional Review

Expert validation

Privacy Compliant

Protected infomation

Features built for clarity, security and peace of mind

Legal Compliance & Expert Guidance

Reviewed templates and state specific compliance ensure your documents are legally sound.

Secure Document Storage

Bank-level encryption protects your most sensitive information with controlled access sharing.

Step-by-Step Admin Workflows

Guided checklists and task
management help executors
navigate complex estate
administration.

Integration Options for Businesses

Flexible APIs and white-label solutions integrate seamlessly into your existing platform.

Tune in to our introductory podcast

Take the first step towards securing your legacy. The Inheritus Podcast provides an introduction to what we do, how we are different, and how you can get started today.

Ready to get started?

Choose the path that’s right for you

Plan your Legacy

Plan your Legacy

Create a comprehensive estate plan in minutes

Start Legacy Planning
Settle an Estate

Settle an Estate

Get guided support through
administration

Administer an Estate
Offer Solutions

Offer Solutions

Integrate legacy and estate tools into your platform

Partner with us

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.

Request Quote

Login
Sign Up