For Leading Wealth Managers and Financial Advisors

Build Multi-Generational Relationships and Grow your Assets Under Management

A Special Offer for Your Organization

Inheritus Inc. is excited to introduce a cutting-edge solution that addresses a growing client concern: the disruption and stress caused by incomplete estate planning.

Swiftly build a comprehensive picture of any estate for and with your clients, using the Inheritus Estate360™ and Legacy360™ solutions.

Leverage Inheritus to engage not only with your clients but also their families. Strengthen relationships by helping clients create a seamless wealth transfer plan that involves their children and heirs, positioning your firm as their trusted advisor for generations.

Offer a comprehensive, holistic approach that covers all aspects of wealth management, estate planning, and future legacy protection.

Elevate Your Wealth Management Services

As a wealth advisor, you already help clients grow and protect their financial assets. Now, take the next step by offering a complete legacy planning solution.

Estate360 and Legacy360 enable you to provide end-to-end estate management services that ensure your clients’ wealth is properly transferred to future generations.

Uncover new assets and expand your share of wallet while adding immense value to your clients and securing long-term relationships

Key Features for Wealth Management Professionals

Alleviate frictions and headaches from the estate settlement process. 

Secure essential documents, enable secure sharing, and stay organized and up-to-date.

Full Estate Visibility

Inheritus provides a single, secure platform for all estate-related documents, asset details, and legacy plans.

This gives wealth advisors a holistic view of their clients’ financial and legacy objectives, making it easier to offer tailored advice.

Asset and Beneficiary Tracking

Monitor all client assets and ensure that beneficiary designations are up-to-date and properly aligned with your clients’ wishes, positioning yourself as a lifetime-and-beyond family advisor.

Real-Time Collaboration with Clients

Offer your clients an interactive and transparent estate planning experience.

With real-time access to their estate plans, clients can review documents, upload files, and receive updates, all within a secure portal that keeps them engaged and informed throughout the process.

Succession and Wealth Transfer Strategies

Receive customized insights to guide clients through complex wealth transfer strategies, ensuring that their wealth is passed on according to their wishes.

Whether clients need to establish trusts, charitable donations, or multi-generational wealth strategies, all the required estate information is at your fingertips.

Strengthen Client Relationships and Retain Wealth Across Generations

As clients build their wealth, they increasingly look for advisors who can also assist them in preserving it for the next generation. With Inheritus, you can provide holistic solutions that address both wealth accumulation and legacy management, offering clients long-term peace of mind and building trust that spans generations.

Build Stronger and Broader Relationships

Turn estate planning into a team sport, increasing client engagement, loyalty, and retention in the process.

Differentiate Your Firm

In a competitive wealth management industry, stand out as a forward-thinking advisor that meets all of your clients’ financial needs—both now and in the future.

Focus on What Matters

Free up your time to focus on providing expert financial advice, reduce errors, and confidently manage even the most complex estate portfolios.

Experience the Future Risk-Free Today

Ready to enhance your wealth management services with comprehensive estate planning tools?

Sign up for a free demo today and see how we can transform your client offerings and elevate your advisory practice.

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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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