For Forward-Looking Retirement Associations

Empower Your Members with Legacy and Estate Planning

A Special Offer for Your Organization

Inheritus Inc. is excited to introduce a user-friendly solution that addresses a growing concern: the added disruption and stress caused by incomplete estate planning when losing a loved one.

With the Inheritus Estate360™ and Legacy360™ solutions, let your members and their families build a comprehensive picture of their estate, and increase peace of mind.

Offer More Than Social Support—Become a Lifelong Resource

Extend your association’s role far beyond social activities by offering comprehensive estate planning and legacy management tools. Become a trusted resource for your members’ financial and legal needs, strengthening your position as a key partner throughout their retirement journey.

Create a New Revenue Stream

As a retirement association, introducing members to estate planning services doesn’t just benefit them—it also offers an opportunity for your organization to grow.

By partnering with Inheritus, your association can participate in a lead generation program that provides your members access to these tools while creating potential revenue for your organization.

This is a unique opportunity to support your members and generate financial returns for your association in a sustainable, non-intrusive way.

Build Trust and Add Value for Your Members

As a retirement association, your role goes beyond organizing social events or providing basic support. Your members trust you to guide them through the later stages of life, and part of that journey includes planning for the future.

With Legacy360 and Estate360, you can offer your members valuable estate and legacy planning solutions that give them peace of mind, knowing their affairs are in order and their loved ones are protected.

In addition to enhancing member benefits, it also brings value to your association. Offering these services allows you to foster deeper connections with members and create a potential revenue stream for your organization by becoming a trusted lead generation partner.

Key Features for Retirement Associations

Simplified Estate Planning

Enable members to organize all their key documents—wills, healthcare directives, powers of attorney, and financial information—in one secure place.

By offering these tools, your association provides real, lasting value to its members, simplifying complex processes and reducing stress on families.

Guided Estate Administration

Estate360 helps families and executors handle estate settlement with ease, providing  guidance through a personalized activity list and insights based on an estate specificities.

This not only helps grieving families but also positions your association as a practical, compassionate resource for members’ families.

Personalized Legacy Planning

Legacy360 allows members to document their wishes regarding asset distribution, charitable giving, and healthcare. This level of planning helps minimize family conflicts and ensures their legacy is preserved according to their preferences.

Digital Vault for Secure Document Storage

Members can store important personal and financial documents in a secure, digital vault. This ensures their loved ones and executors can access everything they need when the time comes, reducing the administrative burden during difficult times.

A Unique Partnership Opportunity for Retirement Associations

Retirement associations that offer unique, value-added services are more likely to attract and retain members. By incorporating Legacy360 and Estate360 into your offerings, you position your association as forward-thinking, comprehensive, and deeply committed to your members’ well-being.

Support Your Members, Grow Your Organization

Position yourself as more than just a service provider. Our solutions allow you to become a lifelong partner in your members’ journey, helping them plan their future while supporting their families when the time comes.

Leverage New Revenue Opportunities

Become a lead generation partner with Inheritus and introduce members to valuable estate planning solutions while generating financial benefits for your association. It’s a win-win scenario—your members get essential support, and your organization grows its financial stability.

Foster Member Loyalty and Retention

Differentiate yourself in a competitive market by offering services that not only add value but also encourage long-term loyalty, as members recognize the comprehensive support your association provides.

Try It Risk-Free and Strengthen Your Offerings

 

Ready to offer your members essential estate and legacy planning tools? Sign up for a free demo of Legacy360 and Estate360 today. Discover how these solutions can enhance your association’s services, deepen member relationships, and unlock new revenue opportunities.

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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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