Simplifying Estate Management Across Generations

Estate administration and legacy planning can be complex and overwhelming. Inheritus has evolved from a post-death management tool into a comprehensive platform that supports both legacy planning during life and estate administration after passing. Individuals, families, and advisors can use either tool independently, whether they’re just organizing their legacy, managing an estate in progress, or both, giving everyone a secure, centralized source of truth tailored to their unique situation.

Planning

Organize your legacy and plan for the future

Documentation

Centralize all critical documents securely

Execution

Guided workflows for seamless transitions

Legacy Preservation

Protect and preserve what matters most

Why Trust Inheritus

Experienced Leadership

35+ years in software, finance, and strategic advisory

Expert Advisory Board

Leaders in accounting, compliance, finance, technology and software M&A

Security & Compliance

Bank-grade encryption, multi-jurisdictional compliance, GLPA/HIPAA/CCPA/PIPEDA/GDPR

Making Estate Planning Simple and Secure

  • Centralized storage of legal, financial, and personal Centranlzed documents
  • Guided workflows for estate planning and probate
  • Collaboration tools for trusted advisors and family members
Start Planning Today

Enhance Client Trust, Protect Assets, and Integrate Easily

  • Integration-ready solutions for wealth-tech platforms, legal firms, and insurers
  • White-label or co-branded partnership options
  • Exclusive field-of-use or geographic licensing opportunities
  • Support to strengthen client retention and AUM defense

Kailah Clarke

VP, Strategic Partnerships
kclarke@inheritus.com

Contact our Partnerships Team

Why Inheritus Works

Our platform is designed and validated to help families and partners simplify estate management, protect
assets, and preserve legacies.

Advisory Board

Richard Sanders, CPA, CA, CBV

Richard Sanders, CPA, CA, CBV

Financial Advisor

Richard Sanders, CPA, CA, CBV, is a Partner at a leading global accounting firm with 35+ years of experience advising organizations on financial strategy, valuation, and growth across industries.

 
Andrei Tselichtchev

Andrei Tselichtchev

Technology Advisor

Andrei brings 25+ years of experience in enterprise software and digital transformation, helping organizations modernize operations, implement scalable technologies, and drive business performance.

Michael Coté, PhD, RPA

Michael Coté, PhD, RPA

Compliance Advisor

Michael is a Registered Professional Accountant (Canada), Certified Public Accountant (USA), and CEO with 35+ years of experience in financial oversight, regulatory compliance, governance, and risk management.

Robert (Bob) E. Graham

Robert (Bob) E. Graham

Business Advisor

Bob is a distinguished leader in Software M&A with 40+ years of experience guiding companies through transactions, strategic planning, and value creation to support long-term growth.

Security Certifications

Bank-grade encryption and compliance standards ensure complete data protection.

Our Mission

To be the trusted partner for families and organizations in preserving, protecting, and managing wealth and legacy before, during, and after life’s transitions.

Contact 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