For Leading Accounting Firms

Enhance your Estate Planning & Settlement Services Today

A Special Offer for Your Organization

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

Swiftly build a comprehensive picture of any estate with the Inheritus Estate360™ and Legacy360™ solutions.

Capture information across, assist clients with asset inventories and distributions, share information selectively, collaborate with families and other professionals. Everything is easier, faster, and safer.

Take Control of Estate Planning with Legacy360

Help your clients organize their assets, track important documents, and create a structured legacy plan, ensuring they are fully prepared for the future.

Legacy360 is a powerful tool that enables accountants to guide clients through the process of estate inventorying and planning, ensuring that assets are aligned with their long-term financial goals and are efficiently passed on to the next generation.

Key Features for Accountants

Alleviate frictions and headaches from the estate settlement process. 

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

Comprehensive Financial and Estate Planning

Provide a more holistic service to your clients by integrating estate planning with ongoing financial management.

This includes tracking assets, liabilities, and future wishes, all while ensuring that everything is tax-compliant.

Document Management and Organization

Help your clients organize critical financial and legal documents in one secure digital vault.

From tax returns to wills, trusts, and investment records, everything is easily accessible and protected, making tax planning and compliance easier.

Simplified Succession Planning

Help clients develop clear and organized plans for wealth transfer to heirs, family members, and charitable organizations.

Ensure that all beneficiary designations, asset distributions, and financial plans are updated and aligned with the client’s goals.

Asset Inventory and Valuation

Quickly and accurately assess the value of a deceased client’s estate. Compile a detailed inventory of all assets, from real estate to investments, and calculate their value for estate tax purposes.

Post-Death Estate Accounting with Estate360

When a client passes away, managing their estate’s finances can become a complex, time-consuming task. Estate360 helps accountants take charge of estate administration by providing all the tools needed to handle post-death accounting, asset distribution, and probate with precision and efficiency.

Build Long-Term Client Relationships

By integrating estate planning and post-life services into your practice, you deepen your relationships with clients.

Clients will trust you not only to manage their finances but also to safeguard their legacy and ensure their families are cared for after they pass away.

Reduce Risk and Ensure Compliance

Eliminate the risk of errors in estate tax filings, asset valuations, and beneficiary distributions.

Reduce the risk of fines, penalties, or costly legal challenges.

Increase Productivity and Scale Your Practice

Manage more clients without sacrificing quality or accuracy. Automating repetitive tasks and providing a clear organizational structure for each estate makes it easier to scale your services.

Try It Risk-Free Today

Ready to transform your accounting practice with Legacy360 and Estate360?

Sign up for a free demo and discover how these tools can streamline estate planning and post-death accounting for you and your clients.

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News & Views

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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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