Learn How to Offer to Your Clients

Real value. Real moments. One simple way to support families when it matters most.

Learn More

Group Benefits Providers

A benefit employees actually use

Offer Inheritus as a modern add-on to life and disability coverage, helping employees organize critical information before it’s needed.

Learn how to offer Inheritus →

Insurance Carriers & Brokers

From coverage to clarity

Pair Inheritus with life and health policies to ensure families can easily find documents, contacts, and next steps.

See how it complements your policies →

Employers

Care that goes beyond the workplace

Give employees peace of mind by helping them organize personal, financial, and legal information in one secure place.

Explore employee rollout options →

Wealth & Financial Advisors

Planning that lasts beyond the numbers

Inheritus helps clients document assets, intentions, and key contacts, strengthening your plan across generations.

Add Inheritus to your client toolkit →

Lawyers & Estate Attorneys

Make estate plans easier to execute

Help clients ensure wills and legal documents are accessible, understandable, and ready when families need them.

See how Inheritus supports your practice →

Realtors

Support life transitions not just transactions

Offer a thoughtful resource that helps clients organize important records during major moves and milestones.

Differentiate your client experience →

Funeral Homes & Funeral Services

Care that continues after the service

Provide families with a simple way to store preferences, documents, and next steps, reducing stress during grief.

Enhance your aftercare offering →

Retirement Associations

Peace of mind for members and families

Help retirees organize their affairs and clearly communicate wishes before it becomes urgent.

Offer Inheritus to your members →

Accountants & Tax Professionals

Clarity that carries forward

Help clients keep financial records and key information organized year-to-year and across generations.

See how Inheritus fits your practice →

One Platform. Many Use Cases.

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