Try Estate360 free for 7 days.Then $199/year per decedentCard required · Cancel before the trial ends

Estate administration for real life

You don’t have to hold the whole estate in your head.

You may be grieving, learning the role, answering family questions, and dealing with institutions—all at once. Estate360™ gives the information, documents, work, and people one guided place to come together.

Payment card required. $0 for 7 days, then $199/year per decedent. Cancel before the trial ends to avoid a charge.

The role behind the paperwork

You were trusted with someone’s life admin. Nobody handed you a playbook.

Estate administration is not one job. It is a long sequence of decisions, records, conversations, deadlines, and handoffs—often handled by someone doing it for the first time.

What am I supposed to do first?

A personalized activity list can turn a broad responsibility into visible next steps based on the estate details you enter.

Where did that document go?

Keep wills, trusts, financial records, instructions, and supporting files connected to one estate record.

How do I keep everyone informed?

Give co-executors, family members, lawyers, and accountants a shared place to contribute through role-based access.

What have we already finished?

See activities, documents, deadlines, progress, collaborators, and distribution work without reconstructing the story from email.

A place for the work to live

Less remembering. More knowing where to look.

Estate360 brings the estate picture and the administration work into one workspace. Add what you know now, then build the record as documents arrive, assets are identified, and professionals become involved.

  • A structured estate record for assets, debts, beneficiaries, contacts, legal details, and documents.
  • A situation-specific activity list generated from the information and circumstances you enter.
  • A common view of progress so the people helping can work from the same current information.
Estate360™Illustrative workspace
Today

One clear place to continue.

Sample estate administration

18activities complete
3need attention
Suggested next activitiesBased on estate details
01

Record known financial institutionsAssets · In progress

02

Upload the current willDocuments · Not started

03

Review an upcoming deadlineAdministration · Suggested next

4 collaboratorsAccess managed by role

A workspace that keeps up

The job changes. Your place to manage it stays steady.

  1. 01

    When you are finding your footing

    Begin before you have every answer.

    Start with the decedent and key estate details. Add known contacts, assets, debts, and documents as they become available.

  2. 02

    As the estate picture grows

    Turn information into a workable plan.

    Estate360 uses the specifics you enter to generate activities and insights, helping you see what deserves attention next.

  3. 03

    When other people need to help

    Share the work without surrendering the record.

    Invite co-executors, family members, lawyers, accountants, and other professionals to contribute according to their role.

  4. 04

    As administration moves forward

    Keep progress, deadlines, and distributions visible.

    Use one dashboard to review completed work, upcoming responsibilities, important documents, and distribution tasks.

An executor and family member reviewing estate information with a professional at home

Collaboration without the email archaeology

The right people can help without everyone needing everything.

Administration often crosses family, legal, accounting, tax, and financial conversations. Estate360 supports invitation-only, role-based access so contributors can work from a common record while access remains defined.

EC

Executor or trusteeManages the estate workspace

CO

Co-executors and familyContribute information and updates

PRO

Lawyers and accountantsSupport legal, tax, and financial work

Clear about the role of software

Estate360 supports your judgment. It does not pretend to replace it.

Estate360 can help you

  • Consolidate estate information and documents
  • Generate a situation-specific activity list
  • Track activities, deadlines, progress, and distributions
  • Coordinate executors, family, and professionals
  • Manage estates across jurisdictions, countries, and currencies

Keep qualified professionals involved for

  • Legal advice and court or probate requirements
  • Tax filings, accounting, and valuations
  • Investment, insurance, or financial recommendations
  • Jurisdiction-specific duties and interpretations
  • Decisions that require professional judgment

Estate360 is an administration and organization tool—not a law firm, accounting practice, court process, will, trust, or substitute for professional advice.

If planning began earlier

Legacy360 information can give the executor a head start.

When information was organized in Legacy360 during life, Inheritus states that available information can transfer to Estate360 after death or incapacity—giving the executor a clearer inventory and starting roadmap.

Prepared during lifeLegacy360™

Used for administrationEstate360™

Sensitive information deserves specifics

Protection should be something you can ask about.

Inheritus publishes how it protects stored data, data in transit, account access, and document sharing. Review those details before adding estate information.

Read the official security details
01

AES-256 at rest

Inheritus states that stored data is encrypted using AES-256, with a unique key for each user.

02

HTTPS with SSL/TLS in transit

Data communication is encrypted while it moves between your device and the platform.

03

Multi-factor authentication

Add another sign-in layer using an authenticator app, email, or SMS code.

04

Role-based, invitation-only access

Sharing with trusted contacts is controlled by role and can be started or ended as needed.

Try it with a real estate

Seven days to see whether the workspace fits the work.

Use the trial to add the estate, review the generated activity list, organize initial documents, and see how collaboration works.

Review official Estate360 pricing
7-day free trial
$0for the first 7 days

Then $199/year, billed annually per decedent.

  • Payment card required at checkout
  • No charge during the trial
  • Cancel before the trial ends to avoid the annual charge
Start your free trial

Before you begin

Questions an executor should be able to ask plainly.

Do I need to have every document before I start?

No. Start with the decedent and the key details you know. Add assets, debts, contacts, documents, and collaborators as more information becomes available.

Is Estate360 only for professional executors?

No. It is designed for individual executors, estate trustees, administrators, families, and professionals involved in estate administration.

Can several people work on the same estate?

Yes. Estate360 supports executors and collaborators contributing information and updates through role-based access.

Does it replace my lawyer or accountant?

No. Estate360 organizes the estate record and administration work. Legal, tax, accounting, financial, and jurisdiction-specific decisions still require qualified advice.

Can it support a cross-border estate?

Inheritus states that Estate360 supports estates involving multiple jurisdictions, countries, and currencies. Professional advice remains important in every relevant jurisdiction.

What happens after the free trial?

A payment card is required to begin. You are not charged during the seven-day trial. Unless you cancel before it ends, the price is $199 per year, billed annually per decedent.

Start where you are

Give the estate a place to move forward.

You do not need to know everything today. Begin with what you have and make the next step visible.

Start your 7-day free trial $0 for 7 days · then $199/year per decedent · card required · cancel before the trial ends
7 days freeStart Estate360

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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