Tools for the plans we make and the people who carry them forward

The details matter because people do.

Inheritus helps you organize what matters, guides families through estate administration, and gives organizations a more human way to support their clients.

Find your starting point See how Inheritus works
A father and adult daughter looking through family photographs together at a kitchen table
Planning is personal

It starts with the people, stories, wishes, and responsibilities behind the paperwork.

What brings you here?

Start with the chapter you’re in.

You don’t need to know which product you need. Choose the situation that feels most like yours.

A father and daughter talking over family photographs
I’m planning ahead

I want my wishes and information to be clear to the people I trust.

Legacy360™
Two family members calmly organizing estate information together
I’m administering an estate

I need to understand what comes next and keep everyone aligned.

Estate360™
An advisor and an older couple reviewing information together
I support clients or members

I want to add thoughtful legacy support to the relationships we already have.

Business partnerships

A continuous thread

What you organize today can become someone else’s clearer starting point tomorrow.

Inheritus connects planning and estate administration, so available information can move with the people who may need it later. For organizations, that same experience can become part of how you serve clients and members.

Estate visualization

See the whole picture, not just a list.

The new estate visualization turns the information you add into a clear, connected view—helping you understand how the pieces of your estate relate at a glance.

  • See information in context. Move from separate records to a more understandable view of your estate.

  • Make complexity easier to review. See key categories and relationships without working through every detail one by one.

  • Keep the detail behind the picture. Use the visual view alongside the organized information in Inheritus.

Explore how Inheritus works
Estate overview
Connected view
Illustrative estate viewInformation stays connected
A visual way to understand how your estate information fits together.
A father and daughter sharing family memories around a kitchen tableMake the plan easier to understand—not just easier to store.

Legacy360™ · For planning ahead

Leave clarity, not a scavenger hunt.

Bring your estate information, important documents, wishes, and personal instructions into one guided place you can keep current over time.

  • 01

    See what needs attention. Personalized activity lists, reminders, and suggestions guide your planning.

  • 02

    Keep the full picture together. Organize personal, financial, property, health, and legal information.

  • 03

    Bring in people you trust. Invite family members or professionals and choose what they can access.

Explore Legacy360™ View pricing
Two family members working through a checklist at a dining tableA shared view can make a difficult responsibility feel more manageable.

Estate360™ · For administering an estate

Know the next step. Keep the right people close.

Estate360 brings documents, estate details, tasks, collaborators, and progress into one guided workflow for executors, trustees, families, and professionals.

  • 01

    Begin with a tailored checklist. Next steps are generated from the estate details you enter.

  • 02

    Replace scattered information. Upload, sort, and organize key estate documents in one place.

  • 03

    Work together with context. Invite executors and collaborators to contribute information and updates.

Explore Estate360™ View pricing
An advisor listening to an older couple while reviewing a tablet togetherLegacy support can deepen the client relationship beyond a single transaction.

Business partnerships · For organizations

Offer a service that feels useful because it is personal.

Bring Inheritus into your client or member experience through a service partnership, licensing model, co-branded offering, referral program, integration, or resale.

For advisory and service organizations

Add to client services

Offer Inheritus alongside the legal, financial, or family work you already support.

For platforms and networks

Integrate & resell

Make legacy planning part of your product, workflow, platform, or member ecosystem.

Explore partnerships Start a conversation

Care needs boundaries

Share thoughtfully. Keep control.

Inheritus is designed for sensitive information, with organized records, selective sharing, and controlled access for the family members and professionals you choose.

SecurityPrivacy policyCompliance resources

One small next step

Start with the person you’re here to help.

For yourself and your familyPlan ahead with Legacy360™For an estate in your careAdminister with Estate360™For the people you servePartner with Inheritus

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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