ESTATE360™

One place for executors to securely administer all aspects of a decedent’s estate. Benefit from an activity list and useful guidance, generated automatically using the estate specificities.

Centralize information about all assets, liabilities, expenses, beneficiaries, and more in order to complete distribution of the estate quickly and efficiently. Document estates spanning multiple countries, currencies and legal systems.

If the decedent used Legacy360, executors that were included are automatically invited to register in Estate360 and access the estate information based on the decedent directives.

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Administer Unlimited Estates

Executors can add and manage an unlimited number of estates while maintaining the security of each. Administration is available for as long as needed and, once completed, the data can be safety purged from the system.

Track All Estate Transactions

Executors need to manage a number of activities as part of their fiduciary duty in addition to filing for probate. They also need to be able to accurately report on all actions taken, income received by the estate, expenses paid, debts owed, beneficiary allocations, communications and much more.

The system allows executors to record unlimited transactions in multiple currencies for estates spanning multiple countries. Reports that may be required by law from government agencies or services and even by beneficiaries can be easily created by simply selecting the appropriate available report.

Communicate with Beneficiaries

Estate administrators can easily communicate with beneficiaries and other family members using the secured sharing feature within the software for a specified time limit or on a predefined schedule. Email and SMS Text message integration provides for seamless communication.  

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Provide Reports for Beneficiaries, Taxation and more

Reports on the value of an estate or specific transactions can be generated on demand. This helps to minimize or eliminate the liability that an executor may have as they administer an estate. Tax rules vary from country to country and across jurisdictions so easy access to data allows executors to easily comply without additional headaches.

AI for Help with Administration

Estate administration requires an understanding of many legal, financial and taxation regulations that vary by jurisdiction in addition to the demands of the beneficiaries of the estate. The software uses Artificial Intelligence to provide intelligent assistance to administrators so that they can complete their duties in a timely and legal manner.

Intelligent conversations

Analytics and reporting

Always-on accessibility

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Personalized interactions

Multi-language support

Secure data encryption

Settle an Estate with Estate360

Prevent wasted time, headaches, errors, frustration, complications and delays

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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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