Consolidate an Estate for Less Than the Cost of One Hour with a Lawyer

$0

/for first 7 days

Billed Annually per decedent

  • Get guided setup you can complete in minutes, starting with the decedent and the key estate details
  • Receive an automatically generated checklist that highlights your next steps based on the specifics you enter
  • Upload, sort, and store important estate documents securely, so everything stays organized in one place
  • Invite executors and collaborators to contribute information and updates without endless back-and-forth
  • Track progress, deadlines, and distribution tasks in a single dashboard you can review anytime
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$199

/year

Billed Annually per decedent

  • Securely administer all aspects of a deceased estate to orchestrate settlements and distributions
  • Quickly centralize all relevant information and documents in one efficient platform, collaborating with relevant parties
  • Receive a smart to-do list and insights automatically generated based on the estate specificities
  • Manage estates across multiple jurisdictions, countries and currencies as needed
  • Executors already included in Legacy360 are auto-invited to register, and all information is transferred over to Estate360
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Need a Custom Plan? Ask About our Partner Program.

Have specialized business needs? Let’s discuss them and find the best solution, together.

  • Unlimited Storage
  • Unlimited Users
  • Secured, Enterprise-class Software
  • Personalized Dashboards for each User Role
  • Affordable & Comprehensive
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Ask about code availability, bulk licensing, pricing, implementation, or anything else. Our skilled and knowledgeable representatives are standing by, ready to help.

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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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