For Estate Executors and Trustees

Simplify Settlements and Minimize the Cost and Pain of Distributing an Estate

As an Estate Executor or Trustee, you are tasked with the important, but often overwhelming, responsibility of settling an estate. This process can take months—or even years—leading to high costs, stress, and potential conflicts. Managing assets, distributing inheritances, paying debts, and handling legal and tax obligations can be even more complex if the estate spans multiple jurisdictions or includes assets in different currencies.

Inheritus Estate360™ and Legacy360™ solutions are designed to reduce the burden on you, streamline the process, and ensure that estate settlement is completed as quickly, affordably, and smoothly as possible—whether you’re dealing with local or international estates.

Capture information across, orchestrate settlements and distributions, share information selectively, collaborate with families and other professionals. Whether you’re an individual managing a family member’s estate or a professional trustee handling multiple estates, everything is easier, faster, and safer.

Estate360—Your Essential Tool for Clear, Organized Estate Settlement

Settling an estate can involve multiple steps, from navigating probate to distributing assets. This process often drags on for months or even years, with high legal and administrative fees along the way. Estate360 helps you streamline every step of estate settlement by offering a clear, organized framework. 

This reduces both the time and money needed to settle the estate, making the process less aggravating for you and the beneficiaries. Whether you’re managing an estate across different countries or handling various currencies, Estate360’s multi-jurisdiction and multi-currency support ensures all factors are taken into account.

Most people do not fully understand what being an executor or trustee involves until they are already deep into the process. Estate360 offers step-by-step guidance to help you through each stage—whether you’re dealing with legal documents, distributing assets, or settling debts. With this support, you won’t miss any critical steps, and you can focus on fulfilling your responsibilities confidently and efficiently.

Key Benefits for Estate Executors and Trustees

Unclear or incomplete estate plans can lead to family conflicts and delays in settling the estate.

Estate360 makes the entire process transparent, ensuring that all family members and beneficiaries understand the plan and that your role as executor or trustee is clearly defined.

This reduces confusion, minimizes disputes, and helps preserve family harmony during a difficult time.

For Those Planning Their Own Estate Ahead of Time

If you are preparing to name an executor or trustee for your estate, check out Legacy360 to organize everything ahead of time, ensuring a smooth transition for the person responsible for settling your affairs. Note Legacy360 information is easily transferred over to Estate360 when needed.

Simplified Estate Settlement

Estate360 offers a structured, guided process that simplifies the settlement of an estate. With a personalized Activity List, you can manage the distribution of assets, handle debts and taxes, and complete legal requirements in less time and with less stress—even for estates that cross borders or involve multiple currencies.

Minimize Legal and Administrative Costs

Traditional estate settlement can be expensive, with legal fees, court costs, and other administrative expenses adding up quickly. Reduce these costs and minimize the need for extensive legal involvement, saving both time and money for the estate beneficiaries.

Ensure Timely and Accurate Distribution of Assets

One of the biggest sources of frustration for estate beneficiaries is delays in receiving their inheritances. Ensure that the distribution of assets happens quickly, accurately, and in line with the deceased’s wishes, keeping beneficiaries informed throughout the process and reducing friction. Even in complex cases involving multiple countries or currencies.

Eliminate Confusion with a Centralized Digital Vault

With Estate360, all the important estate documents—wills, trusts, financial records, and personal instructions—are stored in a secure, centralized digital vault.

Easily access everything you need, and share access with legal professionals, accountants, or family members as necessary. This removes the chaos of searching through paperwork and ensures you have everything organized at your fingertips.

Take Control of Estate Settlement with Estate360 Today

Whether you’re about to step into the role of an estate executor or trustee, or you’re planning your own estate, Legacy360 and Estate360 provide the tools and support you need to ensure a smooth, organized process from start to finish. Reduce the time, cost, and stress of estate settlement with our comprehensive solutions.

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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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