For Family Stewards & Quarterbacks

Protect Your Family’s Future with Collaborative Estate and Legacy Planning

As a Family Steward, you have dedicated your life to creating stability, wealth, and a lasting legacy for your loved ones. From building financial security to fostering core family values, you’ve laid the foundation for a prosperous future. Now, it’s time to ensure that all your hard work and thoughtful planning continue to benefit future generations.

This means clearly documenting your assets, intentions, and wishes, and making sure that they’re passed on in a way that reflects your values. Whether through estate planning, legal directives, or thoughtful legacy-building, you’re securing a smooth transition so your family’s future can thrive without disruption.

As a Family Quarterback, you are the driving force behind ensuring your family’s estate is well-organized and future-ready. You take the lead in coordinating, managing, and documenting important decisions. From overseeing important legal documents to keeping key details of your family’s legacy clear and accessible, you are the essential organizer making sure everything is in place so your loved ones can navigate life’s transitions with ease.  

With Inheritus, you can simplify estate planning, collaborate with your family or a trusted estate manager, and ensure that your legacy is preserved exactly as you intended.

Inheritus Legacy360™ allows you to organize and plan collaboratively with family members or professionals, while Estate360™ takes over after your passing, helping with settling the estate, reducing the burden on your loved ones and protecting family harmony.

A Collaborative Estate Planning Experience with Personalized Guidance

Estate planning is a family affair. With Legacy360, you can collaborate with your loved ones or a trusted estate manager—be it your child, sibling, niece, nephew, or a professional executor—to ensure that everyone is aligned on your wishes. This reduces the chances of confusion and conflict later, making the process smoother for everyone involved.

Legacy360 provides customized activity lists and personalized insights based on the specific parameters of your estate. These tailored steps ensure that no detail is overlooked, and all aspects of your estate—financial, legal, and personal—are organized and managed efficiently. You’ll receive expert guidance to address potential gaps and ensure everything is in order.

All the information stored in Legacy360 is transferred directly into Estate360, ensuring a seamless transition after your passing. This makes it easier for your family or estate manager to handle the legal and financial tasks efficiently, without unnecessary stress or confusion.

Secure Your Legacy Today

As a Family Steward, it’s never too early to take control of your legacy.

Start planning today to ensure that your family is protected and that your wishes are carried out smoothly and efficiently.

Whether you’re managing your estate yourself or collaborating with a family member or professional, Inheritus provides the tools and support you need to safeguard your family’s future.

Personalized and Guided Planning

Benefit from a tailored experience, generating activity lists and suggestions based on your estate’s unique needs. You’ll receive helpful guidance throughout the process to make sure your plans are comprehensive, reducing the risk of overlooked details or future complications.

Collaborative Tools for Your Estate Ecosystem

Invite family members or professional estate managers to participate in the planning process. This ensures everyone is informed and prepared, preventing misunderstandings and easing the future estate settlement process.

Easily manage all aspects of your estate in one secure, accessible platform. Store important legal documents, wills, financial records, and healthcare directives, and share access with trusted individuals.

Smooth Transition to Estate Settlement

All information in Legacy360, can be seamlessly transferred to Estate360 after your passing. Your family or estate manager will have a clear inventory and roadmap to follow, ensuring that your wishes are carried out efficiently and according to plan.

Peace of Mind for You and Your Family

Achieve peace of mind knowing that you reduced stress for your loved ones and helped preserve family harmony during a challenging time.

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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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