For Forward-Looking Funeral Homes

Provide Families with Peace of Mind and Expand Your Digital Support: Offer Legacy and After-Life Transition Services

A Special Offer for Your Organization

The disruption and stress caused by incomplete estate planning can quickly become crippling at grieving time. Help families swiftly build a comprehensive picture of an estate, or prepare ahead of time.

Become a lifelong partner to families by helping them manage their estates with care, both after and before the loss of a loved one.

With the Inheritus Estate360™ and Legacy360™ solutions, easily offer a complete solution for end-of-life planning and after-life estate management to your customers, positioning yourself as a trusted and supportive partner beyond the funeral.

Get in touch to explore how Inheritus can grow your business by expanding your support, digitally.

Offer Families a Holistic End-of-Life Planning Solution

As a funeral home, you play a critical role in helping families honor and celebrate their loved ones. Now, take your services further by providing them with tools to handle both legacy planning and the management of their loved one’s estate after their passing.

With Legacy360, you can help families prepare for the future, and with Estate360, you can assist them in managing their loved one’s estate smoothly and efficiently.

Offering these comprehensive services helps families focus on what matters most: grieving and celebrating the life of their loved one.

Key Features for Funeral Homes

Whether it is helping families organize their personal affairs in advance with Legacy360 or managing estate-related responsibilities after a passing with Estate360, your funeral home will be there to support families every step of the way.

End-of-Life Legacy Planning

Legacy360 helps families prepare in advance by organizing and safeguarding important documents, financial assets, and personal wishes.

As a funeral home, you can provide or promote this tool to your clients to help them feel confident that their legacies are protected and their final wishes will be respected.

Simplify Estate Management

When a loved one passes, Estate360 supports families with post-life estate administration, reducing the stress of managing financial and legal affairs.

From tracking assets to distributing inheritances, Estate360 helps ensure a smooth transition of responsibilities after the funeral.

Secure Digital Vault for Documents

Offer families peace of mind with a secure digital vault for storing important documents such as wills, insurance policies, and personal letters. Inheritus keep these documents safe and easily accessible when needed.

Pre-Planning and Memorial Wishes

With Legacy360, individuals can document their memorial preferences, from funeral arrangements to the distribution of sentimental items. This allows families to fulfill their loved ones’ final wishes with clarity and confidence, easing the burden of decision-making during a difficult time.

Provide Compassionate Guidance Before, During and After Difficult Times

Expand beyond traditional funeral services to become a lifelong partner for families by offering estate planning solutions that reduce grief and build long-term relationships—growing your business through deeper, ongoing support.

With Legacy360, families can have a comprehensive plan for how they want to be remembered and ensure that their affairs are in order. After a passing, Estate360 provides families with the tools they need to handle the legal and financial aspects of their loved one’s estate with ease.

Strengthen Family Trust and Relationships

Build long-lasting relationships with families. Offering tools that simplify end-of-life and estate management builds trust, showing families that you are there to help with all aspects of their journey—before, during, and after the funeral.

Extend Your Services Beyond the Funeral

Funeral homes can go beyond traditional services by helping families plan for the future with Legacy360 and manage estates with Estate360. This enhances your offerings, providing ongoing value to families both before and after the passing of a loved one.

Differentiate Your Funeral Home in a Competitive Market

In an increasingly competitive industry, funeral homes that offer more comprehensive services stand out. By integrating estate and legacy management tools, you position your funeral home as a leader in compassionate, complete end-of-life care.

Try It Risk-Free Today

Ready to provide your clients with a comprehensive estate and legacy planning solution? 

Sign up for a free demo of Legacy360 and Estate360 today and see how they can transform the services your funeral home offers to grieving families.

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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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