Guiding Members Through Successions with Estate Planning Tools

2024 1 min read

Navigating successions, probate, and family disputes can be treacherous for retirement association members. Without proper planning, members’ families often face unnecessary stress, financial losses, and fractured relationships. By offering estate planning tools, associations can ensure their members are prepared for these challenges, creating a stronger and more supportive community.

The Stakes of Poor Planning

  • Probate Delays: Without clear plans, estates often become mired in probate, leaving families in legal limbo.
  • Family Feuds: Nearly 70% of families experience disputes during estate settlements.
  • Financial Losses: Unplanned estates often incur avoidable costs, reducing inheritances for loved ones.

How Associations Can Help

With Inheritus.com’s estate planning software, members can:

  • Simplify successions and avoid probate pitfalls.
  • Prevent family disputes by clearly documenting their wishes.
  • Protect their families’ financial well-being with optimized estate planning.

Affordable Support for Members

Our platform is affordable at just cents per month per member, making it easy for associations to provide life-changing tools. Deployment is seamless, ensuring members can start planning without delay.

Be the Guiding Hand for Your Members

Help your members navigate life’s toughest transitions with confidence. Contact Inheritus.com today to explore our Estate Planning Solutions for Retirement Associations and become the trusted resource your members need.

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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