How Inheritus Helps Accounting Firms Capture and Grow Generational Wealth

2024 1 min read

Life events such as death, incapacitation, or succession planning create moments of significant financial stress for families. Accountants who fail to address these moments proactively risk losing clients to competitors. With the Great Wealth Transfer underway, accountants who provide estate planning services will capture more wealth and position themselves as indispensable advisors.

The Risks of Inaction

  • Client Attrition: Families experiencing major life events often turn to new advisors if their current accountant hasn’t prepared them.
  • Lost Revenue: Without estate planning tools, accountants miss opportunities to manage transitions effectively, forfeiting billable hours and long-term relationships.

The Benefits of Proactive Estate Planning

Inheritus.com’s estate planning software equips accountants to:

  • Prepare clients for critical life events by creating comprehensive estate plans.
  • Capture more of the Great Wealth Transfer by engaging families and building trust.
  • Differentiate their practice as forward-thinking and client-focused.

Affordable, Seamless Integration

For a minimal cost of cents per month per client, Inheritus delivers the tools accountants need to thrive during the Great Wealth Transfer. Deployment is fast and supported by optional change management plans.

Be the Accountant Families Trust During Life’s Transitions

Don’t wait for clients to seek help elsewhere. Contact Inheritus.com today to learn how estate planning tools can future-proof your practice. Explore our Estate Planning Solutions for Accounting Firms and start capturing generational wealth for your clients.

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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