How Inheritus works

We make protecting your legacy easy

Easily organize your estate information

Capture as much or as little information as desired. Our AI insights help you prioritize what to upload.

  • Clean organization to keep information tidy
  • Most important estate information in fields
  • Unlimited document uploads

Follow a simple, custom-made plan

Let our powerful AI engine break down your Estate Planning process in manageable steps.

  • Easy, step-by-step tasks based on your situation
  • Suggested deadlines (which you can change)
  • Direct links to actionable entry

Get to it with our friendly email nudges

We know life happens, and uploading your financial, property or health documents can take a back seat. So we follow up by email until it is done.

  • Quick emails based on deadlines
  • Easily actionable links
  • You control the frequency

Manage media and documents all in one place

Upload any document or media file easily, with relevant information as desired.

Easily consolidate your legacy information, whether it is a financial statement or a touching video message for your beneficiaries.

  • Secure uploads
  • Unlimited storage
  • Supports all common formats

Empower your trusted contacts to receive & share critical updates

Your chosen Trusted Contacts receive regular email reminders to notify Inheritus of such events, and upload a certificate.

They are notified of Death or Incapacitation event, based on your wishes.

  • Easy contact entry and role selection
  • Full control over notifications
  • Our team verifies certificates

Record your beneficiaries

Quickly add beneficiaries to ensure your wishes are respected.

  • Rapid contact entry
  • Optional email invitations
  • Information shared only as desired by user

Quickly access reports to save time and money with professionals

We put together clean summaries of your information so you don’t have to. Prevent mistakes by getting everyone on the same page – literally.

  • Quickly share estate information with others as needed
  • Flexible sharing - PDF, print, email etc
  • Comprehensive and up-to-date

Share key documents on your own terms

Decide when a document is shared – even after a passing.

  • Share any document with any contact
  • Set sharing conditions by document
  • Synchronize disclosure with multiple parties

Improve the security of your estate data

Our software engineers have handled sensitive personal data for over 35 years without a security breach. We implement bank-grade security.

  • Multi-factor authentication
  • End-to-end encryption
  • AI data de-identification

News and Views

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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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