Introducing the Inheritus Legacy Calculator – Plan Your Future with Confidence

April 10, 2025 1 min read
Senior couple using Inheritus on smartphone

At Inheritus, we understand that planning for the future can be complex, especially when it comes to legacy planning and estate administration. That’s why we’re excited to introduce the Inheritus Legacy Calculator, a powerful tool designed to help you assess your estate and plan for a smooth transfer of wealth to future generations.

Whether you’re just starting to think about your legacy or are looking to refine your existing plans, our Legacy Calculator provides an easy-to-use, interactive way to estimate your estate’s value, potential tax liabilities, and optimal wealth distribution strategies.

Key features of the Inheritus Legacy Calculator include:

  • Estate Value Estimation: Get a clearer picture of your assets and liabilities.
  • Tax Impact Projections: Understand the potential tax burden on your estate and explore strategies to minimize it.
  • Wealth Transfer Simulation: See how different scenarios will affect the distribution of your wealth.

Take control of your financial future today and make informed decisions with the Inheritus Legacy Calculator. Visit inheritus.com/legacy-calculator to start planning your legacy with confidence.

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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