For Leading Law Firms – Lawyers, Notaries, and Paralegals

Streamline Your Estate Planning and Settlement Services

A Special Offer for Legal Professionals

Inheritus Inc. is excited to introduce two cutting-edge offerings that ease the process of estate documentation and settlement.

With the Inheritus Legacy360™ & Estate360™ solutions, you can quickly assemble a comprehensive picture of an estate, before and after a life event.

Working collaboratively with executors, or individually as the appointed executor / estate trustee, you can record all important transactions (even across jurisdictions and currencies), share information and documents selectively, and benefit from a smart activity list and insights.

Empower Your Law Firm with Comprehensive Estate Solutions

Managing estates can be complex, time-consuming, and prone to errors. Our solutions equip your law firm with the tools you need to manage estates efficiently, while enhancing both internal and external collaboration.

Whether you are organizing estate documentation, managing probate, or updating beneficiaries, Estate360 and Legacy360 streamline these processes to save time, reduce administrative burdens, and ensure that no critical detail is overlooked.

Key Features for Legal Professionals

Our solution simplifies estate planning, helps create essential documents, enables secure sharing, and offers lifetime access to tools for staying organized and up-to-date.

Simplified Estate Handling

Focus on providing expert legal advice, using the platform to quickly handle administrative tasks like document management, asset tracking, and beneficiary communication.

Centralized Document Management

Keep all estate-related documents—wills, trusts, powers of attorney, and legal correspondence—in one secure, digital location. Easily access and share documents with clients and other legal professionals involved in the estate.

Seamless Client Collaboration

Offer your clients a transparent and collaborative experience with real-time access to their estate plans. Clients can upload documents, check the status of their estate, and even communicate with you through a secure portal, ensuring smooth communication and updates throughout the process.

Secure Beneficiary Management

Easily track and manage beneficiaries, ensuring they receive accurate updates on estate progress. Provide a clear breakdown of distributions, assets, and timelines, ensuring a seamless experience for executors/trustees, beneficiaries, and other stakeholders.

Build Client Trust and Loyalty

By offering Estate360 and Legacy360, your law firm can provide clients with a higher level of service. You will help clients stay organized, reduce the complexities of estate planning, and offer peace of mind that their legacies are in good hands.

Empower your firm to serve clients with personalized, tech-driven estate documentation & settlement services that build long-term relationships and increase client satisfaction

Save Time and Increase Productivity

Handle more clients with less effort. With fewer administrative tasks and streamlined processes, your firm can focus on providing high-level strategic guidance to clients.

Differentiate Your Firm

In today’s competitive legal landscape, offering cutting-edge, digital estate management solutions sets your firm apart. Demonstrate your commitment to innovation and client care, providing a unique value proposition that distinguishes your services.

Reduce both Risk and Costs

Lower operational costs, eliminate errors, and reduce the risk of malpractice. Manage estates more effectively and with greater accuracy.

Trusted by Legal Professionals Worldwide

Join the growing community of law firms, notaries, and paralegals who trust Inheritus to  grow their estate practice. Designed with legal professionals in mind, Inheritus is your go-to platform for managing estates of all sizes and complexities

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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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