Enterprise partnerships that extend your value and scale with confidence.

Inheritus enables organizations to deliver structured, human-centered legacy planning at scale. Our partner models are built for enterprises that need differentiation, speed to market, and measurable client impact without operational complexity.

Add to Client Services
Integrate & Resell

Business Models

Add to Client Services

Expand enterprise service offerings without expanding overhead

Ideal for: Enterprise advisory firms, institutions, and service organizations serving families directly.

Inheritus is added as a complementary service within your existing client experience. It strengthens outcomes around inheritance, continuity, and family alignment — areas consistently underserved by traditional solutions.

Learn how to offer to clients

Enterprise value

  • Enhances client engagement beyond transactional services
  • Reduces downstream risk caused by unclear intentions and family conflict
  • Increases retention through long-term, multi-generation relevance
  • Requires minimal internal resources to deploy

Client impact

  • Clear articulation of wishes, values, and intent
  • Clear articulation of wishes, values, and intent
  • Improved family understanding and preparedness
  • A guided experience that complements legal and financial work

Deployment

  • Exclusive license, Co-branded service or Referrals
  • Optional bundling into premium or enterprise tiers
  • Inheritus manages product and evolution
  • Partner manages support

Integrate & Resell

Embed legacy intelligence into your platform or ecosystem

Ideal for: Enterprise platforms, networks, and solution providers operating at scale.

Inheritus becomes a native part of your product, workflow, or member experience delivered under your commercial model while powered by Inheritus within your infrastructure.

Explore integration options

Enterprise value

  • Accelerates roadmap delivery without internal build costs
  • Introduces a differentiated capability competitors lack
  • Generates scalable, recurring revenue
  • Strengthens ecosystem stickiness and lifetime value

Client impact

  • Clear articulation of wishes, values, and intent
  • Clear articulation of wishes, values, and intent
  • Improved family understanding and preparedness
  • A guided experience that complements legal and financial work

Deployment

  • Exclusive license, Co-branded service or Referrals
  • Optional bundling into premium or enterprise tiers
  • Inheritus manages product and evolution
  • Partner manages support
Partner with Inheritus for Better Client Outcomes

Collaborate with a proven platform built for wealth, estate, and legacy planning. Our flexible partner support and expert guidance help your team deliver deeper value without reinventing the wheel.

Kailah Clarke

VP, Strategic Partnerships
kclarke@inheritus.com

Start the conversation

Some of our Partners

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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