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7-day free trialNo subscription charge during the trial
$199 per yearBilled annually per decedent after the trial
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Start your Estate360 free trial.

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Administering an estate

Estate360

$0 for the first 7 days

Then $199 per year, billed annually per decedent, unless you cancel before the trial ends.

  • Build a guided estate-administration checklist
  • Upload and organize estate documents
  • Invite executors and collaborators
  • Track deadlines, progress and distributions
Continue to Stripe Checkout Return to Estate360 pricing

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Understand what happens next

Your Estate360 trial, renewal and account information.

When will I be charged?

You will not be charged during the seven-day trial. If you do not cancel before the trial ends, your Estate360 subscription begins at $199 per year, billed annually per decedent.

Why is a credit card required?

A credit card is required to start the trial and support automatic subscription billing if you continue after the trial period. Your card information is entered through Stripe Checkout.

How do I avoid a subscription charge?

Cancel before the seven-day trial ends. Review the cancellation process and the trial end date shown during registration and in your account communications.

What happens if a renewal payment fails?

You have a 15-day grace period to update your credit card. If payment remains unresolved, access is suspended and your data is archived for up to one year. Reinstatement is available during that period for an administrative fee. You and your designated trusted contacts receive notice 30 days before permanent deletion.

By continuing to Stripe Checkout, you confirm that you have reviewed the applicable Estate360 price, renewal and cancellation information, along with the Terms of Use and Privacy Policy.

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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