Consolidate an Estate for Less Than the Cost of One Hour with a Lawyer

Whether you are individual, estate trustee or executor, or an organization, there is a flexible pricing option for you

Estate360™

For Estate Trustees / Executors

$199

/year

Billed Annually

  • Securely administer all aspects of a deceased estate to orchestrate settlements and distributions
  • Quickly centralize all relevant information and documents in one efficient platform, collaborating with relevant parties
  • Receive a smart to-do list and insights automatically generated based on the estate specificities
  • Manage estates across multiple jurisdictions, countries and currencies as needed
  • Executors already included in Legacy360 are auto-invited to register, and all information is transferred over to Estate360
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Legacy360™

For Families

from

$10

/month

Billed monthly
  • Ensure peace of mind with a one-stop solution to continuously document your entire estate
  • Capture all relevant information and documents with a step-by-step guide and visuals of your assets
  • Store personal, financial, property, health information and legal documents - and much more
  • Control who sees what, and when, at all times
  • Proactively manage your legacy with valuable insights based on your particular situation
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Buy Now

For Organizations: Help your Customers with the #1 Estate Planning and Settlement Solution

Legal Firms

  • Branded service for Wills & Estates clients
  • Perform Probate work faster & cheaper
  • Extend client relationships to Executors

Financial Advisors

  • Extend service offerings under your brand
  • Deepen relationships with next generation
  • Role-based System with custodial Management

Associations

  • No infrastructure or technical expertise required
  • Incremental paid/unpaid offerings to members
  • Not-for-Profit pricing plans

Bank and Trust Companies

  • Provide additional services for customers
  • Seamless integration with existing bank systems
  • Demonstrate value-add for specific customer groups

Need a Custom Plan? Ask About our Partner Program.

Have specialized business needs? Let’s discuss them and find the best solution, together.

  • Unlimited Storage
  • Unlimited Users
  • Secured, Enterprise-class Software
  • Personalized Dashboards for each User Role
  • Affordable & Comprehensive
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Do you have any questions? Our team will be happy to assist.

Ask about code availability, bulk licensing, pricing, implementation, or anything else. Our skilled and knowledgeable representatives are standing by, ready to help.

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For Life

$59

/ month
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  • Downloadable Files
  • Commercial Uses
  • 5,200+ Digital Assets
  • 10 Downloads per Day
Get Started

For Life & Beyond

Recommended

$99

/ month
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  • Downloadable Files
  • Commercial Uses
  • 5,200+ Digital Assets
  • 10 Downloads per Day
Get Started

Beyond Life

$69

/ month
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  • Downloadable Files
  • Commercial Uses
  • 5,200+ Digital Assets
  • 10 Downloads per Day
Get Started
Limited Time Offer!

Unlock a Free Estate Executor Checklist + 15% Off Your First Purchase!

Thank you for visiting! We’re excited to offer you a complimentary Estate Executor checklist (written for North America) and a 15% discount on your first order. Simply enter your email address below to claim your free checklist and unlock your exclusive discount coupon. Don’t miss out on this limited-time opportunity!

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.

Monthly

Low Price, Best Flexibility

$10

/month
  • Billed Monthly in Advance
  • No Fixed Term
  • Cancel at Any Time
Choose Plan

Annually

Get 2 Months Free

$100

/12 months

  • Billed Annually in Advance
  • Unlimited Use
  • Integrated With Estate Administration
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MOST POPULAR

2-Year Term

Our Lowest Cost/Month

$190

/36 months

  • Billed Once Every 2 Years
  • Automatic Renewal
  • Integrated With Estate Administration
Choose Plan

3-Year Term

Get 4 Months Free

$280

/60 months

  • Billed Once Every 3 Years
  • Automatic Renewal
  • Integrated With Estate Administration
Choose Plan

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