Proactive Real Estate Management: Stand Out During Life’s Transitions

2024 1 min read

When a client passes away, their estate—including real estate assets—often falls into chaos. Realtors who haven’t proactively managed these assets risk losing the business to competitors. By integrating estate planning software, you can position yourself as the advisor of choice during estate settlements, ensuring continuity and trust.

The Risk of Being Unprepared

Without estate planning, families often turn to new advisors during inheritance. This creates a gap for realtors, who lose both the client relationship and potential revenue. 90% of wealth is lost by the third generation (Source: Williams Group), highlighting the importance of proactive management.

Why Estate Planning Tools Matter

By helping clients populate their estate, realtors can:

  • Anticipate future transitions and manage real estate proactively.
  • Ensure continuity of their role as trusted advisors.
  • Avoid churn by engaging heirs before inheritance occurs.

How Inheritus.com Can Help

Inheritus provides estate planning tools that:

  • Simplify estate management for clients and their families.
  • Build trust with heirs before transitions occur.
  • Position realtors as proactive advisors during life’s most challenging moments.

Affordable and seamless to deploy, our platform ensures you’re ready for any transition.

Become the Advisor Families Trust

Contact Inheritus.com today to learn how estate planning tools can secure your role as a trusted real estate advisor. Discover our Estate Planning Solutions for Realtors and start building a stronger future for your business.

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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