For Market-Leading Realtors

Expand Your Role as a Realtor—Simplify Estate Transitions

As a Realtor, you’re not just selling properties; you’re helping people navigate major life changes—whether it’s selling a family home, downsizing, or managing a property through an estate transition. These processes can be complicated, especially when tied to estate planning or settling a loved one’s affairs. Often, clients are overwhelmed by the legal, financial, and emotional aspects of selling inherited properties.

With our Estate360™ and Legacy360™ solutions, you can offer your clients more than just property sales services. You can help them plan for the future, minimize complications during estate transitions, and ensure that real estate assets are passed on or sold efficiently and with minimal stress.

Simplify Real Estate Transfers for Estates

Streamline the Sale of Inherited Properties

Whether you’re helping the executor or trustee sell a property or advising on the distribution of real estate among beneficiaries, all relevant documents, titles, and instructions are stored in a secure digital vault, giving you and your clients easy access to everything needed to list or transfer properties. You’ll be able to focus on what you do best—selling the property—while Estate360 handles the back-end organization.

Most estate executors and trustees aren’t familiar with the full scope of their responsibilities, especially when it comes to handling real estate. Estate360 also provides them with step-by-step guidance, making it easier for you to collaborate with them on listing and selling estate properties. By having a clear process in place, you can ensure there’s no delay in getting the property on the market and closing deals.

Help Clients Plan Ahead with Legacy360

For your clients who are thinking ahead about estate planning, Legacy360 allows them to organize their assets, including real estate, in a structured and easily accessible way. You can position yourself as a valuable partner in this process by helping them understand the value of their property and how it fits into their overall estate plan.

When clients have used Legacy360 to prepare their estates, you’ll be ready to assist with the smooth transfer or sale of properties. The platform makes it easy to access all necessary information, ensuring a faster, more efficient process for you and your clients.

Lead Generation Through Estate Planning

Create a new source of potential business. As clients organize their estates and identify real estate as part of their plan, they will look to you to help them with the sale or transfer of those properties. You’ll stay top-of-mind when the time comes for them to take action, whether they’re selling an inherited property or downsizing to a new home.

Position Yourself as a Long-Term Partner for Clients

Go beyond buying and selling homes. Become a trusted advisor to your clients, helping them plan for their future and manage their real estate assets within the broader context of estate planning. Position yourself as a lifelong partner in your clients’ real estate journeys.

Increase Efficiency with Clear, Organized Processes

Access a structured, easy-to-follow process, and have all necessary documents and instructions in one place. Save time and reduce delays in property sales and transfers.

Minimize Emotional and Legal Complications for Clients

Estate sales can be fraught with emotional and legal complexities. Help reduce friction between family members and ensure that the sale of real estate happens in a timely, organized manner, minimizing the risk of disputes and delays.

See it in Action

Start using Legacy360 and Estate360 to streamline real estate transitions and enhance your services. Request a demo or sign up now for a free trial to learn how you can grow your business and better support your clients.

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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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