Unlock Hidden Real Estate Opportunities with Estate Planning Software

2024 1 min read

For realtors, success often depends on identifying and managing real estate assets—but what happens when those assets remain invisible? Too often, a realtor’s focus on individual clients prevents them from seeing the full picture of a family’s real estate portfolio. Estate planning software changes the game, enabling realtors to identify existing properties across generations and uncover financial assets that can be turned into real estate opportunities.

The Hidden Asset Problem

Many families hold real estate or financial assets that go unreported until they become part of an estate settlement. Without proactive management, these opportunities are missed. Realtors who rely on transactional relationships risk losing visibility into these hidden assets and the revenue they could generate.

The Great Wealth Transfer: A Massive Opportunity

The $84 trillion Great Wealth Transfer is reshaping real estate opportunities globally. As this wealth moves from baby boomers to younger generations, realtors who can identify and manage hidden assets will thrive, while others will be left behind.

How Inheritus.com Helps

Inheritus’ estate planning software allows clients to populate their estate, creating a comprehensive view of real estate and financial holdings. Realtors gain:

  • Insight into hidden properties and potential new opportunities.
  • Access to financial assets that could be turned into real estate investments.
  • A chance to build trust with entire families, not just individual clients.

Affordable and Easy to Deploy

For just cents per month per client, Inheritus delivers valuable insights to help realtors uncover hidden wealth. Deployment is fast and seamless, with optional change management support.

Don’t Wait to Unlock New Opportunities

Discover how estate planning software can transform your approach to real estate. Contact Inheritus.com today to learn more about our Estate Planning Solutions for Realtors and build stronger, multigenerational client relationships.

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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