Plan for the future. Navigate loss. Support the people that matter most.
Tools and guidance for individuals, families, and businesses before and after life’s hardest moments.
Planning Ahead
Create a clear, secure plan so your wishes are known and your loved ones protected every step of the way.
Settle an Estate
Guided support to help executors and families manage tasks after a death – step by step.
Business & Platform Partners
Add estate planning to your product, service, or client offering.
Plan for the future. Navigate loss. Empower your clients.
Tools and guidance for individuals, families, and businesses before and after life’s hardest moments.
Plan for the future. Navigate loss. Support the people that matter most.
Tools and guidance for individuals, families, and businesses before and after life’s hardest moments.
Planning Ahead
Create a clear, secure plan so your wishes are known and your loved ones protected every step of the way.
Settle an Estate
Guided support to help executors and families manage tasks after a death – step by step.
Empower your clients. Deepen relationships.
Business & Platform Partners
Add estate planning to your product, service, or client offering.
Support for individuals through legacy planning and estate administration after death. Built for businesses serving individuals and other businesses.
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Comprehensive will and trust creation
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Secure document storage and sharing
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Healthcare directives and power of attorney
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Digital asset management
Before life’s end
Ensure your wishes are honored. Protect your family. Simplify decisions.
After a death
Step-by-step guidance for executors and families during a difficult time.
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Guided executor workflows and checklists
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Asset inventory and valuation tools
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Debt and obligation management
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Distribution planning and documentation
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White-label solutions for partners
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API integrations for platforms
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Enterprise-grade security and compliance
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Dedicated support and training
At scale
Deliver trusted legacy and estate solutions to your clients or platform users.
Trusted by families, advisors and businesses
Real stories, secure processes and professional backing
Jordan M.
Legacy360 made it simple to organize everything in one place. My family knows exactly what to do, and I feel a real sense of relief.
Nadia H.
Estate360 gave me a clear, secure way to organize key documents and decisions. It’s easy to use, and my family knows exactly what to do.
Maria S.
Estate360 helped our partners document key directives and keep essential records organized. It’s streamlined continuity planning reduced uncertainty for everyone.
Features built for clarity, security and peace of mind
See your legacy clearly before decisions become difficult.
Inheritus helps you visualize the relationships between people, assets, documents, roles, obligations and distributions — giving families, executors, trustees and advisors a clear picture of what matters and what happens next.
Ready to get started?
Choose the path that’s right for you
See your legacy clearly before decisions become difficult.
Inheritus helps you visualize the relationships between people, assets, documents, roles, obligations and distributions — giving families, executors, trustees and advisors a clear picture of what matters and what happens next.
Legacy clarity
Your estate, clearly connected.
See how your plan, documents, assets, trusted people, and beneficiaries connect in one organized estate view.
Connect wills, trusts, directives, and important records to the plan.
Show spouse, children, trusts, and charitable gifts without clutter.
Make key responsibilities easier to understand before action is needed.
Estate intelligence
See what matters before it matters most.
Bring documents, assets, trusted people, and beneficiaries together in a visual structure families can understand.
Display spouse, children, family trust, and charitable giving paths without turning the map into a dense legal chart.
Help trusted people understand where documents connect and what they may need to manage.