Transform your Business with AI backed Wills and Estate Management

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Do you want to Grow your Business &...

Do you want to...

  • Maintain & Deepen relationships with multiple generations?

  • Provide branded digital tools for clients & members?

  • Enable easier Estate Administration?

  • Provide enhanced service to customers?

Get Started
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Financial Advisors

This All-in-One Software application helps establish and maintain relationships with multi-generational heirs with online technology they’re familiar with. Analytics Dashboards and AI are available to help advisors better serve clients and their heirs. Role-based Access control for Advisory firms coupled with data encryption and multi-factor authentication not only ensures structured control but also maintains the highest levels of information security. The system can be deployed in a multi-level , hierarchal, secure approach with Custodians, System Administrators, Administrators, Managers and Users assigned within each hierarchy.

Banks and Trusts

Estate departments and groups are being challenged everyday by new legislation and customer demands. A seeming endless set of legal and financial expertise is being requested by customers within the Wills & Estates area. This system allows employees with appropriate permissions to access customer information while collaborating with Subject Matter Experts within the organization to provide timely and accurate assistance to customers. By integrating the system with other internal systems you can provide a more complete picture of customers and facilitate incremental services and fees. 

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Legal Firms

Today, firms need better tools to help clients with cheaper, faster, Probate filing, periodic Estate Returns and more. By providing branded tools to clients, firms strengthen and reinforce their position as leading firms for Wills & Estates work. Specific Terms of Use and enterprise-grade security eliminate questions of liability for firms as users are responsible for their usage. Since the system allows users to invite Estate Trustees and Trusted Advisors, it facilitates the ability for firms to expand their client base.

Associations

Associations exist to serve their membership through advocacy, access to preferred partners, special promotions, community action, unique member services & tools, providing information members can trust and much more. This software allows a variety of associations to provide a branded, customized, digital service for members to securely manage their legacy information and estates. The service may be offered as a unique, free, tool or as a pay-per-use tool. It also provides for attracting new members as existing members can invite family members, trusted advisors and others.

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Contact us today to discuss specialized needs for your business or association.

With a variety of ways to license, brand, deploy and use the software, our business and technical experts can provide the guidance needed for your organization.

Contact us

Do you want to

  • Maintain & Deepen relationships with multiple generations?
  • Provide branded digital tools for clients & members?
  • Enable easier Estate Administration?
  • Provide enhanced service to customers?

Financial Advisors

This All-in-One Software application helps establish and maintain relationships with multi-generational heirs with online technology they’re familiar with. Analytics Dashboards and AI are available to help advisors better serve clients and their heirs. Role-based Access control for Advisory firms coupled with data encryption and multi-factor authentication not only ensures structured control but also maintains the highest levels of information security. The system can be deployed in a multi-level , hierarchal, secure approach with Custodians, System Administrators, Administrators, Managers and Users assigned within each hierarchy

Banks & Trusts

Estate departments and groups are being challenged everyday by new legislation and customer demands. A seeming endless set of legal and financial expertise is being requested by customers within the Wills & Estates area. This system allows employees with appropriate permissions to access customer information while collaborating with Subject Matter Experts within the organization to provide timely and accurate assistance to customers. By integrating the system with other internal systems you can provide a more complete picture of customers and facilitate incremental services and fees. 

Associations

Associations exist to serve their membership through advocacy, access to preferred partners, special promotions, community action,

unique member services & tools, providing information members can trust and much more. This software allows a variety of associations to provide a branded, customized, digital service for members to securely manage their legacy information and estates. The service may be offered as a unique, free, tool or as a pay-per-use tool. It also provides for attracting new members as existing members can invite family members, trusted advisors and others.

Legal Firms

Today, firms need better tools to help clients with cheaper, faster, Probate filing, periodic Estate Returns and more. By providing branded tools to clients, firms strengthen and reinforce their position as leading firms for Wills & Estates work. Specific Terms of Use and enterprise-grade security eliminate questions of liability for firms as users are responsible for their usage. Since the system allows users to invite Estate Trustees and Trusted Advisors, it facilitates the ability for firms to expand their client base

Do You Want to...

Maintain & Deepen relationships with multiple generations

Provide branded digital tools for clients & members

Enable easier Estate Administration

Provide enhanced service to customers

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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