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?
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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.
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
![](http://chp.e1f.myftpupload.com/wp-content/uploads/2024/02/Modern-Business-Hero-Image-4-1.webp)
![](https://inheritus.ca/wp-content/uploads/2024/02/Modern-Business-Hero-Image-3-1.webp)