Preserve your Legacy and Administer Estates with our Flexible Pricing Options

Whether you are individual, estate trustee or an organization, we have plans that’s right for you

Recommended

from

$10

/month

Billed monthly

$199

/year

Billed Annually

One Solution that fits all types of Organizational Requirements

Legal Firms

Financial Advisors

Associations

Bank and Trust Companies

Need a Custom Plan? Ask About our Partner Program.

Have specialized business needs? Let’s discuss them and we’ll find you the best solution.

choose-plan

Do you have any questions? Our team will be happy to assist.

Ask about code availability, bulk licensing, pricing, implementation, or anything else. Our skilled and knowledgeable representatives are standing by, ready to help.

For Life

$59

/ month
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For Life & Beyond

Recommended

$99

/ month
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Beyond Life

$69

/ month
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Simple and Transparent Pricing Plans

Choose the right plan that fits your business needs and budget.

For Life

$10

/month
Billed monthly
Recommended

For Life and Beyond

$49

/month
Billed monthly

Beyond Life

$99

/month
Billed monthly

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.

Monthly

Low Price, Best Flexibility

$10

/month

Annually

Get 2 Months Free

$100

/12 months

MOST POPULAR

2-Year Term

Our Lowest Cost/Month

$190

/36 months

3-Year Term

Get 4 Months Free

$280

/60 months

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