Inheritus Inc.

What Inheritus Inc. does

Inheritus Inc. is a Toronto-based, privately held software company that operates a cloud-based estate planning and estate administration platform for individuals, families, executors, trustees, and the professionals and businesses that serve them. The company is built around two core products: Legacy360™, a pre-death digital vault and planning tool where individuals store, manage, and share financial, legal, personal, and health documents and generate AI-driven personalized insights; and Estate360™, a post-death administration platform for executors and trustees that provides guided checklists, asset and liability inventory, multi-currency and multi-jurisdiction transaction tracking, beneficiary communication (email/SMS), and AI-powered guidance and reporting. The platform automatically transitions a decedent's data from Legacy360 to an invited Estate360 executor, with event-triggered access logic for life events such as death, incapacitation, retirement, or employment change.

The underlying technology stack uses RESTful APIs (JSON-WSP format), AES-256 encryption at rest, TLS/SSL 2,048–4,096-bit in transit, SHA-256-based role-based access control, multi-factor authentication, and multi-jurisdiction compliance covering all G20 countries. A native mobile application (Inheritus360 for iOS and Android) extends access. Free assessment tools (Money Longevity Check, Executor Readiness Check, Estate Plan) feed a content-led, SEO-driven funnel, complemented by The Inheritus Podcast, email nurture, paid search, and partner co-marketing.

Inheritus monetizes the platform through individual consumer subscriptions (Legacy360 at $10/month, $100/year, $190/2-year, $280/3-year, $599 lifetime; Estate360 at $199/year per decedent) and a B2B2C partner program that includes white-label deployment, embedded API integration, referral/resale, and custom enterprise licensing across insurance carriers, group benefits providers, wealth and financial advisors, legal firms, funeral homes, retirement associations, accountants, and realtors. Stripe powers checkout; Column is integrated for Notice to Creditors publishing. The company is privately owned with 1–10 employees, headquartered at 10 Four Seasons Place, Suite 1000, Toronto, and governed by Ontario corporate law.

Name

Inheritus Inc.

Legal name

Inheritus Inc.

Website

https://inheritus.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Inheritus Inc. is a Toronto-based, privately held cloud software company that offers Legacy360™ for pre-death estate planning and Estate360™ for post-death estate administration, serving individuals, families, executors, advisors, and enterprise partners across G20 countries.

Ownership category

akta.pro rank

Product category

Estate Planning Software

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Estate & Legacy Planning Advisory (FSAEAAAG)

akta.pro secondary industries

Survivorship / Second-to-Die Life Insurance (FSAIABAE), Senior Living & 55+ Community Brokerage (BPAJAAAH)

Keywords

• Estate planning software
• Legacy management platform
• Estate administration tools
• Digital inheritance solutions
• End-of-life planning

Headquarters

HQ city

Toronto

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Legacy360 Individual Subscriptions: Subscription revenue from individual consumers purchasing Legacy360 plans. Plans include monthly ($10/month), annual ($100/year), 2-year ($190), 3-year ($280), and lifetime ($599 one-time). A free 7-day trial is offered as a conversion mechanism.
2. Estate360 Individual Subscriptions: Subscription revenue from executors and trustees purchasing Estate360 plans. Billed annually at $199/year with a free 7-day trial. Executors included in Legacy360 are auto-invited to Estate360 upon the account holder's death.
3. Enterprise and Partner Licensing: B2B revenue from enterprise partners including HRTech, benefits providers, insurance carriers, wealth management platforms, legal firms, funeral homes, retirement associations, and accounting firms. Commercial models include per-user pricing, revenue share on resale, bundled/tiered access, and enterprise licensing. Pricing is custom/quote-based.
4. White-Label and Co-Branded Solutions: Partners can offer Inheritus as a fully white-labeled or co-branded solution under their own commercial model, generating recurring licensing and/or revenue-share income for Inheritus.
5. Gift Cards: Gift card purchases available for Legacy360 subscriptions, allowing third-party purchase of platform access as a gift.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

Legacy360™ for proactive legacy and estate planning and Estate360™ for end-to-end post-death estate administration, delivered as a SaaS platform with subscription pricing to individuals and channel-partner licensing to enterprise buyers. The platform is supported by free readiness assessment tools (Money Longevity Check, Executor Readiness Check, Estate Plan) and a mobile companion app (Inheritus360) used by executors and beneficiaries to manage estate settlement tasks.

Product overview

Inheritus Inc. offers a dual-product platform architecture consisting of Legacy360™ for proactive lifetime estate planning and Estate360™ for post-death estate administration, both built on a shared data layer enabling automatic information transfer when a user passes away. Legacy360 is a subscription-based digital vault and planning tool (offered at $10/month, $100/year, $190/2-year, $280/3-year, or $599 lifetime), while Estate360 is an executor administration tool (offered at $0 for 7 days free trial then $199/year). Both products are supplemented by free assessment tools (Money Longevity Check, Executor Readiness Check, Estate Plan), an Inheritus360 mobile app for both platforms, and a white-label/API platform for business partners. The platform supports multi-jurisdiction, multi-currency, and multi-language estate management with AI-driven guidance and automation.

Differentiator

Problem solved

Functional benefit

Brands

• Legacy360: A digital platform for individuals to store, manage and share financial, legal, personal, and health documents securely with trusted advisors and contacts for life, incapacitation, or after death.
• Estate360

Products and services

• Legacy360™ A subscription SaaS product that guides individuals and families through proactive legacy planning, including capturing personal, financial, healthcare, and end-of-life wishes in a centralized digital record. Targets consumers planning for aging, incapacity, and death.
• Estate360™ A subscription SaaS product providing end-to-end estate administration workflows for executors, trustees, and beneficiaries following a death. Manages tasks, documents, and stakeholder coordination required to settle an estate.
• Inheritus360 Mobile App A mobile companion app that lets executors and beneficiaries manage estate administration tasks, documents, and communications from smartphones. Pairs with Estate360™ and Legacy360™ subscriptions.
• Money Longevity Check A free standalone online assessment tool that evaluates an individual's financial longevity and readiness for retirement and end-of-life scenarios. Used as a top-of-funnel engagement tool for Legacy360™ and Estate360™.
• Executor Readiness Check™ A free standalone online self-assessment tool that scores an individual's preparedness to act as an executor of an estate. Functions as both an awareness tool and a lead generator for Estate360™.
• Estate Plan A free standalone online tool that helps individuals produce a baseline estate plan document or checklist, used as an entry point into the paid Legacy360™ planning experience.

Quantifiable outcome

• Reduce probate costs for families by automating administrative estate work — average U.S. probate costs reach up to $14,000 per LegalZoom analysis cited by Inheritus.
• +2 more outcomes

Named customers3 records

Segments10 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability6 records

Feature9 records

Partnerships

Five partnerships are on record, tiered core and minor.

• ColumncoreTechnology or Integration · 7 April 2026Inheritus announced a partnership with Column in April 2026 to integrate Notice to Creditors (NTC) publishing directly within the Inheritus platform. Users can now submit and publish Notices to Creditors online through Inheritus without manual newspaper coordination. Column handles publication coordination, compliance requirements, affidavits, documentation, and payment processing. This integration streamlines a critical step in estate administration and probate for executors and estate administrators.
• StripecoreTechnology or IntegrationStripe is listed as a partner on the Inheritus website's 'Some of our Partners' section. Stripe provides secure payment processing infrastructure for all Inheritus subscription transactions and checkout flows, enabling credit card payments for Legacy360 and Estate360 plans.
• ASL (ASL Consulting)minorChannel Partner/ Reseller/ DistributorListed as a partner on Inheritus's 'Some of our Partners' page. ASL (ASL Consulting) appears to be a consulting or advisory firm that refers or distributes Inheritus services to its client base.
• CaprosminorChannel Partner/ Reseller/ DistributorListed as a partner on Inheritus's 'Some of our Partners' page. Capros (capros.ca) is a financial or advisory firm that likely refers Inheritus services to its client network.
• SimpleHRminorChannel Partner/ Reseller/ DistributorListed as a partner on Inheritus's 'Some of our Partners' page. SimpleHR (simplehr.ca) is an HR solutions firm that presumably integrates or refers Inheritus estate planning tools as part of its HR or benefits offering.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Snug: Online estate planning service for wills, healthcare directives, and end-of-life planning. Comparable in product scope to Legacy360 and competes for the same consumer planning segment.
• Cake: End-of-life planning platform providing wills, healthcare directives, and preplanning tools for individuals. Closely comparable to Inheritus's Legacy360 in target customer (individuals planning ahead) and content-led GTM motion.
• Wealth.com: Estate planning platform purpose-built for financial advisors, offering white-label and embedded tools for client estate plans. Directly comparable to Inheritus's financial-advisor segment and enterprise white-label motion.
• Trust & Will: Online estate planning platform offering wills, trusts, and estate administration for individuals and families. Most directly comparable to Inheritus's Legacy360 product in product scope, pricing model, and target customer, and competes in the same B2B2C channel space.
• FreeWill: Online will and estate planning service offering free tools to individuals and partner integrations with nonprofits and financial institutions. Comparable to Inheritus's consumer-facing free tools and B2B2C partnerships with financial institutions.
• Everplans: Digital estate planning platform for securely organizing end-of-life information, with enterprise and advisor offerings. Closely comparable to Inheritus's Legacy360 vault-and-planning product.
• Vanilla: Estate planning platform built for financial advisors, enabling branded client estate plans. Directly comparable to Inheritus's financial-advisor and white-label motion.
• WealthHalo: Estate planning and beneficiary management software for financial advisors. Comparable to Inheritus's wealth advisor segment and B2B2C channel strategy.

Broad incumbents

• Rocket Lawyer: Large online legal services platform with wills, estate planning, and broad SMB legal offerings. Comparable as a broad incumbent competing for the same consumer estate-planning demand with significantly greater scale.
• LegalZoom: Broad online legal services platform offering wills, trusts, LLC formation, and many adjacent services. Competes with Inheritus in consumer will creation but operates a much wider portfolio and benefits from strong consumer brand awareness.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/InheritusInc
• Facebookfacebook.com/inheritus

Compliance10 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inheritus Inc.