---
description: Review of Estate360 Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Estate360 | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Legal Document Management Software](/directory/1392/document-management/software) > [Estate360](/software/554057/Estate360)

# Estate360

Canonical: https://www.softwareadvice.co.nz/software/554057/Estate360

> Estate360 is estate administration software designed for executors, trustees, fiduciaries, and families responsible for settling a deceased estate. It replaces disconnected spreadsheets, email threads, paper files, and manual checklists with one secure platform for managing the estate from initial setup through final distribution.

A guided workflow and personalized Activity List help users understand what needs to be completed next. Executors can track assets, liabilities, taxes, deadlines, creditor claims, settlements, and beneficiary distributions while maintaining a clear record of progress. Important documents including wills, trusts, financial records, and correspondence can be organized in a secure digital vault.

Estate360 also supports collaboration with co-executors, beneficiaries, family members, and professional advisors. Relevant parties can contribute information and receive updates without repeated back-and-forth communication, helping improve transparency throughout the settlement process.

The platform is particularly useful for complex estates involving multiple beneficiaries, jurisdictions, countries, or currencies. It supports cross-border estate administration and the publication of Notices to Creditors, helping users meet local requirements and protect estates from unresolved claims.

Executors already identified in Legacy360 can be invited to Estate360, with relevant estate information transferred into the administration workflow. By centralizing documents, tasks, deadlines, and communications, Estate360 helps reduce administrative burden, avoid missed steps, and move estates toward settlement more efficiently.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Inheritus Inc.

## Commercial Context

- **Starting Price**: US$199.00
- **Pricing model**: Other (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Canada, United Kingdom, United States

## Features

- Activity Tracking
- Case Management
- Compliance Management
- Contact Management
- Customizable Fields
- Document Capture
- Document Classification
- Document Management
- Document Storage
- For Legal Professionals
- Full Text Search
- Secure Data Storage

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Legal Document Management Software](https://www.softwareadvice.co.nz/directory/1392/document-management/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/554057/Estate360)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/554057-Estate360/> |
| en-AU | <https://www.softwareadvice.com.au/software/554057/Estate360> |
| en-GB | <https://www.softwareadvice.co.uk/software/554057/Estate360> |
| en-IE | <https://www.softwareadvice.ie/software/554057/Estate360> |
| en-NZ | <https://www.softwareadvice.co.nz/software/554057/Estate360> |

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