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description: Review of Legacy360 Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Legacy360 | Reviews, Pricing & Demos - SoftwareAdvice AU
---

Breadcrumb: [Home](/) > [Workflow Management Software](/directory/4272/workflow/software) > [Legacy360](/software/552473/Legacy360)

# Legacy360

Canonical: https://www.softwareadvice.com.au/software/552473/Legacy360

> Legacy360 is an estate planning platform designed to help individuals create legally compliant wills, trusts, and healthcare directives. It securely manages both digital and physical assets. The platform is suitable for families organizing their legacy, financial advisors assisting clients with estate planning, and businesses incorporating estate planning tools.

Legacy360 offers will and trust creation with state-specific compliance and expert-reviewed templates. Users can store and share sensitive documents using bank-level encryption with controlled access permissions. The platform includes healthcare directive and power of attorney documentation, along with digital asset management features. Secure document storage protects information while allowing designated individuals access to critical materials when necessary.

The platform maintains enterprise-grade security and complies with regulations across G20 countries, ensuring privacy-protected information handling. Professional validation ensures documents meet legal standards. The system architecture supports integration into existing business workflows and client management systems.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Inheritus Inc.

## Commercial Context

- **Starting Price**: USD 10.00
- **Pricing model**: Flat Rate (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
- **Supported Languages**: English
- **Available Countries**: Australia, Brazil, Canada, France, Germany, Italy, Japan, Mexico, United Kingdom, United States

## Features

- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Process Control
- Business Process Automation
- Collaboration Tools
- Customizable Fields
- Data Import/Export
- Document Management
- Forms Management
- Generative AI
- Mobile Access
- Monitoring
- Progress Tracking
- Real-Time Data
- Reporting/Analytics
- Role-Based Permissions
- Rules-Based Workflow

## Support Options

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

## Category

- [Workflow Management Software](https://www.softwareadvice.com.au/directory/4272/workflow/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/552473/Legacy360)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/552473-Legacy360/> |
| en-AU | <https://www.softwareadvice.com.au/software/552473/Legacy360> |
| en-GB | <https://www.softwareadvice.co.uk/software/552473/Legacy360> |
| en-IE | <https://www.softwareadvice.ie/software/552473/Legacy360> |
| en-NZ | <https://www.softwareadvice.co.nz/software/552473/Legacy360> |

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