Inheritus

AI-driven estate management

inheritus.com

Enterprise evidence

Insufficient enterprise evidence

Public information covers access controls, auditability. Still unresolved: security assurance, sso & provisioning, data handling.

10 official sources · Fresh page review · Not independently tested

Sources reviewed 2026-11-01

2 / 7 areas with published evidence · 0 independently verified

Evidence & checks
Security assuranceMixed claims — review
Independent reporting Stripe produces annual SOC 1 and SOC 2 Type II reports.Reviewed 2026-11-01View source
- ISO 27001:2005Reviewed 2026-11-01View source

Before relying on it
Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.

SSO & provisioningNot found

Before relying on it
Test SSO enforcement, user removal and privileged-account recovery.

Access controlsCompany-published
## Role Based Access ControlReviewed 2026-11-01View source
The software uses Role-Based Access Control to allow access to certain features and functions by the role of the individual accessing the system.Reviewed 2026-11-01View source

Before relying on it
Test least-privilege roles and cross-tenant access with separate test accounts.

AuditabilityCompany-published
- Audit trail: Access events are logged so you can review who saw what, and when.Reviewed 2026-11-01View source

Before relying on it
Verify administrative and data-access events, retention and export.

Data handlingNot found

Before relying on it
Review DPA, subprocessors, retention, deletion, residency and AI training use.

Reliability & supportNot found

Before relying on it
Request SLA, incident history, recovery targets and support escalation terms.

Product effectivenessNeeds clarification
Enterprise users may not use the Services to build or enable competitive, substitute, or benchmarking products without express written consent.Reviewed 2026-11-01View source

Before relying on it
Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.

Published claims are not verified controls. No hands-on performance or security testing has been performed.

What we know

Provides Legacy360 and Estate360 tools for multi-currency, multi-jurisdiction estate management and settlement.

Worth asking

How does the platform ensure legal validity of documents across civil versus common law jurisdictions without local counsel?

Sources

Evidence details

Enterprise controls

Independent reporting Stripe produces annual SOC 1 and SOC 2 Type II reports

Developer access

Use our RESTful APIs to provision users, sync metadata, and manage life-cycle events and access rules from your existing systems ## Developer & API Capabilities Where Inheritus provides APIs, SDKs, or enterprise integrations:

Last checked Nov 1, 2026

Company-published evidence, not an independent audit. Unknown means unverified.