# Inheritus

AI-driven estate management

Research: https://www.safecli.org/company/inheritus.com
Company: https://inheritus.com

## Evidence status

Insufficient enterprise evidence
Source review: 2026-11-01T15:00:18.159Z
API: API mentioned

Company-published claims, not independently verified controls. Unknown is not evidence of absence.

## Procurement checks

### Security assurance — Mixed claims — review

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

Source: https://inheritus.com/precheckout-estate360/
Reviewed: 2026-11-01T15:00:18.159Z

> - ISO 27001:2005

Source: https://inheritus.com/security/
Reviewed: 2026-11-01T15:00:18.159Z

- [ ] Request the current audit report, scope, exceptions and expiry; confirm the vendor entity.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### SSO & provisioning — Not found


- [ ] Test SSO enforcement, user removal and privileged-account recovery.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Access controls — Company-published

> ## Role Based Access Control

Source: https://inheritus.com/security/
Reviewed: 2026-11-01T15:00:18.159Z

> The software uses Role-Based Access Control to allow access to certain features and functions by the role of the individual accessing the system.

Source: https://inheritus.com/security/
Reviewed: 2026-11-01T15:00:18.159Z

- [ ] Test least-privilege roles and cross-tenant access with separate test accounts.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Auditability — Company-published

> - Audit trail: Access events are logged so you can review who saw what, and when.

Source: https://inheritus.com/introducing-trusted-delegate-in-legacy360-peace-of-mind-when-it-matters-most/
Reviewed: 2026-11-01T15:00:18.159Z

- [ ] Verify administrative and data-access events, retention and export.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Data handling — Not found


- [ ] Review DPA, subprocessors, retention, deletion, residency and AI training use.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Reliability & support — Not found


- [ ] Request SLA, incident history, recovery targets and support escalation terms.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

### Product effectiveness — Needs clarification

> Enterprise users may not use the Services to build or enable competitive, substitute, or benchmarking products without express written consent.

Source: https://inheritus.com/acceptable-use-policy/
Reviewed: 2026-11-01T15:00:18.159Z

- [ ] Run a representative pilot against your current workflow; measure errors, missed cases, time saved and human review cost.
- [ ] Record reviewer, test date, scope, result and supporting artifact.

## Decision

- Owner:
- Intended use and data sensitivity:
- Blocking requirements:
- Pilot success criteria:
- Unresolved risks:
- Decision and review date: