Company Performance Metrics
Ereditax develops software for succession planning and estate organization. The company offers a web-based application that helps professionals map heirs, structure family assets, and model legitimate and testamentary succession shares. The platform supports manual and automated mapping of real estate and corporate holdings and estimates
inheritance taxes by asset class under Italian rules. Users can run multiple succession simulations to compare scenarios and generate printable PDF reports for clients. Ereditax targets lawyers, notaries, accountants, labor consultants, financial advisors, and insurance professionals involved in wealth transfer and inheritance planning. Access is provided through annual standard and plus licenses, with optional prepaid tokens for database queries that auto-complete asset data within the software.
