Build a complete advice business with integrated estate planning.
Offer an end to end estate planning solution with confidence. You stay in control and protect your client base while lawyers and paralegals handle the legal advice and documents.
Become a trusted family adviser. Start the journey with us.
Start with a free trial
Advice without estate planning is no longer acceptable
Most advice models follow the natural life stages from young adults, first home buyers, growing families, small business owners, pre retirement, retirement and aged care.
Yet the final chapter, estate planning, is still handled separately and usually sits inside a legal silo.
Without a clear plan, you risk:
-
Losing visibility and control over the estate planning process.
-
Lower completion rates and outdated or incomplete documents.
-
Losing relationships with the spouse and adult children after the client passes away.
-
Risking the transfer of wealth to the next generation.
Advisers need a consistent estate planning system that fits into their existing advice process and keeps them involved without turning them into document drafters or adding more legal complexity.
Inherit Australia: Estate planning for advisers
Inherit is an end to end estate planning platform for advisers, accountants and legal partners.
It guides clients from the first discovery point to fully drafted and signed documents with secure storage.
You own the workflow and you see every step. Lawyers and paralegals support you as part of your extended team.
Stronger client relationships with clear communication.
Better legal outcomes with complete and consistent instructions.
Higher completion rates through a guided and structured process.
A simple way to add estate planning to your advice service.
Less administration and follow up for advisers.
A more valuable practice through deeper family engagement.
Inherit Australia Estate planning workflow
1. Health check
Generate the report and the fee estimate in minutes.
4. Lawyer and quote
Select a lawyer from the panel or work with your preferred legal partner.
2. Facilitation
Use API integration, collect client information in a structured way and reduce legal risk.
4. Advice and drafts
The lawyer provides advice and prepares the complete document set.
3. Client sign off
Clients confirm their instructions before drafting begins.
5. Finalise and review
Clients sign, documents are stored in Life Vault and the next review is booked.
How advisers use Inherit with clients
1. Start the conversation
Use the health check to identify gaps in wills, powers of attorney, super nominations and control of entities. Clients see clearly what is missing.
2. Build the plan
The estate plan facilitator captures structures, relationships and intentions. You help clients make decisions without needing to draft documents.
3. Hand over to lawyers
Lawyers receive a complete estate planning brief, not a blank page. They focus on legal advice and drafting while you stay informed.
Flexible workflows to match your practice
You choose the level of involvement and investment for each client.
Inherit adapts to your process rather than forcing a single way of working.
1. Adviser-led workflow
You lead the conversation and use Inherit during meetings. Ideal for advisers who want to stay closely involved in data capture and decisions.
2. Guided client workflow
Clients complete parts of the process online between meetings. You review, clarify key decisions and coordinate with the legal team.
3. Concierge workflow
Our paralegal network runs the interview and data capture. You stay informed and provide input where advice, strategy or structure is required.
Who Inherit is for
Financial advisers
Integrate estate planning into reviews, advice documents and client meetings, without becoming a document drafter or running a legal practice.
Accountants
Align company, trust and SMSF structures with estate plans, and work with lawyers to ensure tax and control outcomes are implemented properly.
Multi-adviser practices
Standardise estate planning across the team, track progress and ensure every adviser can offer a consistent, compliant process.
Approved by major licensees
Where trusted advisers add the most value
Most estate issues emerge at the worst possible time: after a health event or death. Families call the adviser first, expecting clarity.
Inherit helps you move from raising estate planning as a topic to actually getting it done. You protect families when it matters most and strengthen your relationship with spouses and adult children.
Without a clear plan, you face:
-
Disputes between spouses, children and stepchildren.
-
Unclear instructions about super and structures.
-
Loss of the client relationship and funds under management.
Link estate planning to the life stages
Connect estate planning conversations to the life stages already used in your advice process.
Young adult
Basic will, emergency decision-maker, super nomination, digital assets access.
Blended families
Life interest or right to reside strategies, specific gifts for first relationship children, SMSF trustee succession, trust control, dispute prevention strategies.
Young family
Guardianship arrangements, instructions for the home, life insurance allocations, financial and medical powers of attorney, instructions for minor children.
Midlife and SMSF
Death benefit strategy, transfer balance cap management, trustee succession, consolidation of control roles, clear executor decisions.
Small business
Successor director rules, trust controller succession, business continuity instructions, alignment with buy–sell agreements.
Pre-retirement
Updated control roles, executor selection, super death benefit alignment, advanced care and decision authority.
Established family
Updated will, binding nominations, instructions for joint assets, review of control of structures, incapacity planning.
Retirement and later
Distribution instructions, tax efficient death benefit planning, support for vulnerable beneficiaries, trusteeship and control succession, aged care authority.
Pricing designed for real practices
Start small, prove the process with a few clients and scale as estate planning becomes a regular part of your advice model.
Concierge service
From $75 per month per practice
-
Paralegal-led client interview.
-
Document collection and data capture.
-
Coordination with lawyers.
-
Preparation of the complete estate planning brief.
-
$300 + GST per estate plan
What advisers tell us after using Inherit
“Clients actually finish their estate plans instead of talking about them for years.”
“We meet spouses and adult children earlier, which protects our ongoing relationship.”
“Estate planning is now a standard part of our review process, not an exception.”
Integration and API partners
