Inherit Australia | Solving Estate Planning | Secure and protect your legacy | Eliminate estate planning risk

Advisers

Eliminate estate planning risk for your practice and generate revenue.

Secure and organise important documents and information for executors and attorneys.

Power of Attorney is designed on a state-by-state basis.

Assess estate planning readiness, including a comprehensive report.

Inherit core Estate Planning AI Legal assistant, backed by our approved lawyers.

Offer estate planning services to your clients from zero to facilitator time commitment.

Eliminate legal advice risk with AI Legal assistant, and approved panel of lawyers.

Position yourself at the forefront of the Great Wealth Transfer.

Create a revenue stream for your practice by providing an estate planning facilitation service

We achieve up to 75% productivity gains through automation, outsourcing, and delegating.

Generate qualified referrals via our client and adviser network.

Narrative-based assistants drive the estate planning data collection process for you and your team.

Estate planning documents are generated by the platform based on data collected from all stakeholders.