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Individuals

Secure and protect your legacy and estate planning data.​

Inherit for individuals

Life Vault

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

Power of Attorney

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

Estate plan health check

Assess estate planning readiness, including a comprehensive report.

Estate Holistic Estate Plan

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

Inherit for Advisers

SERVICE

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

ELIMINATE RISK

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

POSITION

Position yourself at the forefront of the Great Wealth Transfer.

REVENUE

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

Inherit for Lawyers

PRODUCTIVITY

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

REFERRALS

Generate qualified referrals via our client and adviser network.

LEGAL ASSISTANT

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

DOCUMENTS

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

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