About Inherit Australia
Bring estate planning together.
Inherit Australia connects advisers, clients and lawyers in one structured estate planning process. It helps families move from the first conversation to legal advice, signed documents, secure storage and future reviews.
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For advisers, the platform is lawyer-agnostic. Advisers and clients can continue with a lawyer they already trust, invite their preferred lawyer into the process or work with a participating estate planning lawyer when required.
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For legal practices, Inherit structures client discovery and scope before legal advice begins. It can then generate draft documents from the confirmed data and provide a controlled project management framework for lawyers and paralegal teams, allowing them to focus on higher-value legal work.
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Why Inherit
Estate planning is often delayed or never completed. Clients struggle to find the right lawyer, advisers lose visibility once the legal process begins, and information is repeatedly collected across different professionals. This creates delays, frustration and estate plans that may be incomplete or no longer suitable.
Inherit was built to solve this practical problem. It provides one structured process for collecting information, coordinating the professionals involved and helping clients move from the initial conversation through to completion.
Our history
2015
Foundations
The first technology foundations were developed through web forms, bringing structure to the collection of estate planning information. Approval by the Securitor Financial Group (formerly part of Westpac)
2021
Inherit Australia Formed
Inherit Australia established as a lawyer-agnostic, adviser-led platform for connected estate planning.
2022
Market Launch
Inherit introduced to financial advisers and legal practices to streamline estate planning collaboration.
2026
Full Journey Support
Comprehensive journey support: from engagement and professional handovers to legal storage and reviews.
Chris Hill
Chris brings more than 30 years of legal and estate planning practice experience to Inherit. His understanding of how clients, advisers and lawyers work together has shaped the platform’s workflows, safeguards and approach to professional responsibility.
Our founders
Rafael Cohen
Rafael leads the technology and operational development of Inherit. He focuses on turning complex estate planning processes into clear, scalable workflows that help professional practices manage more matters while delivering a better client experience.
Shaped by a tight feedback loop
Inherit Australia is an Australian-owned technology company based on Victoria’s Mornington Peninsula. The platform has been developed for Australian estate planning practices and continues to evolve through feedback from financial advisers, lawyers, accountants, support teams and clients.
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That feedback shapes the platform’s workflows, integrations, educational content and communication tools.
Each improvement is guided by a practical question: does it make estate planning easier to understand, easier to manage and more likely to be completed?
Our focus in 2026 and beyond
Our goal is to make estate planning an integral  part of an ongoing advice relationship rather than something families address only after a crisis.
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We are continuing to improve the tools that help practices start conversations earlier, engage family members, reduce administration, collaborate with legal partners and keep estate plans current as clients’ lives change.
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Estate planning will always depend on professional judgement and personal conversations. Inherit provides the connected process that helps turn those conversations into action.