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Plans for every business size
* All prices are in AUD and exclude GST. Monthly subscription packages are paid monthly. Plan fees are payable at the time of purchase.
Start with PAYG and move to a Practice plan as your estate planning service grows. Custom options are available for larger practices and advice groups.
Common questions
When is an estate plan charged?
For an adviser-led estate plan, the fee is charged when the adviser starts the plan.For a client-led estate plan, the fee applies when the client completes the process and asks their adviser to assist with lawyer selection.Direct lawyer referrals are free for advisers.
Are legal fees included?
No. Inherit’s platform fees are separate from the legal fees charged for preparing estate planning documents.The lawyer provides the client with a separate quote before commencing the legal work.
Are there any hidden fees?
No. Your Inherit fees are based on your selected pricing option.Additional services or legal work are clearly priced or quoted separately before proceeding.
Are prices inclusive of GST?
No. All prices are in Australian dollars and exclude GST.Practice plans are billed monthly. PAYG estate plans are charged at the applicable per-plan rate.
Can I change pricing plans?
Yes. Most advisers begin with PAYG and move to a Practice plan as their estate planning volume grows.You can also speak with us about a Custom plan if your practice requires greater volume, multiple practice accounts, reporting or integrations.
What happens if I exceed the plans included in my Practice plan?
Your team can continue starting estate plans without interruption.Additional adviser-led estate plans are charged at $99 plus GST per plan once your monthly allowance has been used.
Do unused estate plans carry over?
Practice plan starts from $250+GST per month, which includes 3 estate plans. Unused included plans carry over for up to one month.Carry-over applies only to unused plan allocations. It is not a cash credit and has no refund value. Your carry-over balance may be adjusted or reset if you change or cancel your plan.Carry-over arrangements for Custom plans are agreed as part of your package.
How does Life Vault access work?
PAYG clients receive Life Vault access while they are connected to an active estate planning matter.Practice plans include broader Life Vault access, allowing the practice to provide Life Vaults to clients as part of an ongoing estate planning service.
Are direct lawyer referrals free?
Yes. Advisers can refer a client directly to a lawyer through Inherit without paying an estate plan platform fee.The lawyer may charge the client separately for legal advice and document preparation.
Am I locked into a long-term contract?
No. Practice plans operate month to month.You can change or cancel your Practice plan by providing 30 days’ notice. Custom plan terms are agreed separately.
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