XPLAN API - Create Estate Plan

This document details the steps required to create an estate with BGL API at Inherit Australia.

This workflow requires BGL API Setup.

Please ensure you have the following:

1. Setup BGL API at Inherit Australia

2. You have access to Inherit Australia account

1. Login to Inherit Australia

2. From the Dashboard. Select "Start Estate plan."

3. Select Inherit Facilitator to manage the process as Adviser or Express to refer client to a lawyer

4. Search clients at BGL by Client name or fund name.

5. Select client

6. Verify client details

7. Dual estate plan selection

In case of a dual estate plan, select client and spouse. For single clients, ignore this step.

8. Estate plan name: Use the default name or alter it if using an internal naming convention.

9. Confirm payment depending on your license/package.

9. Data import, wait for Inherit Australia to import all clients and entity elements

9. Inherit Australia will redirect you to the newly created estate plan