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XPLAN API - Create Estate Plan

Create an Estate Plan with XPLAN API

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

This workflow requires XPLAN API Setup.

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Before you begin

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Please ensure you have access to the following:

1. Setup XPLAN API at Inherit Australia

2. You have access to Inherit Australia account

Create an Estate plan with XPLAN API Data

 

1. Login to Inherit Australia

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

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3. Search clients at XPLAN by name or XPLAN ID and select "Import."

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4. Verify client details

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5. XPLAN API does not link client entities. Search for linked entities such as trusts, SMSF and companies (including SMSF corporate trustee) and add them to the list on the right. Keep searching and adding until the entire group structure has been added.

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6. Dual estate plan selection

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

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

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8. 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

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