Enduring Power of Attorney:
Expand your client service without adding more administration

Help clients put Enduring Powers of Attorney in place through a structured process your team can manage from one platform.

Support clients across every Australian state and territory, retain visibility over their progress and move each matter from instructions through to document preparation and signing.

Create adviser account

Make Enduring Powers of Attorney part of your service

An estate plan should address what happens during a client’s lifetime as well as after their death.

Inherit gives your practice a structured way to help clients appoint trusted people to make financial, personal or other permitted decisions if they can no longer make those decisions themselves.

Complete the process with the client during a meeting or invite them to provide information through their secure portal. Your practice retains visibility and can step in whenever assistance is required.

This makes incapacity planning easier to introduce and manage without relying on blank forms, manual questionnaires or repeated follow-up.

One platform for every Australian jurisdiction

Enduring Power of Attorney laws, forms, terminology and signing requirements differ across Australia.

Inherit applies the appropriate workflow for the client’s state or territory, including the available attorney arrangements, powers, commencement options, document format and signing requirements.

Where an approved form is required, including in Queensland and the Australian Capital Territory, Inherit populates the relevant form using the information collected through the platform.

Configure the document around the client

Additional and alternative attorneys

Appoint one or more attorneys and nominate alternatives to act if a primary attorney is unable or unwilling to continue.

Flexible attorney arrangements

Select whether multiple attorneys act jointly, separately, by majority or under another arrangement available in the client’s jurisdiction.

Tailored powers and instructions

Choose the powers each attorney may exercise and add permitted conditions, limitations or instructions.

Different commencement options

Set when the appointment or individual powers begin, including immediately, from a specified date or following loss of capacity where permitted.

Jurisdiction-specific documents

Generate the appropriate document format for the client’s state or territory, including approved forms where required.

Signing and witnessing guidance

Provide the client with instructions explaining who must sign, who may witness the document and how attorney acceptance must be completed.

Electronic signing for Victorian EPOAs

For eligible Victorian Enduring Powers of Attorney, Inherit supports electronic signing and remote witnessing using an audiovisual link. The platform provides instructions for the client, attorneys and witnesses, while practices can continue to use traditional in-person signing where preferred.

Add Powers of Attorney to your practice

Create a practice account and complete the Power of Attorney process for yourself before introducing it to clients.

See how Inherit brings the client’s decisions, jurisdiction-specific questions and document preparation together in one guided workflow.