Engagement Centre:
Turn client interest into estate planning action

Engage your client base in estate planning without creating hours of unpaid follow-up work.

Inherit keeps clients moving through the process with automated reminders, bringing your team in when a client needs assistance, wants to book a meeting or is ready to discuss lawyer selection.

Step 1: Import clients from your existing systems

Add clients individually or import an existing client list using CSV or supported integrations.

This allows your practice to begin with a selected client segment or run a broader estate planning campaign without rebuilding your client database.

Step 2: Invite clients to take the next step

Send clients an invitation to:

complete an Estate Planning Health Check
begin the full Estate Plan process
book a meeting for an adviser-led process

Your practice can choose the most appropriate starting point for each client.

Step 3: Keep clients moving

Inherit sends automated reminders to clients who have not started or completed each stage of the process.

Inherit sends approved reminders to clients who have not started or completed the next stage. Your team can also send a manual nudge or contact the client directly when personal follow-up is more appropriate.

Routine communication is automated while your practice remains in control of the client relationship.

Your team can also send a manual nudge or contact the client directly through the platform whenever personal follow-up is more appropriate.

This allows routine communication to be automated while your practice remains in control of the client relationship.

Step 4: Monitor client progress

See where each client is within the engagement process.

Track whether a client has:

Invitation sent
Email opened or invitation clicked
Health Check started or completed
Estate Plan started or incomplete
Information ready for sign-off
Meeting requested or booked
Ready for lawyer selection

This gives your team a clear view of who is progressing and who may need assistance.

Step 5: Capture clear client feedback

Clients who are not ready to proceed can provide a clear response rather than simply ignoring the invitation.

From the client’s perspective, responding requires only a single click from the email. At the practice level, each response places the client into a defined category for immediate or future engagement.

Response options can include:

I already have an estate plan
I am not interested at this time
I would like to book a meeting
I am ready to begin

These responses help your team understand each client’s position and determine whether further action is required.

Turn more client invitations into active estate plans

Import clients, start the conversation and let Inherit manage routine follow-up until a client is ready to proceed or needs assistance from your team.

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