Estate Plan:
Guide clients from discovery to completed documents in one connected process
Inherit connects the people, information and professional steps required to move an estate plan from the first conversation through to completed documents and secure storage.
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Choose an adviser-led, client-led or lawyer-led pathway based on your practice capacity, the client’s and requirements.
From first conversation to completed plan
1. Understand the client’s circumstances
Bring together the personal, family and financial information, along with the client’s testamentary wishes, required to begin the estate planning process.
2. Confirm the client’s requirements
Help the client review their information, consider their estate planning needs and confirm that they are ready to proceed.
3. Connect the client with a lawyer
Work with an existing referral partner or select an estate planning lawyer suited to the client’s requirements.
4. Complete the legal process
The lawyer confirms the scope of work, provides legal advice and prepares the required estate planning documents.
5. Sign and store
The client completes signing and can securely store their estate planning documents in their Life Vault.
screens, approval stages, billing rules or internal workflow logic.
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Discovery
Review
Lawyer
Documents
Sign & Store
Structured discovery that keeps the matter moving
Estate planning requires more than collecting basic client details. The quality and completeness of the initial discovery can determine how efficiently the matter progresses once a lawyer becomes involved.
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Inherit uses a purpose-built, rules-driven estate planning discovery process to bring together the client’s personal, family and financial information, along with their testamentary wishes.
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The process adapts to the client’s circumstances and helps identify the information required for the lawyer to assess the matter, confirm scope and begin providing advice.
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This gives advisers a structured way to facilitate estate planning without stepping into legal advice. It also helps reduce missing information, repeated clarification and unnecessary back-and-forth between the client, adviser and lawyer.
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The result is a better prepared brief and a smoother progression from discovery through legal advice, document preparation and completion.
Choose the right pathway for each client
Adviser-led
Guide the client through the early stages of the process and remain involved through lawyer selection and completion.
Best suited to clients who want personal support or have more complex circumstances.
Client-led
Allow the client to complete the initial information in their own time while the practice maintains visibility and provides assistance when required.
Best suited to clients who are comfortable progressing independently.
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Lawyer-led referral
Refer the client to an estate planning lawyer who manages the process directly.
Best suited to clients who are ready for legal assistance without an adviser-facilitated process.
Quotes and payments in one place
Clients can review fee disclosures, accept quotes and make secure payments through the Client Portal as their estate planning matter progresses.
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Advice practice fees and legal fees remain clearly separated, while the related approvals and payments are managed within the same connected client experience.
One process with clear professional roles
Inherit provides a structured path while preserving the distinct responsibilities of each participant.
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The client provides and confirms their information. The adviser guides and coordinates where required. The lawyer remains responsible for legal advice and document preparation.
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Everyone can understand where the matter is progressing without relying on disconnected emails, forms and manual follow-up.