75% productivity gains on your estate planning process
Data collection 50% of billable time
Gathering documents, information, and instructions from clients
Inherit Australia's solution
Narrative legal assistants, referral partners and API integrations
Legal advice 25% of billable time
Reviewing client circumstances and providing legal advice
Inherit Australia's solution
Provide lawyers with tools and reports for an efficient provision of legal advice.
Drafting documents 25% of billable time
Drafting and reviewing estate planning documents. Draft approval by clients and advisers.
Inherit Australia's solution
Document automation based on client data and legal advice provided
Narrative based legal assistants
Our proprietary narrative-based estate planning assistant is at the heart of the Inherit information gathering process. Along with workflows and API integration, this system automates up to 50% of lawyers' billable time.
35 years of legal knowledge and experience gathered into a proprietary narrative-based legal assistant.
Law firms invite clients online or use paralegal staff to interview clients.
Identifies past relationships, relationship conflicts, and beneficiary vulnerabilities with special needs.
Assists advisers and their staff in navigating and asking relevant and necessary questions.
Controls the client's conversation and does not provide legal advice.
Non-estate assets held in trusts, companies and SMSFs are identified and allocated to financial entities.
Deals with client family background, assets, and testamentary wishes while identifying gaps and issues in clients' affairs.
Caters to clients with simple affairs and more complex clients with assets held in multiple entities or offshore.
System keeps evolving as lawyers and referral partners provide feedback and narratives to cater for their clients.
Referral partners
Inherit for Advisers formalises existing referral sources and creates new revenue sources via our lawyers' panel. Financial advisers may actively participate as facilitators or refer clients for facilitation by a legal firm.
These referral sources hold documents and information about client affairs that are important to review. Our API integrations support the transfer of documents and information, saving up to 30 minutes per client.
Our integration partners
Automated quoting
Our platform estimates the project scope for lawyers based on the complexity of client affairs. It helps the lawyer provide an accurate fee disclosure for clients, which sets the framework for the legal advice phase.
Estate planning legal advice
Inherit's platform contains several tools and reports to assist lawyers with the provision of legal advice, including the estate planning issues report, an estate planning brief and access to all related documents in a central location held in a virtual "deeds register".
Estate planning process management
Inherit Australia's structured process provides lawyers with a tried and tested framework for facilitating estate planning.
Track and control client progress.
Case notes and emails are aggregated in a central location.
Delegate tasks within your practice.
Facilitate billing and payment.
Automated emails and messages to clients, referral partners and staff.
Central and secure deed register for all client documents.
Follow up workflow for paralegal staff.
Version control for generated documents with full notes record.
Packages and pricing
Essentials
Starting up or a single operator with paralegal staff
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200 Life Vault Client Accounts
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3 Estate plans
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Estate plan health check
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10% Discount on EPOA**
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Unlimited business users
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Link-based integration
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Branding $350 (one-off)
From $250 AUD/month*
Intermediate
Operating practice with a growing client base
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500 Life Vault Client Accounts
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8 Estate Plans
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Estate plan health check
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25% Discount on EPOA**
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Unlimited business users
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On-site integration (script)
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Branding (included)
From $550 AUD/month*
Advanced
Multiple partners or lawyers firm with paralegal staff
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1500 Life Vault Client Accounts
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20 Estate Plans
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Estate plan health check
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50% Discount on EPOA**
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Unlimited business users
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Project-based integration
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Branding (included)
From $950 AUD/month*
OR
* All prices in AUD and EX GST
Paid annually or add 10% for monthly
payments
** EPOA packages include:
Enduring Power of Attorney (all states),
Medical Power of attorney (Vic),
Appointment of Enduring Guardian (NSW),
Advance Care Directive (SA),
SMSF Power of Attorney (all states).
Book a demo
Book our local team to discuss how we can optimise your estate planning process. Call 03 5976 6565 or book a time below.