Build a Fast and Efficient Estate Planning Practice
Turn estate planning into a structured and commercially viable legal service without compromising control or compliance.
Estate planning matters reach lawyers with incomplete information, unclear scope, and poorly prepared clients. This leads to rework, delays, and difficulty defending fees.
Inherit Australia restructures the estate planning process before legal work begins. Client discovery, data capture, and scope definition are completed within a controlled workflow by advisers, clients, and paralegal staff.
Lawyers engage with better-prepared matters, clearer scope, and informed clients. Legal advice, drafting, and professional responsibility remain entirely with the lawyer.
The pressure on estate planning lawyers
Estate-planning lawyers are under pressure from multiple directions:
Clients expect lower fees for “simple” estate planning.
Advisers and clients provide incomplete or inconsistent information
Online and AI-generated documents blur the value of legal work.
Scope creep erodes margins before drafting even begins
The problem is not estate planning itself. The problem is where lawyer time is being spent.
Value is lost when lawyers spend time on unstructured intake and administrative work instead of providing legal advice and drafting.
What changes when firms use Inherit
Inherit Australia has been developed in close collaboration with practising lawyers over more than five years, specifically to meet the requirements of Australian estate planning practices. It modernises estate planning workflows while helping firms manage scope, compliance and service delivery risk
Before Inherit
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Incomplete client instructions
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Repeated follow-ups and clarifications
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Senior lawyers handling intake work
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Unclear scope and fee pressure
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Estate planning treated as low-margin work
After deploying Inherit
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Structured discovery completed upfront
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Clients and advisers aligned before engagement
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Paralegals handle preparation and coordination
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Clear scope and pricing boundaries
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Lawyers focus on legal advice and drafting
Why lawyers use Inherit
1. Focus lawyer time on legal advice
Client information is structured and captured before files reach your team.
Fewer follow-ups, fewer clarifications, and fewer delays.
Lawyer time is spent on legal advice, not data chasing.
2. Lower the cost of delivery
Low-value, structured work can be confidently delegated to paralegals.
Administrative drafting and rework are reduced.
Consistency lowers error risk and supervision overhead.
3. Improve matter conversion
Adviser referrals arrive qualified and better prepared.
Clients are informed and engaged earlier in the process.
Higher conversion from enquiry to instruction.
4. Strengthen adviser relationships
Advisers remain informed without interfering in legal work.
Clear boundaries between advice and law.
Improved turnaround increases trust and repeat referrals.
A workflow that adapts to your practice
Inherit connects advisers, clients, and lawyers through a shared, structured workflow that
mirrors how estate-planning matters progress in practice.
Early stages focus on discovery and data capture.
Later stages are lawyer-led and scoped.
Each stage builds on the last, so when work reaches the lawyer, the brief is clear, defined, and ready for legal review.
1. Client discovery and estate-planning health check
Advisers and clients complete an estate-planning health check using Inherit’s guided discovery framework.
The system identifies estate-planning gaps, risks, and likely legal requirements early, producing a structured health-check report. This allows clients to understand the value of holistic estate planning without lawyers needing to repeat foundational explanations.
Outcome: Clients understand their estate planning gaps and risks before legal engagement, reducing time spent on foundational education and increasing matter readiness
2. Structured data collection
Client information is gathered through Inherit’s narrative-based data-collection system.
Developed from thousands of real client conversations and refined over more than five years, the system allows clients, advisers, and paralegals to contribute through guided narratives. Information is captured in a consistent, legally relevant format.
Outcome: Complete, consistent client information captured in a legally relevant format, eliminating repeated follow-ups and clarification requests. Save up to 90 minutes of lawyers time
3. Scope definition, estimate, and fee disclosure
Based on the client’s circumstances and identified requirements, the system generates an indicative estimate.
Fee disclosure, quoting, and billing structures are configured to align with your firm’s internal requirements and cost base. The scope of work is anchored to client inputs and adviser information, reducing the risk of scope creep.
Outcome: Clear scope boundaries and transparent pricing established upfront, reducing scope creep and fee disputes while improving matter profitability. Save up to 30 minutes of lawyers time
4. Payment and matter commencement
Payment can be managed through the platform or via your firm’s existing billing system.
Inherit supports upfront payment, particularly where advisers are involved, helping confirm client commitment and reduce administrative follow-up before legal work begins.
Outcome: Client commitment confirmed and administrative delays minimized, allowing lawyers to begin substantive work with confidence
5. Legal drafting and review
Legal advice, document drafting, and reviews are undertaken by the lawyer and managed digitally within the platform.
Client notes, comments, and requested changes are captured in one place, with a full audit trail of inputs, revisions, and communications retained.
Outcome: High quality legal documents produced efficiently with a full audit trail of client inputs, changes, and lawyer advice maintained for compliance and risk management. Save 60 minutes of lawyers time
6. Signing, storage, and ongoing review
Execution, secure digital storage, and client access to final documents are embedded into the workflow.
Clients can schedule future estate-planning reviews, ensuring updates remain connected to the original matter and advice history.
Outcome: Secure document execution and storage completed digitally, with future review opportunities scheduled to generate ongoing client relationships and repeat engagements.
One workflow. Clear roles. Lawyer control.
Inherit connects advisers, clients, and lawyers through a shared process, while keeping legal advice, drafting, and responsibility with the lawyer.
Designed for legal advice
Lawyer control maintained
Lawyers remain responsible for legal advice and drafting. Professional obligations and quality standards stay with your firm.
Clear role separation
Clear separation between facilitation and legal work. Discovery and data collection don't compromise legal responsibility.
Complete audit trail
Full audit trail of client inputs and changes. Every instruction, revision, and communication is documented and time-stamped.
Integrates with your practice
Compatible with existing precedents and internal procedures. Inherit adapts to your firm's established workflows and standards.
Flexible engagement options
Inherit supports multiple engagement models so firms can structure estate-planning work around their existing processes, staffing, and referral relationships. You choose how work is sourced, who completes discovery, and how legal services are delivered.
Structured adviser referrals
Receive structured estate-planning referrals from financial advisers and accountants, with discovery and data collection completed before the matter reaches your firm.
Fee-sharing or commercial arrangements can be configured separately, without affecting legal responsibility or advice.
Client-driven discovery via your own channels
Use Inherit directly on your website and digital channels to capture client discovery and data collection before legal engagement.
Clients complete structured intake online, reducing unbilled time and improving the quality of briefs received by your team.
In-house paralegal-led discovery
Establish an internal paralegal workflow using Inherit to handle estate-planning discovery and data collection at a lower cost base.
This allows firms to reuse existing staff, standardise intake, and reserve lawyer time for legal advice and drafting.
Lawyer panel participation
Participate as a panel firm for estate-planning matters generated through Inherit’s financial adviser network.
Scopes of work and engagement terms are agreed upfront, ensuring clarity on pricing, responsibility, and turnaround expectations.
Practice management and CRM integration
Integrate Inherit with your existing practice management system and CRM using APIs.
This allows estate-planning matters, client data, and workflow states to connect seamlessly with your internal systems, without changing how your firm operates.
Commercial terms, pricing, and legal responsibility remain firm-controlled
Used by estate-planning lawyers across Australia
Inherit is used by boutique and specialist estate-planning firms working with advisers and private clients.
Pricing designed for legal practices
Start small, prove the process with a few clients or partners and scale across your practice
Essentials
Solo lawyers and small firms. Starting structured estate planning
From $350/month
Turn unstructured client instructions into clear, ready-to-use estate planning briefs while reducing unpaid prep time and delivering a consistent, professional workflow without adding extra staff.
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Up to 3 estate plans/month
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1 referral partner
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Guided workflow & client portal
Advanced
Growing firms working with advisers or higher matter volume
From $750/month
Built for growing firms, this plan supports ongoing adviser referrals and higher matter volumes, helping your team manage more estate planning work with clearer scope, smoother processes, and better conversion.
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All of Essentials
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Up to 8 estate plans/month
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3 referral partners
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Own pricing schema
Enterprise
Multi-lawyer teams and high-volume estate planning practices
From $1,500/month
Designed for multi-lawyer and high-volume practices, Enterprise provides structured intake and scalable workflows so your firm can grow its estate planning service while maintaining consistency, control, and quality.
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All of Advanced
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20+ estate plans/month
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10 referral partners
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Own documents
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Priority support
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Custom API integrations