top of page

Packages and pricing

Invite referral partners under your firm’s pathway. Pricing is based on estate planning matters, not referral partner licences.

PAYG

$0 AUD/month*

Best for testing or low volume firms

  • $175 per accepted matter

  • Matter tracking workflow

  • Referral partner access included

  • Estate Planning Health Check

  • EPOA workflow

  • 3 team users

  • Branding setup: $750

  • 50 Life Vaults

  • Precedent integration by quote

Essentials

$350 AUD/month*

Best for solo lawyers and small firms with support staff

  • 3 accepted matters per month or 9 per quarter

  • Matter tracking workflow

  • Referral partner access included

  • Estate Planning Health Check

  • 10% EPOA discount

  • Unlimited team users

  • Free branding setup

  • 200 Life Vaults

  • Precedent integration by quote

  • Marketplace access

  • Training included

  • Automated reporting

Advanced

$750 AUD/month*

Best for firms with regular estate planning volume

  • 8 accepted matters per month or 24 per quarter

  • Matter tracking workflow

  • Referral partner access included

  • Estate Planning Health Check

  • 25% EPOA discount

  • Unlimited team users

  • Free branding setup

  • 500 Life Vaults

  • 1 precedent integration included

  • Marketplace access

  • Training included

  • Automated reporting

Enterprise

$1,500 AUD/month*

Best for multi-lawyer firms and larger practices with support staff

  • 20 accepted matters per month or 60 per quarter

  • Matter tracking workflow

  • Referral partner access included

  • Estate Planning Health Check

  • 50% EPOA discount

  • Unlimited team users

  • Free branding setup

  • 1,500+ Life Vaults

  • 2 precedent integrations included

  • Marketplace access

  • Quarterly training included

  • Custom reporting

  • Sub-team management

Inherit only count real client matters that are ready to proceed to quote. Empty leads and incomplete matters are not charged.

OR

 

  • All prices are in AUD and exclude GST.

  • Prices are based on annual billing. Monthly billing is available with a 10% loading.

  • Additional matters are charged at $175 + GST per accepted matter. For high-volume subscriptions, contact us.

  • PAYG fees apply when the law firm accepts the matter or issues the quote. Test matters and incomplete matters are not charged.

  • ​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).

​

mornington beach.png

Made in Mornington /  Victoria

Inherit Australia is located on the picturesque Mornington Peninsula, just an hour's drive south of Melbourne. Our local team, boasting over 50 years of combined experience in legal and technology, is committed to addressing the complex challenges of estate planning. From Power of Attorney documents to comprehensive estate plans, we cater to a diverse clientele, including retail customers, financial advisers, and legal professionals. Our proprietary software and data, proudly 100% Australian-owned, designed, and hosted, underscore our commitment to delivering secure and tailored estate planning solutions.

​

At Inherit Australia, we understand that your information is sensitive. In order to setup your account we need to verify your email address to ensure your identity. This will allow you to access your data in the future and communicate with us from a verified email address or Google account.

Further, our software platform that gathers your information maintains the highest data security and privacy standards that have been approved by Xero in line with the ATO data security guidelines. All data transactions occur over a secure transit layer (SSL). Our data is stored at Microsoft Azure Australian-based data centre (Port Melbourne) that carries the following internal data security controls and Data centre certificates: ISO 27001, ISO 27018, SOC 1, SOC 2, SOC3, FedRAMP, HITRUST, MTCS, IRAP and ENS.

​

Your sensitive data is also encrypted at the application layer using a random key and seed generated exclusively for your Life Vault. The keys and seeds are stored in corporate-grade key storage hosted separately from your data and maintained by Microsoft Azure.


Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone:    (+61) 3 5976 6565

​

© 2018-2026 Inherit.legal Pty Ltd ACN 649 488 808, trading as Inherit Australia. All rights reserved

Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone: (+61) 3 5976 6565

About | Contact | Support | Privacy | Security | Blog

Follow Us On:

  • Facebook
  • LinkedIn
bottom of page