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Your Estate Planning Health Check

Are You Prepared for the Future?

Planning for the future can be overwhelming, but it doesn't have to be. Whether you're unsure if you need a will or if your estate plan is complete, our Free Estate Planning Health Check can help you get the clarity you need—in just 5 minutes.

How it works

1. Tell us about yourself

2.  Review report

3. Make a plan

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Why Estate Planning is Important:

  • Protect Your Loved Ones: Ensure your family is taken care of according to your wishes.

  • Avoid Legal Complications: Minimize potential disputes and legal issues.

  • Preserve Your Legacy: Make sure your assets are distributed the way you want.

What You'll Discover

  • Do You Need a Will? Determine if a will is all that is necessary for your situation.

  • Do You Need an Estate Plan? Find out if your current arrangements are sufficient or if you need a comprehensive plan.

  • Do you need a power of attorney, and which documents are required in your state or territory?

  • Estate Planning Readiness: Get a quick diagnosis of how prepared you are with your estate planning.

  • Estate planning for non Estate assets such as Family trusts, Companies and SMSF.s. 

Start Your Free Health Check Now

Inherit peace of mind with our quick and easy estate planning health check. Simply click the button below, and in just 5 minutes, you'll know where you stand and what actions to take next.

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Made in Mornington /  Victoria

Inherit Australia, 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 advisors, 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.

Our office address is: 22A Milgate Dr Mornington VIC 3931 Australia.

Phone 03 5976 6565

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