Turn estate planning into a structured, profitable legal service
Estate planning matters should arrive structured, scoped, and ready for legal advice. Inherit Australia prepares the work before it reaches your team, so you can focus on drafting and client outcomes.
Start with no monthly subscription.
Pay only when you use Inherit.
75% productivity gains on your estate planning process
Discovery 50% of billable time
Gathering documents, information, and instructions from clients
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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
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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
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.
Narrative based legal assistants
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.
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.
Accelerate drafting without giving up control
Inherit uses the structured client information collected through the estate-planning workflow to prepare lawyer-ready pre-drafts, including:
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standard wills
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testamentary trust wills
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powers of attorney available for the relevant jurisdiction
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These pre-drafts provide a starting point for legal review. They are not final documents for client use.
The lawyer remains responsible for reviewing the client’s circumstances and instructions, providing legal advice, determining the appropriate documents and structures, revising the drafts and approving the final documents.
Use Inherit precedents or your own
Your firm can use Inherit’s precedents and pre-drafting workflow, modify the pre-drafts to reflect its advice and drafting preferences, or continue using its own precedents.
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By arrangement, selected firm precedents can be configured into the Inherit workflow. This allows the practice to preserve its preferred drafting approach while reducing repetitive document preparation.
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Inherit prepares the starting point. Your lawyers provide the judgment, advice and final approval.
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".