Build an advice network that lasts for generations
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Attract and retain advisers with an additional practice service
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Strengthen family relationships as wealth transfers
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Support consistent estate planning across your network
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Give practices flexible ways to participate within your group’s framework
The estate planning platform built for your advice network. Your group sets the framework. Advisers lead the client relationship and lawyers deliver the legal work.
Built for Australian licensees and dealer groups
Australian owned, developed and hosted. Built for Australian advice practices, with connections to leading practice management platforms
​Give advisers more reasons to join and stay
Add a practical estate planning service to your group’s adviser offering.
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Give practices the technology, education and support to extend their client service, create opportunities for income and build relationships with the next generation.
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Practices choose their level of involvement and retain their existing lawyer relationships. The service can reflect your licensee’s brand or the individual practice’s brand.
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For prospective practices, this strengthens your group’s proposition. For existing advisers, it adds value they can use in their business.
Keep wealth connected to your network
Estate planning brings advisers into conversations with spouses and adult children before wealth transfers. Those relationships create opportunities to retain clients and FUM, identify further advice needs and support practice succession.
Build relationships with the next generation
Help practices establish relationships with future beneficiaries before wealth transfers, creating opportunities to continue supporting the family’s investments and advice needs.
Create opportunities for practice income
Give advisers a defined estate planning facilitation service they can charge for separately or incorporate into their ongoing client arrangements.
Support practice continuity
Keep family information and estate planning progress connected to the practice, supporting ongoing reviews, team continuity and succession.
See activity by practice and across your group
Bring estate planning activity into view through Inherit’s group panel.
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See which practices are participating, how matters are progressing and where additional support or review is needed. Access individual practice activity and group reporting to inform management, education and oversight.
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Give your team a clearer picture of what happens after an estate planning conversation or referral.
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Review client engagement and estate planning activity by practice
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Track matter progression across the group
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Identify stalled matters and practices needing assistance
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Target education and support using participation data
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Support management reporting and compliance reviews
Flexible pathways for your practices.
Practices differ in capacity, client needs and the service they want to provide. Inherit supports three pathways within the framework agreed with your group.
Practice led
You lead the meetings, help organise the client’s information and coordinate the process.
Client led
The client completes the structured information online. Your team reviews progress and supports the next steps.
Direct lawyer referral
The law firm manages the matter directly, allowing your practice to support the client relationship without facilitating the estate plan.
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Discovery
Review
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Select a lawyer
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Quote
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5
Documents
Sign and store
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Practices can work with their existing referral lawyers or select a lawyer from Inherit’s panel.
Establish once. Support it across your network.
Reduce the need for each practice to assess technology, develop a discovery process and prepare its own education resources.
Establish a common framework with flexibility around practice participation, branding and existing lawyer relationships.
Group setup
Agree on group access, branding and integration requirements around your network’s needs.
Practice onboarding
Help participating practices get set up and introduce estate planning into their client service.
Adviser education
Support advisers with demonstrations, training and self-service resources.
Flexible rollout
Begin with selected practices or coordinate a wider network rollout.
Participation reviews
Review adoption and identify where practices need additional support.
Commercial arrangements
Discuss an arrangement that suits your group and participating practices.
Clear professional roles.
Your group
Establishes the operating framework and oversees participation and compliance across the network
Inherit
Branded client engagement, routine follow-ups, workflow management and progress tracking.
Lawyer
Legal advice, document preparation and signing guidance.
Your practices
Client relationships, family and financial advice context, coordination and ongoing reviews.
Inherit separates discovery and facilitation from legal advice and document preparation.
Mitigate legal advice risk across your network
Inherit separates discovery and facilitation from legal advice and document preparation.
Advisers facilitate
Client engagement and coordination
Guided discovery
Family and financial information
Progress and ongoing relationships
Lawyers provide legal services
Legal advice
Document selection and drafting
Final document approval
Signing and execution guidance
Clear engagement scope
Engagement materials distinguish adviser facilitation from the lawyer’s legal advice and document preparation.
Guided discovery
Lawyer-approved questions guide discovery and prepare a structured brief for legal review.
Separate services and fees
Facilitation and legal fees identify which professional provides each service.
Lawyer responsibility
Lawyers remain responsible for legal advice, drafting, final approval and signing guidance.
A recorded process
Records of engagement, discovery inputs, quotes and communications support your group’s oversight.
Explore estate planning for your network
Give your advisers a practical service that strengthens client relationships, creates opportunities for income and supports your group’s oversight.
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Inherit Australia has been developed and refined since 2016 through practical use in an Australian estate planning practice.
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Meet with us to discuss your objectives, see the group panel and explore implementation and commercial arrangements.