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Midwinter API - Create Estate Plan

Create an Estate Plan with Midwinter API

This document details the steps required to create an estate plan with Midwinter API at Inherit Australia.

This workflow requires Midwinter API Setup.

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Before you begin

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Please ensure you have access to the following:

1. Setup Midwinter API at Inherit Australia

2. You have access to Inherit Australia account

Create an Estate Plan with Midwinter API Data

 

1. Login to Inherit Australia

2. From the Dashboard. Select "Start Estate plan."

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3. Search clients at Midwinter by name or email and select "Import."

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4. Verify client details

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5. Dual estate plan selection

In case of a dual estate plan, select client and spouse. For single clients, ignore this step.

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6. Estate plan name, Use the default name or alter it if using an internal naming convention

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7. Data import, wait for Inherit Australia to import all clients and entity elements

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8. API data alignment, this step is required in case of misalignment of an asset class. You will be required to allocate midwinter assets to Inherit Asset class classification

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9. API data alignment, this step is required in case of a debt allocation misalignment. You will be required to allocate midwinter debt to Inherit asset

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10. Inherit Australia will redirect you to the newly created estate plan

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