Inherit Australia
Solving Estate planning
Your estate planning journey starts here. Secure and protect your legacy with our comprehensive estate planning services tailored for you.
Start with Life Vault or an estate planning health check. Progress to a Power of Attorney or a Holistic estate plan with a local lawyer.
Financial Advisers and Lawyers: Refer to our business service tailored to financial advisers and lawyers.
Life Vault
Securely store, manage and control all your estate planning documents, personal records, contact details, passwords, and any documentation in one place. Read more
Life Vault is a solution for a seamless transfer of information to executors and attorneys
Life Vault Benefits
Secure Storage
Hold all your important information in one place
Secured at the highest level with unique security keys issues for each client.
Free Access
Sign up for our Life Vault service at no cost
Easy Sharing
Share with executors, beneficiaries, or trusted advisers
All your accounts
Estate planning, Identification, Professional team, Pets, Financial, Properties, Vehicles, Utilities, Devices, accounts and Social media and more
Estate Planning Health Check
Planning for the future can be overwhelming, but it doesn't have to be. Read more
Quick and Free
Get clarity on your estate plan health in minutes
Review the report
Review a your estate planing issues report identifying any gaps in your plan
Take action
Suggested action items to resolve any issues identified
Power of Attorney
An enduring power of attorney is a legal document that allows you to appoint someone, known as your attorney, to make decisions on your behalf.
State-Specific Services: We provide attorney documents for the state of Australia
Witnessing: witnessing options based on your state
Customisable: Authorize specific powers or functions
Medical: Medical EPA and guardianship are available on a state-by-state basis
Holistic Estate Planning Service
tart a holistic estate planning process with our advisers or directly with our estate planning lawyers.
Flexible Process
Complete data collection yourself or appoint a lawyer to provide legal advice and draft documents
Expert Guidance
Use our advisers' network to drive the process on your behalf
Holistic Planning
Ensure all aspects of your estate are managed with professional support
Value pricing
Complete the questions a lawyer will ask you via our Legal assistant without incurring the cost of their time
Products and pricing
Life vault
For starting up, single operators or a small client base
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200 Life Vault Client Accounts
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Estate plan health check (unlimited)
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10% Discount on EPOA**
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2 Estate plans per month
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Unlimited business users
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Link-based integration
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Branding $350 (one-off)
From $250 AUD/month*
Power of Atterny
Operating practice with multiple planners with growing client base
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500 Life Vault Client Accounts
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Estate plan health check (unlimited)
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25% Discount on EPOA**
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5 Estate plans per month
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Unlimited business users
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On-site integration (script)
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Branding (included)
From $550 AUD/month*
Estate planning healthcheck
Operating practice with multiple planners with growing client base
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500 Life Vault Client Accounts
-
Estate plan health check (unlimited)
-
25% Discount on EPOA**
-
5 Estate plans per month
-
Unlimited business users
-
On-site integration (script)
-
Branding (included)
From $550 AUD/month*
Holistic Estate plan
For high volume practices with large client base
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1500 Life Vault Client Accounts
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Estate plan health check (unlimited)
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50% Discount on EPOA**
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10 Estate plans per month
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Unlimited business users
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Project-based integration
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Branding (included)
From $950 AUD/month*
OR
* All prices in AUD and EX GST
Paid annually or add 10% for monthly
payments
** 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).
Corporate and Super funds
Contact our team to discuss volume packages