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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.

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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.

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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

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Life Vault Benefits

Secure Storage

Hold all your important information in one place

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Secured at the highest level with unique security keys issues for each client.

Coworkers

Free Access

Sign up for our Life Vault service at no cost

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Easy Sharing

Share with executors, beneficiaries, or trusted advisers

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All your accounts

Estate planning, Identification, Professional team, Pets, Financial, Properties, Vehicles, Utilities, Devices, accounts and Social media and more

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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

  • 200 Life Vault Client Accounts

  • Estate plan health check (unlimited)

  • 10% Discount on EPOA**

  • 2 Estate plans per month

  • Unlimited business users

  • Link-based integration

  • Branding $350 (one-off)

From  $250 AUD/month*

Power of Atterny

Operating practice with multiple planners with growing client base

  • 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*

Estate planning healthcheck

Operating practice with multiple planners with growing client base

  • 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

  • 1500 Life Vault Client Accounts

  • Estate plan health check (unlimited)

  • 50% Discount on EPOA**

  • 10 Estate plans per month

  • Unlimited business users

  • Project-based integration 

  • 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).

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Corporate and Super funds

Contact our team to discuss volume packages 

Contact us here

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Made in Mornington /  Victoria

Inherit Australia is 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 advisers, 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.

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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.

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Your sensitive data is also encrypted at the application layer using a random key and seed generated exclusively for your Life Vault. The keys and seeds are stored in corporate-grade key storage hosted separately from your data and maintained by Microsoft Azure.


Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone:    (+61) 3 5976 6565

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© 2018-2024 Inherit.legal Pty Ltd ACN 649 488 808, trading as Inherit Australia. All rights reserved

Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone: (+61) 3 5976 6565

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