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Are Advisers at Risk of Giving Legal Advice When Discussing Estate Planning?

Writer's picture: Inherit TeamInherit Team

Estate planning often seems like it's solely within the lawyer's realm. Many believe that estate planning = legal advice.


But here's the truth: estate planning is more about financial planning than legal processes. It involves discussing your client's wishes and how their affairs should be managed in the future. This includes appointing executors, managing Estate and Non-Estate assets, and deciding who gets what and when – all without necessarily needing legal advice.


Financial advisers and accountants are in the perfect position to lead these discussions. With their deep, long-term client relationships and thorough knowledge of their clients' affairs and families, estate planning is a natural extension of the financial planning process. After all, you've helped your clients accumulate and protect their wealth; now it's time to help them plan its transfer to the next generation.


At Inherit Australia, we've have been working with advisers for nearly three years, and we shape our offerings to fit advisers' needs, timeframe and level of commitment to estate planning. Our AI Legal bot platform and the backing of a nationwide network of lawyers eliminate the legal advice risk and allow advisers to provide this critical service to their clietns.


Inherit Version 3 is coming out next week. New offerings and new benefits for clients, advisers, and lawyers. Watch this space


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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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Address: 22A Milgate Drive Mornington VIC 3931 Australia.

Phone: (+61) 3 5976 6565

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