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Introducing Inherit Australia Version 3.0, Holistic Estate Planning Service – Designed for You and Your Clients

We are excited to announce a new service offering tailored specifically to your needs based on the feedback we've received from over 80 practices over the past year.

Recognising that time is your most valuable asset, we've developed a solution that requires minimal to no time commitment from you while providing comprehensive estate planning services to your clients.

Benefits to Your Clients

Advisers are able to provide four core Inherit Australia client services to their clients. This service may also be branded (see details below).

Life Vault

Secure and organise important documents and information for executors and attorneys.

Estate Plan Health Check:

Assess estate planning readiness, including a comprehensive report.

Enduring Power of Attorney:

Self-service facility designed on a state-by-state basis.

Unique SMSF Enduring Power of Attorney with a fund guardian nomination.

Holistic Estate Plan:

Inherit core Estate Planning AI Legal bot, backed by our approved lawyers.

Benefits to You

- Offer estate planning services to your clients at no cost and with zero-time commitment.

- Position yourself at the forefront of the Great Wealth Transfer.

- Gain visibility into your clients' participation in the service.

- Retain the ability to charge, provide help and support as needed.

- Take advantage of API integration with Xplan, Xero, and Midwinter and save time to your clients.

- Interact seamlessly with clients through Life Vault.

- Optional branding with Inherit Australia (for a one-off $350 implementation fee)

How it works

- Refer clients to a dedicated Inherit website link where they can sign-up and start the service.

- Login to Inherit here

- Click "Share & QR" from the Dashboard.

- Download the link and QR code from the Inherit Dashboard.

- Share the link with clients via Inherit, Outlook, Tax returns, SOA, and printed cards (all generated from the Inherit application).

- Send to clients from the Inherit platform.

- Clients are automatically connected to your practice, and you will appear as the lead adviser in Life Vault and the Estate Plan.

- Track clients' progress through the application or weekly progress reports.

- Support clients with documentation and data.

- Participate in signing as a witness if required.

Not registered yet? Signup with ASIC Rep ID or other options

We believe this new service will significantly enhance the value you provide to your clients while saving you time and effort. Please do not hesitate to reach out if you have any questions or need further information.

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