The Big Shift in Estate Planning: What Advisers Need to Know

When we started Inherit Australia, our research revealed four key objections from advisers about estate planning:

1️⃣ “No time and no resources.”

2️⃣ “I don’t know anything about estate planning—how can I run a client meeting?”

3️⃣ “I don’t want to give legal advice—that’s the lawyer’s job.”

4️⃣ “There’s no money in it for me.”

Fast forward to today, and while technology like AI has rapidly transformed the landscape, human behaviour and regulation have been slower to adapt. These objections still resonate with advisers, practice principals, and dealer groups.

That’s why we’ve built Inherit hand-in-hand with advisers—to address these challenges and empower them to facilitate estate planning seamlessly. With Inherit, advisers can:

✔️ Run the estate planning process without additional risk.

✔️ Create a new revenue stream for their practice.

✔️ Safeguard client relationships and maintain FUM across generations.

The stakes couldn’t be higher. Over the next 15–20 years, wealth transfer is set to reshape the financial advice landscape. Every client tempted by a "cheap will" is at risk of being lost, especially for advisers planning an exit post-2035.

At Inherit, we’re here to help practices stay the trusted family wealth advisers for generations.