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Advisers

Eliminate estate planning risk for your practice and generate revenue.

Inherit for Advisers

SERVICE

Offer estate planning services to your clients from zero to facilitator time commitment.

ELIMINATE RISK

Eliminate legal advice risk with AI Legal assistant, and approved panel of lawyers.

POSITION

Position yourself at the forefront of the Great Wealth Transfer.

REVENUE

Create a revenue stream for your practice by providing an estate planning facilitation service

Inherit for Lawyers

PRODUCTIVITY

We achieve up to 75% productivity gains through automation, outsourcing, and delegating.

REFERRALS

Generate qualified referrals via our client and adviser network.

LEGAL ASSISTANT

Narrative-based assistants drive the estate planning data collection process for you and your team.

DOCUMENTS

Estate planning documents are generated by the platform based on data collected from all stakeholders.

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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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