Build a practice that lasts for generations
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Retain your lead-adviser role
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Engage with spouses and adult children
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Turn client interest into completed estate plans
Make estate planning part of your ongoing advice service.
Inherit helps engage clients, automates routine follow-up and gives your team visibility over progress, while lawyers handle the legal advice and document preparation.
Start with PAYG and no monthly subscription
Built for Australian advice practices
Australian-owned, developed and hosted.
Approved by Count and integrated with leading Australian advice platforms.
Build relationships before wealth transfers
When death, incapacity or a major life change occurs, spouses and adult children often turn to professional advisers for support.
But if your first meaningful contact with the family happens at that point, the opportunity to establish trust may already have been lost.
Inherit helps your practice begin those conversations earlier, while the client relationship is active, the family context is understood and there is still time to demonstrate the value of your advice.
Keep the family connected
Stay connected with spouses and adult children as important family and financial decisions are made.
Make advice value visible
Bring together the family, financial structures and professional relationships that support the legal work.
Engage the next generation
Begin relevant conversations with future beneficiaries before wealth and responsibilities transfer.
Create an ongoing review cycle
Use changes in family, ownership, superannuation and control as reasons to review the estate plan over time.
Turn estate planning conversations into completed plans
Inherit connects initial client engagement with a structured, lawyer-led process. Your practice remains involved without taking responsibility for legal advice or document drafting.
STEP 1
Invite and identify
Invite clients to complete an Estate Planning Health Check and identify those ready to proceed.
STEP 2
Gather and review
Clients and your practice complete the structured information-gathering process.
STEP 3
Select a lawyer and review fees
Your practice coordinates lawyer selection, and the client reviews and approves the legal quote.
STEP 4
Complete and store
The lawyer provides legal advice and prepares the documents, followed by signing and secure storage.
Built from more than 30 years of estate planning practice experience and developed specifically for Australian advice and legal practices.
Add clients once. Inherit keeps the process moving.
Select the clients you want to engage. Inherit sends branded invitations and routine follow-ups, records responses and gives your team a clear view of progress.
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Invitation reminders
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Health Check follow-ups
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Information-gathering prompts
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Adviser alerts for stalled or ready clients
Add clients once. Inherit keeps the process moving.
Inherit sends the right follow-up for each client’s current stage and shows your team when personal involvement is needed.
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Invitation reminders
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Health Check follow-ups
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Information-gathering prompts
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Adviser alerts for stalled or ready clients
One connected process.
Clear professional roles.
Your practice
Client relationships, family and financial context, coordination and ongoing reviews.
Inherit
Branded client engagement, routine follow-ups, workflow management and progress tracking.
Lawyer
Legal advice, document preparation and signing guidance.
Choose the right pathway for each client
Adviser-led
You lead the meetings, help organise the client’s information and coordinate the process.
Client-led
The client completes the structured information online. Your team reviews progress and supports the next steps.
Direct lawyer referral
The law firm manages the matter directly, allowing your practice to support the client relationship without facilitating the estate plan.
1
Start an estate plan
2
Gather information
3
Review and sign off
Select a lawyer
4
5
Quote
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Documents
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Sign and store