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Build a practice that lasts for generations

  • Retain your lead-adviser role

  • Engage with spouses and adult children

  • Turn client interest into completed estate plans

Create adviser account

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.

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Built for Australian advice practices

Australian-owned, developed and hosted.
Approved by Count and integrated with leading Australian advice platforms.

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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.

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But if your first meaningful contact with the family happens at that point, the opportunity to establish trust may already have been lost.

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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.

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.

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Inherit Document works

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.

  • Invitation reminders

  • Health Check follow-ups

  • Information-gathering prompts

  • 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.

  • Invitation reminders

  • Health Check follow-ups

  • Discovery prompts

  • Adviser alerts for stalled or ready clients

Inherit Engegment portal

One connected process.
Clear professional roles.

Choose the right pathway for each client

Discovery

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Quote

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Start with the model that suits your practice

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