Inherit Australia
Curated by SignalEstate planning solutions for financial planners and advisors in Australia.
Overview
Inherit Australia focuses on providing estate planning solutions for financial planners and advisors. The company offers products including Power of Attorney, Medical Power of Attorney, Enduring Guardian, and SMSF Power of Attorney, which are designed for use by lawyers, advisers, and individuals. The platform includes features such as predictive analytics, digital dashboards, and secure client portals to support client management and communication. Inherit Australia integrates APIs with platforms like Xplan and Xero to facilitate workflow efficiency and compliance with regulatory requirements in estate planning.
Key facts
- Founded
- 2015
- Headquarters
- Mornington, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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