Legal Firms

Everything will writers get, amplified

Every benefit we offer will writers applies to your firm: your branding throughout a secure app, Trusted Advisor access to a dedicated folder in each client’s Digital Vault, custom forms and to-do lists for clients on a subscription, and a clear view of their progress through sharing. For a firm with a broader, higher-value service, each of those is worth more.

Probate, already organised

When an Inheritable user dies, the people settling the estate inherit a complete, current picture: assets, accounts, documents, contacts and final wishes, in one place. If your firm is instructed, probate begins from clarity rather than a search. That means quicker, cheaper administration, fewer missed assets, and a far better experience for the family at a hard time.

And if your firm is already recorded as the client’s legal firm of record, the executor is far more likely to bring you the probate and settlement work that follows. Our probate page explains how an organised account changes the work.

Trusts, allocations and distributions

Setting up and running a trust depends on good records. Inheritable keeps the trust documents, the assets held within it, and the people involved organised and accessible, so administration, reviews and distributions stay straightforward year after year. When it is time to allocate or distribute, you can see what exists, who it is intended for, and what has already been actioned.

Business succession

Succession planning needs more than a will. Inheritable holds the business documents, ownership details, key contacts and the plan for who steps in, so a handover, whether planned or sudden, is orderly rather than improvised. The people who need to act can find what they need and act with confidence.

A relationship that grows

Like will writers, your firm moves beyond one-off matters. Introduced as a life planner, Inheritable keeps you close to clients between instructions, so you can prompt reviews, spot needs early, and offer the right service at the right time: an update, a power of attorney, a trust, a probate. More value for the client, and more recurring work for the firm.

Be found at the point of need

Inheritable includes a Services Directory that users can search and bookmark from inside the app. Your firm can be featured there, so when someone needs a solicitor, for probate, a trust, a power of attorney or anything more complex, you are listed and findable, nearest first, at the point they are looking. They can save your firm to their account, so you are easy to return to when the need becomes real.

What a partnership gives you

• Access to a dedicated Trusted Advisor portal to manage all of your clients and interactions on the Inheritable platform.
• Your branding throughout a secure, easy to use app.
• A listing in the Services Directory, searchable and bookmarkable in the app, so clients find your firm at the point of need.
• Trusted Advisor access to a dedicated folder in each client’s vault.
• A complete, current estate picture ready the moment probate begins.
• Organised records for trusts, allocations and distributions.
• Business succession documents kept current and to hand.
• Custom forms, to-do lists and progress visibility for subscribed clients.
• A reason to stay close and offer the right service at the right time.