Compatible Platforms
INHERIT works with the tools you already use. See how estate data flows between your systems and the open standard — what goes in, what comes out, and what it means for your practice.
Actionstep
Complete studyCloud-based legal practice management with dedicated estate planning and probate workflow templates, particularly strong in New Zealand and Australia.
Addepar
Complete studyWealth management platform with detailed entity attributes and complex ownership hierarchies, used by financial advisers and family offices.
Clio
Complete studyA widely used cloud-based legal practice management platform.
Estateably
Partial studyProbate-focused estate administration platform automating court forms, executor task management, and estate accounting across the US, Canada, and UK.
HL7 FHIR
Partial studyInternational healthcare data exchange standard. INHERIT connects estate documents to patient records, advance directives, capacity assessments, and organ …
LEAP Legal Software
ProposedLegal practice management platform used across Australia, UK, US, and Ireland.
I use this — notify me →LegalZoom
Partial studyA major US consumer legal services platform offering online will-writing and estate planning.
PracticePanther
ProposedGrowing mid-market legal practice management platform with estate planning support, popular among US law firms.
I use this — notify me →Rocket Lawyer
ProposedOnline legal services platform serving 30M+ customers across the US, UK, and EU, offering will creation and estate planning.
I use this — notify me →Settld
ProposedUK-based bereavement notification platform enabling executors to notify 1,400+ service providers of a death through a single process.
I use this — notify me →Wealth.com
Complete studyEstate planning platform for financial advisers, estate attorneys, and wealth managers, featuring the Ester AI engine that parses trusts, wills, and powers of …
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