Independent compatibility study
This page describes how the INHERIT open estate data standard maps to Addepar's data model. It is not endorsed by, affiliated with, or sponsored by Addepar.
If you represent Addepar and would like to explore an official integration, please get in touch.
Addepar
Complete studyWealth management platform with detailed entity attributes and complex ownership hierarchies, used by financial advisers and family offices.
What you can do with Addepar + INHERIT
Export Addepar's rich entity hierarchy — ownership percentages, position data, and 300+ attributes — into INHERIT's asset and organisation schemas for estate planning use.
This means you can:- Provide estate attorneys with structured asset data instead of portfolio PDFs
- Map complex ownership structures (trusts, LLCs, family entities) to INHERIT automatically
- Export performance and valuation data for probate valuations
- Eliminate manual portfolio reconstruction by the estate planning team
Imagine this
A family office client dies. Their wealth is structured across multiple trusts, LLCs, and holding companies — all managed in Addepar. The estate attorney needs a complete picture of every entity, every ownership percentage, every asset position. Instead of requesting portfolio statements and manually reconstructing the ownership chain, they receive an INHERIT document. The complex hierarchy — who owns what, through which entity, at what percentage — is already structured. The attorney can focus on the legal work, not the data archaeology.
For families with complex wealth structures, this is the difference between months of asset tracing and a clear, auditable starting point from day one.
How data flows
Interested in the Addepar compatibility study?
Tell us about your firm and we'll help you explore this compatibility.