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
Full guideCloud-based legal practice management with dedicated estate planning and probate workflow templates, particularly strong in New Zealand and Australia.
Addepar
Full guideWealth management platform with 300+ entity attributes and complex ownership hierarchies, used by financial advisers and family offices worldwide.
Clio
Full guideThe world's leading cloud-based legal practice management platform, serving 150,000+ legal professionals across 90+ countries.
Estateably
PartialProbate-focused estate administration platform automating court forms, executor task management, and estate accounting across the US, Canada, and UK.
LEAP Legal Software
On roadmapLegal practice management platform used by 100,000+ professionals across Australia, UK, US, and Ireland.
I use this — notify me →LegalZoom
PartialThe largest consumer legal services platform in the United States, with an estimated four million+ wills created since 2001.
PracticePanther
On roadmapGrowing mid-market legal practice management platform with estate planning support, popular among US law firms.
I use this — notify me →Rocket Lawyer
On roadmapOnline 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.
Wealth.com
Full guideEstate planning platform for financial advisers, estate attorneys, and wealth managers, featuring the Ester AI engine that parses trusts, wills, and powers of …
Don't see your platform? Let us know what you use and we'll prioritise it.
Request a platform →