Actionstep

Full guide available

Cloud-based legal practice management with dedicated estate planning and probate workflow templates, particularly strong in New Zealand and Australia.

Category: Legal Practice

Regions: NZ, AU, US, UK

Website: actionstep.com ↗

What you can do with Actionstep + INHERIT

↑ Export from Actionstep

Export estate workflows from Actionstep's Actions, Participants, and Data Collections into INHERIT format. Preconfigured estate planning and probate templates map directly to the standard.

This means you can:

Share cross-border estate files with firms in other jurisdictions
Export completed probate data for regulatory submissions
Create portable estate records that outlast your platform choice
Enable AI tools to process your estate data without manual extraction

↓ Import into Actionstep

Receive structured estate data from other platforms and populate Actionstep workflows automatically. Contacts, estate details, and asset information flow into your existing templates.

This means you can:

Accept referrals from firms using different practice management systems
Import estate data from wealth management platforms like Addepar or Wealth.com
Reduce onboarding time for complex cross-border estates
Eliminate re-keying when collaborating with international counterparts

Imagine this

Your firm in Auckland is handling a cross-border estate. The deceased held property in New Zealand and the United Kingdom. The UK solicitor has the English assets documented in their case management system — but instead of exchanging PDFs and spreadsheets over email, they export the estate data as an INHERIT document. You import it into Actionstep: the UK assets, beneficiaries, and tax positions appear in your workflow alongside the New Zealand assets. Both jurisdictions’ data is structured, validated, and complete. The cross-border estate that would normally take weeks of back-and-forth is resolved in days.

That’s what a common data standard means for international estate work. Your systems speak the same language, even when your legal traditions don’t.

How data flows

Actionstep ↔ INHERIT Document ↔ Any other system

Actions, Participants, Data Collections → person, estate, bequest, trust

For your IT team

Full field-level mapping, authentication details, and code examples

Technical guide ↗

Interested in the Actionstep integration?

Tell us about your firm and we'll help you get started.