LegalZoom
Partial guideThe largest consumer legal services platform in the United States, with an estimated four million+ wills created since 2001.
What you can do with LegalZoom + INHERIT
Proposed: export structured estate data from LegalZoom's will-writing questionnaire into INHERIT format. When a LegalZoom customer's will needs to be administered, the estate data would be available in a format any solicitor or attorney can import.
This means you can:- Give families a portable, structured version of their estate plan
- Enable solicitors to import will data instead of re-keying from a PDF
- Allow financial advisers to read and process estate plans programmatically
- Bridge the gap between consumer will-writing and professional estate administration
Imagine this
A LegalZoom customer created their will five years ago. They’ve since died, and the family contacts a local solicitor to administer the estate. Today, the solicitor receives a PDF and re-types every detail into their case management system — names, addresses, assets, beneficiaries, specific bequests. With INHERIT, the solicitor would receive a structured document instead. The deceased’s wishes, asset allocations, and beneficiary designations import directly. No re-keying. No transcription errors. No ambiguity about what the testator intended.
Four million wills. If even a fraction of them were available as structured data when families need them most, the impact on probate efficiency across the United States would be enormous.
How data flows
Interested in the LegalZoom integration?
Tell us about your firm and we'll help you get started.