The Platform

Our specialized questionnaire starts the process by gathering the right information to ensure we fully understand your current and future needs.

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The answers you provide trigger a custom-built task list that will walk you through your personalized estate planning process, step by step until complete.

The InHeirit Platform was designed to be comprehensive and fully utilized  beyond the purposes of estate planning. 

Now you and your loved ones can easily upload all of your important documents and vital paperwork to help you secure everything in one location. 

We know that organizing documents & personal information can feel like a time consuming and tedious chore. But we are hoping to change that. 

To ensure you spend more time on the things you actually love, we've engineered a cross-platform automation process that ensures you never enter the same information more than once. 

Our AWS backed security process ensures the highest level of security standards and protocols to guarantee that your personal documents are safe and securely stored on our platform. 

Coming soon. 

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An E-notary feature that allows you to finalize your estate planning process in one location.