Inheritly provides digital legacy and estate planning tools designed for financial advisers and their clients. The platform streamlines the creation, management, and communication of estate plans, helping advisers deliver a more comprehensive service while simplifying a traditionally complex process for families.
Funding
Funding not disclosed
Founders
Product
Problem
Estate and legacy planning is often a complex, paper-heavy process that many individuals postpone, leaving families unprepared for asset transfer and inheritance decisions. Financial advisers lack efficient digital tools to guide clients through this sensitive process, resulting in incomplete plans and missed opportunities for holistic wealth management.
Solution
Inheritly offers a digital platform that equips financial advisers with structured tools to facilitate legacy and estate planning conversations with their clients. The platform digitizes the collection of client wishes, asset information, and beneficiary details, transforming them into organized, actionable estate plans. Advisers can use Inheritly to document and store critical legacy decisions, ensuring that client intentions are clearly recorded and accessible. The solution helps advisers integrate estate planning into their existing advisory workflow, strengthening client relationships and providing a more complete financial service.
Target Audience
The primary customers are financial advisers, wealth managers, and financial planning firms seeking to incorporate legacy and estate planning services into their client offerings.
Features
- Digital estate planning questionnaires and forms designed for adviser-client collaboration
- Centralized storage for legacy documents, beneficiary designations, and asset inventories
- Structured workflows that guide advisers through the estate planning process step-by-step
- Client-facing interface that simplifies the collection of personal and financial information
- Tools to facilitate ongoing plan reviews and updates as client circumstances change