Organize All Your Client Estate Plans In One Place

Secure Storage

Security is a top priority. Each client receives a unique encryption key utilizing the Amazon S3 storage service. Role-based permissions also allow you to control who does and does not have access.

Platform Guidance

Along with a best-in-class digital experience, we offer a self-guided tour of the platform – creating an experience that’s easy to use.

Co-Branding

To create a seamless experience for your clients, we provide a custom subdomain branded with your firm’s name and logo.

Estate Planning Case Studies

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Stand Out In A Crowd

Lucy is one of more than three dozen local attorneys who offer similar services. How can she stand out?
Stand Out In A Crowd
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Showing You Care

Carol has no lifetime relationships with her clients. How can she establish annual meetings?
Showing You Care
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Making Transitions Easy

Jacob knows the difference between an organized and disorganized estate. But how can he help?
Making Transitions Easy
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Documents Are Only Half The Story

Jude faced a nightmare situation after a client died. How could he be better prepared next time?
Documents Are Only Half The Story
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See Inheralink In Action

To see the true power of Inheralink, take a self-guided tour of the Chapter Videos to discover how Inheralink can streamline your process and help you better serve your clients.

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Assign Collaborative Advisors

Grant access to advisors with the collaborative advisors feature. This ensures that important client information, such policy changes and financial accounts, remain up-to-date.

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Grow Revenue with Premium Services

With Inheralink, you can offer premium services that are both streamlined and simple. Clients will love the easy-to-use portal. By creating more value and adding enhanced services, firms can easily grow revenues in multiple ways.