What is the Inherit estate planning process?

The process begins with your completion of an online interview, after which you will meet with your attorney via Zoom or in person. Following your attorney conference, your attorney will draft and electronically deliver your documents to you. And, for an additional fee, Inherit signing agents will bring your documents to you and assist you through their execution and notarization.

How long does it take?

The Inherit planning process is designed to move at your pace. The interview usually takes 30 minutes to an hour to complete, after which you can schedule your attorney conference, usually within two weeks. After your conference, your attorney will have your final papers drafted and delivered electronically within one week.

What does it cost?

We are committed to providing our clients with fair, transparent, flat fee pricing. Shop our Services to see our specific pricing.

What if I already have an estate plan that I want reviewed or updated?

New clients begin with an estate plan review. Go to our New to Inherit page to purchase an estate plan review.

This is sensitive information. Is my data secure?

Data security is Inherit’s foremost concern. This is why we work with multiple, industry-leading security partners to secure separate aspects of our relationship with you: Squarespace for payment data, and Gavel for personal legal data.

Can a trustee or executor hire Inherit for advice administering a trust or estate?

Our attorneys are happy to advise trustees and executors in the administration of estate plans that our attorneys drafted. We are currently unable to accommodate new clients seeking help administering estates drafted by other attorneys.

Can a beneficiary hire Inherit to defend their interest?

All beneficiaries should be treated fairly. If you believe you are a beneficiary of a trust or estate, or if you are a beneficiary who believes you are being treated unfairly, we encourage you to seek legal counsel. However, our attorneys are unable to accommodate new beneficiary clients at this time and recommend you contact your local bar association.