What is the Inherit estate planning process?

The process begins with your completion of an online questionnaire, 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 questionnaire usually takes 30 minutes to an hour to complete, after which you can schedule your attorney conference, usually within two weeks, depending on availability. 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?

Existing clients can initiate an amendment by selecting the “Amendment” from our Shop. New clients can begin with an estate plan review by selecting the “Plan Review” workflow from our Shop.

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 they 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.