Whether you are completely new to estate planning,
have a plan written by someone else, or are already a client, Inherit is designed to give you the estate planning services you need.

  • Understand your plan.

  • Complete it at your own pace.

  • Meet in person or remotely.

  • And don’t pay for more than what you need.

It starts with information. Your welcome packet includes a full description of the documents and services you’ve purchased, your legal services agreement, and your link to your online interview. Once your interview is complete, you’ll schedule your attorney consultation through our online portal.

Next, you’ll meet with your Inherit attorney, either online through the Zoom platform or in person at our Santa Rosa office. Either way, your attorney will already be familiar with your wishes and ready to spend the full 50 minutes discussing your particulars.

Following your attorney consultation, your Inherit attorney will have all they need to do their work and will set to the task diligently. Our attorneys typically deliver your final documents, via email, within a week of your attorney consult.

Finally, your estate planning documents are ready for execution. You can either follow the detailed instructions we include with your documents, or you can purchase in-home concierge signing services with Inherit signing agents.