AI-Powered legacy planning to help families steward wealth across generations.
Inheritly builds legacy and estate planning tools for financial advisers and their clients. Advisers embed a link to Inheritly's digital fact-find into their advisory process; clients complete an initial online assessment in about 10 minutes, and algorithms trained by qualified estate planners generate a Legacy Preparedness Score — a "credit score" for legacy preparedness — across key areas such as wills, lasting powers of attorney (LPAs), inheritance tax, and protection.
The resulting reports surface practical gaps in each client's affairs, educate clients on the consequences, and route them back to the adviser or relevant third parties — gaps can be filled in-house, via a preferred solicitor, or through the firm's own co-branded Inheritly estate planning service. The platform is fully co-branded, gives advisers visibility of every client's fact-find and report, and helps firms generate growth opportunities and Consumer Duty evidence. Inheritly Limited is registered in London, United Kingdom.