7 case studies
6 jurisdictions
4 sectors
JurisdictionEngland & Wales 1United States 3Ireland 1
SectorLegal tech 6Digital legacy 1
Estate typeTestate 6Intestate 1
Showing 7 of 7 case studies
S$45,000 saved in advisory fees
Unified succession plan replacing three separate engagements
Technology
Horizon Digital Group
Family-owned technology company planning the founder's succession across three APAC jurisdictions
“I have three lawyers in three countries and none of them can see the whole picture. I need one document that shows me what happens to my business when I'm gone.”
40% increase
Attorney partnership revenue growth
Legal Tech
PlanVault
Structured estate data export from a consumer estate planning platform
“Our attorney partners told us the number one barrier to accepting referrals was re-keying. INHERIT removed that barrier entirely.”
$69,600
Projected first-year ARR from a single plugin
Developer
Ridgeline Integrations
Freelance developer building a Clio-to-INHERIT plugin
“Every integration we build starts from scratch because there's no standard format for estate data. INHERIT means we build the mapping once and sell it to thousands of firms.”
$10.8M in digital assets protected annually
Across 2,000 estates per year, recovery rate raised from 40% to 85%
Digital Legacy
Sentinel Digital Vault
Digital legacy platform managing succession of crypto wallets, social media accounts, cloud storage, and domain names
“The average person has over 100 online accounts. When they die, their executor recovers maybe 40% of them. The rest — including cryptocurrency worth thousands — just vanishes. We exist to fix that.”
€340
Average annual spend on forgotten subscriptions still charging after death
Technology
SubZero Digital
Subscription cancellation service for deceased persons' digital accounts
“The deceased's credit card was still being charged by 23 separate services four months after death. The family had cancelled six. They didn't know about the other seventeen.”
$2.4M
Average equity value at risk per deceased employee case
Technology
VestingPoint
Silicon Valley equity administration firm processing deceased employees' stock compensation
“The deceased's equity compensation included 4,000 unvested RSUs on a four-year cliff, stock options with three different exercise prices, and an ESPP contribution still deducting from a final paycheck that hadn't been issued yet.”
99.7%
Attestation validity rate for digitally recorded executions
Legal Tech
WitnessChain
Digital attestation platform providing tamper-evident will execution records
“Both witnesses were alive, competent, and absolutely certain they had never signed the document. The video recording from their attestation three years earlier suggested otherwise.”
These scenarios are fictional and illustrative. All organisations are invented. References to real regulatory bodies, courts, and legislation are for accuracy — they do not imply endorsement or any relationship with those institutions. All characters are fictional. Any resemblance to real persons is coincidental.

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