Platform Integrations
How real-world estate planning, probate, and wealth management platforms map to INHERIT schemas. Field-level mappings, API details, and code examples.
Full Integration Guides
Platforms with public APIs. Includes field-level mapping, authentication, and code examples.
Actionstep
Full guide
NZ, AU, US, UK · Legal practice management
How to map Actionstep's Actions, Participants, Data Collections, and Steps to INHERIT schemas for estate data …
Addepar
Full guide
US, Global · Wealth management
How to map Addepar's wealth management API — entities, positions, and attributes — to INHERIT schemas for estate data …
Clio
Full guide
US, CA, UK, AU · Legal practice management
How to map Clio's Contacts, Matters, Custom Fields, and Documents to INHERIT schemas for estate data interchange.
Wealth.com
Full guide
US · Wealth management
How to map Wealth.com's Clients, People, Trusts, Assets, and Documents to INHERIT schemas for estate data interchange.
Partial & Proposed Guides
Platforms with limited or undocumented APIs. Conceptual mapping and partnership pathways.
Estateably
Partial
CA, US · Probate administration
Conceptual mapping between Estateably's probate administration platform and INHERIT schemas, with partnership pathway …
LegalZoom
Partial
US · Online will-writing
Conceptual mapping between LegalZoom's consumer estate planning questionnaire and INHERIT schemas, with Embedded …
Settld
Partial
UK · Death notification
Proposed integration between Settld's UK bereavement notification platform and INHERIT, including death verification …
Planned
On our roadmap. Community contributions welcome.
LEAP Legal Software
AU, UK, US, IE · Legal practice management
PracticePanther
US · Legal practice management
Rocket Lawyer
US, UK, EU · Online will-writing
For non-technical overviews, see integrations on openinherit.org ↗.