Kinherit
Making Wills & Trusts Accessible
Working with IFAs & Mortgage Advisers to deliver End-of-Life planning for clients via their revolutionary tech, the Kinvault®
We’re a law firm specialising in Wills and Trusts that combines quality advice with unique technology to better protect families when their loved ones die. We’ve solved the problem of how best to hand over instructions and inheritance to the next generation, avoiding the distress so often experienced during probate.
We started Kinherit because we recognised the need for every Will to be supported by an end-of-life plan, which gathers together your important information in one secure online place. We developed the Kinvault – our digital planning platform – to help you give your family and executors exactly what they’ll need to make probate easier.
Kinherit are a law firm specialising in Wills and Trusts that combines quality advice with unique technology to better protect families when their loved ones die. They’ve solved the problem of how best to hand over instructions and inheritance to the next generation, avoiding the distress so often experienced during probate.
Kinherit began because they recognised the need for every Will to be supported by an end-of-life plan, which gathers together your important information in one secure online place. They developed the Kinvault – a digital planning platform – to help you give your family and executors exactly what they’ll need to make probate easier.
What is Kinvault®
We’re a law firm specialising in Wills and Trusts that combines quality advice with unique technology to better protect families when their loved ones die. We’ve solved the problem of how best to hand over instructions and inheritance to the next generation, avoiding the distress so often experienced during probate.
We started Kinherit because we recognised the need for every Will to be supported by an end-of-life plan, which gathers together your important information in one secure online place. We developed the Kinvault – our digital planning platform – to help you give your family and executors exactly what they’ll need to make probate easier.
A secure online planning platform where you can keep all your life admin in one central place.
Legal documents
All your critical legal documents, from your Will and Lasting Power of Attorney to things like the deeds to your house or details of any trusts you’ve set up.
A list of your assets
An inventory of all your worldly goods, including properties, bank accounts, investments, life insurance policies, pension information and any company shares.
Gifts you’ve made
A list of the amounts and dates of any gifts you’ve made which may be subject to the seven-year inheritance rule.
Key contacts
Names and contact details for your executors, beneficiaries, and key advisers (eg financial adviser or solicitor) as well as particular friends or family members.
Care documents
If you have a care plan in place, this is where you keep any documents you may have prepared, including last day wishes and resuscitation instructions.
Life admin
Utility providers, car documents, where you keep your spare house key, instructions for your pet – record all the practical areas of your life that your family will need to sort out for you.
Funeral wishes
Help your family arrange your funeral, from details of any pre-paid funeral plans to hymns, songs, music, readings and a list of people you would like to attend.
Personal messages
Add specific notes to be passed on to the special people in your life, or upload recorded messages for them.
The benefits of kinvault® include:
- Retain AUM – Kinherit can ensure you ( the financial Adviser) are notified on death in order to help you support your client’s family at a time of maximum uncertainty.
- Grow AUM – Kinherit helps you ( the Financial Adviser )understand a wider asset situation and develop associated relationships potentially growing AUM.
- New Business – Kinherit can help your clients identify areas of their affairs that could benefit from professional advice to discuss with you.
- Strengthen bond and client relationships by white-labelling the Kinvault.
- Check & host – You can ask us to check your clients Will-planning (for free) and Kinherit can host and handover for them too.
Kinvault® for IFAs
The benefits of kinvault® include:
- Retain AUM – Kinherit can ensure you ( the financial Adviser) are notified on death in order to help you support your client’s family at a time of maximum uncertainty.
- Grow AUM – Kinherit helps you ( the Financial Adviser )understand a wider asset situation and develop associated relationships potentially growing AUM.
- New Business – Kinherit can help your clients identify areas of their affairs that could benefit from professional advice to discuss with you.
- Strengthen bond and client relationships by white-labelling the Kinvault.
- Check & host – You can ask us to check your clients Will-planning (for free) and Kinherit can host and handover for them too.
How Kinvault® Help Financial Advisers Secure More Assets During The Great Transition Of Wealth
What is Kinvault®
A secure online planning platform where you can keep all your life admin in one central place.
Legal documents
All your critical legal documents, from your Will and Lasting Power of Attorney to things like the deeds to your house or details of any trusts you’ve set up.
A list of your assets
An inventory of all your worldly goods, including properties, bank accounts, investments, life insurance policies, pension information and any company shares.
Gifts you’ve made
A list of the amounts and dates of any gifts you’ve made which may be subject to the seven-year inheritance rule.
Key contacts
Names and contact details for your executors, beneficiaries, and key advisers (eg financial adviser or solicitor) as well as particular friends or family members.
Care documents
If you have a care plan in place, this is where you keep any documents you may have prepared, including last day wishes and resuscitation instructions.
Life admin
Utility providers, car documents, where you keep your spare house key, instructions for your pet – record all the practical areas of your life that your family will need to sort out for you.
Funeral wishes
Help your family arrange your funeral, from details of any pre-paid funeral plans to hymns, songs, music, readings and a list of people you would like to attend.
Personal messages
Add specific notes to be passed on to the special people in your life, or upload recorded messages for them.
Kinvault® For IFAs
How The Kinvault® Helps Financial Advisers Secure More Client Assets During The Great Transition Of Wealth
Kinvault® for IFAs
The benefits of kinvault® include:
- Retain AUM – Kinherit can ensure you ( the financial Adviser) are notified on death in order to help you support your client’s family at a time of maximum uncertainty.
- Grow AUM – Kinherit helps you ( the Financial Adviser )understand a wider asset situation and develop associated relationships potentially growing AUM.
- New Business – Kinherit can help your clients identify areas of their affairs that could benefit from professional advice to discuss with you.
- Strengthen bond and client relationships by white-labelling the Kinvault.
- Check & host – You can ask us to check your clients Will-planning (for free) and Kinherit can host and handover for them too.
How We Help Financial Advisers
Kinherit estate planners who train and qualify with STEP
Kinherit reviews rated 4* or 5* on Facebook and Google
Kinherit enquiries responded to within 1 business day

“Wow, what an incredible company! Bringing
will-writing kicking and screaming into the 21st century.”
SK (EMPLOYEE BENEFIT PARTNER)




AR (CUSTOMER)




“Few decisions are as easy as recommending Kinherit.
A world-class, industry-changing firm.”
EM (IFA PARTNER)
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