Client organization
Clients manage assets, beneficiaries, and documents in one portal.
Inheralink
Compiled from public sources
Unclaimed business
Unclaimed
- Claim to manage details & reply to reviews
- Pro profile & priority placement
- Reedleys Recognition & certificate
About Inheralink
Inheralink provides a digital portal where clients can organize assets, beneficiaries, and estate planning documents. The platform helps firms keep client information organized throughout each stage of a plan. Clients can manage their own information, while firms can invite collaborative advisors to help keep details such as financial accounts and policy changes up to date. Secure storage uses unique encryption keys and role-based permissions. The portal can be customized with a firm-branded subdomain, and users can take a self-guided tour of the platform. Inheralink serves estate and elder law planners seeking a digital tool for client planning and ongoing communication. It is based in Indianapolis.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Inheralink and not provided by the business.
Services & specialities
Highlights
Secure storage
Unique encryption keys and role-based access permissions.
Collaborative access
Firms can grant access to advisors to update client details.
Inheralink Reviews
No reviews yet — be the first to review Inheralink.
Write a review
Sign in to write a review
or get a one-click link by email
No password needed. We only use your email to confirm the review is genuine.