For your client
Up to 50% advance
Clients can access half of their expected inheritance now — no income verification, no assets to pledge.
For estate professionals
A liquidity partner you can recommend.
Estate lawyers, financial planners and trustee firms refer clients to Inherita when their families need funds before settlement. Plain documentation, no client out-of-pocket exposure, no surprises.
For the estate
No disruption
The advance is repaid directly from the estate at distribution. No impact on other beneficiaries.
For you
Minimal involvement
As executor you sign a short, plain-language deed acknowledging the arrangement. We handle the rest.
How we operate
Conservative by design.
Professionally managed estates only
We only advance against estates managed by a professional executor. This reduces the risk of disputes.
Security registered on the PPSR
Our security interest is formally registered, giving all parties confidence in the arrangement.
Regulated under the NCCP Act
We operate under the National Consumer Credit Protection Act — responsible lending obligations apply to every advance.
Conservative lending limits
Advances are capped at 50% of assessed estate value, with discount factors per asset class.
Let’s talk.
We’re happy to walk through the product, our security framework, and how referrals work.
info@inherita.com.au →