The Adviser-Led Estate Plan: Inherit Australia's Approach

Opublikowano: 2026-01-29

In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inherit Australia to explore a smarter, adviser-led approach to estate planning. They unpack why advisers are uniquely positioned to drive estate planning conversations, how structured questioning can surface family dynamics and risks before they become disputes, and how technology can bridge the long-standing gap between advisers and lawyers, without crossing into legal advice. You’ll hear how Inherit Australia enables advisers to: Confidently lead estate planning discussions within a co...