For Financial & Legal Professionals
If you’re reading this, you probably already recognise that your clients need more than technical advice – they need help preparing the people alongside the plans.
The Hereditas Process gives you a structured framework to:
- Add depth and value to client relationships
- Differentiate your practice with values-led legacy planning
- Help families achieve better long-term outcomes across generations
- Develop new capabilities through training and collaboration
The Problems You're Seeing
You’ve probably witnessed it firsthand:
- Clients who have Wills and trusts but no clarity about what they’re really trying to achieve
- Families where the next generation isn’t sufficiently prepared for what they’ll inherit
- Beneficiaries who receive wealth but lack the wisdom to sustain it
- Estate plans that are technically perfect but practically ineffective
- Advisers working in isolation rather than as a coordinated team Traditional estate planning addresses the mechanics. Hereditas addresses the people, relationships, and culture that determine whether the mechanics actually work.
How Hereditas Complements Your Practice
You Focus on Technical Excellence
Legal structures, tax efficiency, investment strategy, regulatory compliance
Hereditas Focuses on Human Development
Vision clarity, heir preparation, family governance, values alignment, stewardship culture
Together, You Deliver Complete Solutions
Technical planning + human preparation = legacies that actually endure
Two Ways to Work With Us
Option 1
- Refer Clients
Introduce families to Hereditas while you continue your technical work.
How it works:
- You identify clients who would benefit from our legacy planning service
- We guide them through the Hereditas Process (foundational projects, preparation, implementation)
- We work collaboratively with you, your clients and their other advisers to ensure everything aligns
- Your client relationships deepen because you’ve introduced them to something genuinely valuable
Benefits:
- Add value without adding workload
- Strengthen client retention through better outcomes
- Receive personal introductions from clients and other professional service providers who work through the process with you
- Stay focused on your area of expertise
Option 2
- Become a Practitioner
Learn how to market and deliver the Hereditas Process within your own practice.
How it works:
- Complete our training and development programme and become a certified Hereditas Legacy Planning Practitioner
- Gain access to all our Hereditas-branded tools, resources and lead generation systems
- Deliver foundational projects and provide ongoing legacy planning support
- Build a differentiated offering that goes beyond traditional advice
Benefits:
- Deepen client engagement with values-based conversations
- Attract new clients and create a new source of recurring revenue through ongoing legacy planning support
- Differentiate your practice in a crowded market
- Develop capabilities that enhance every client relationship
Why This Matters Now
The wealth transfer we are going to see over the next 20 years is unprecedented. Your clients are thinking about legacy – whether they’re articulating it or not.
The advisers who will thrive – and continue to manage family wealth across multiple generations – will be those who help clients with both the technical and the human dimensions of legacy planning.
Hereditas gives you the framework, tools, and support to do both.
Experience It Yourself First
The best way to understand how Hereditas could benefit your clients is to experience it personally.
Complete the Legacy Planning Questionnaire to see how our self-assessment process works and what insights it generates.
You’ll gain:
- First-hand experience of the educational journey
- Understanding of what clients discover about themselves
- Insight into your own legacy planning (which may surprise you)
- Clarity about whether this tool could add value to your practice
Ready to Explore Partnership?
Book a discovery call to discuss:
- Add depth and value to client relationships
- Differentiate your practice with values-led planning
- Help families achieve better long-term outcomes across generations
- Develop new capabilities through training and collaboration