A better way to plan or resolve inheritance matters

Guided, respectful, holistic agreements

A Legacy worth protecting

Your loved one’s legacy or your own deserves more than a legal fight, it deserves clarity respect and resolution. Family Inheritance Solutions exists to guide families towards that better path.

What is Family Inheritance Solutions?

Family Inheritance Solutions is a national initiative created to support families in planning for, or resolving inheritance matters in a way that protects relationships, preserves legacies, and avoids unnecessary conflict.

We bring together a growing network of specially trained wills and estates lawyers, financial professionals, and communication coaches who share a commitment to helping families navigate estate-related matters through a structured, respectful, and non-adversarial approach.

Connecting you to a professional, collaboratively trained team.

Resources

For Succession Planning: include your family, not just a lawyer

Traditional estate planning often happens in isolation without complete information about the financial or other circumstances of those you intend to benefit. Wills and estate planning documents are prepared based on best guesses and assumptions, without real conversations about what family members need, what they expect, or how they feel. This can lead to misunderstandings, disputes, and broken relationships down the track. With family-inclusive succession planning, these important conversations happen before problems arise.

For more information, or to share information about this pathway with your family, download our brochure

For Inheritance Disputes: resolve with respect, not in court

When grief, misunderstandings, or unmet expectations lead to disputes after someone has passed, traditional litigation often deepens the pain and escalates the conflict. The adversarial legal system pits family members against each other, drains the estate, and leaves emotional wounds that last far beyond the court’s decision or any negotiated settlement.

Our process offers an alternative.

For more information, or to share information about this pathway with your family, download our brochure

Connecting you to your collaborative team

Whether you are thinking about preparing your estate plan or facing a potential dispute after the death of a loved one, there is a better way forward – one that prioritises values, respect, transparency and family relationships.

Family Inheritance Solutions connects families with professionals trained in a unique, team-based approach to estate planning and inheritance dispute resolution.

It’s a process that happens outside of court – where difficult conversations are guided respectfully, decisions are made together, and lasting solutions are reached without damage to your relationships or the intended legacy.

Refer to our “Who Makes Up the Collaborative Team?” page.

Is this right for your family?

This process works well for families who:

How it works

It starts with an Information and Invitation Session. The communication coach will reach out to each family member on a confidential basis to explain the process and find out if everyone is ready to commit to it.

If your family agree, you will then select your professional team from this register.

After the collaborative participation agreement is signed by all family members and the professional team, an Orientation Session is arranged and then a series of meetings are held.

The 5 stages of the collaborative inheritance process

Every family is different — but this process follows a proven five-stage pathway that helps you move from uncertainty and conflict to clarity and agreement.
Discovery Stage

Understanding the issues and setting the foundation.

Information Gathering

Getting the facts and figures out in the open - without the usual barriers.

Option Generation

Brainstorming possibilities and exploring what could work for everyone.

Reaching Resolution

Agreeing on the solutions — not by pressure, but through respectful negotiation.

Agreement

Documenting the plan or resolution in writing

A process designed for peace of mind

This process isn’t rushed – and it’s not dragged out either. It’s structured, flexible, and designed to move at a pace that allows for thoughtful decisions without unnecessary delays. Each step is designed to help you feel heard, supported, and informed – because resolving inheritance matters should honour not just legal rights, but family relationships and legacy too.

Want to see how it works?

Watch our short video explaining how this respectful, structured approach works for planning or resolving inheritance issues.

What is this process?

This process is:

(formally described as Interdisciplinary collaborative practice)

Voluntary and respectful

Voluntary and respectful - Everyone agrees to work together, not against each other.

Team-based
Non-litigious
Client-controlled
Structured but flexible

This process is not:

Mediation
Informal “DIY” agreements
Lawyer-centric negotiation

Here are the answers to our most frequently asked questions. If you have others we encourage you to contact one of the professionals below.

Not compared to litigation. Traditional estate disputes can cost hundreds of thousands and take years. Not to mention the emotional and relational cost. In contrast, this process is typically resolved over 2–3 joint meetings – with all professionals present – allowing you to resolve everything in real time. Cost-sharing between participants can also be agreed upon, and in some post-death matters, costs can be paid from the estate by mutual agreement. Often the tax-savings alone make the investment into this process worthwhile.

Most family-inclusive planning matters are resolved within 2–4 months and disputed estate matters resolved within 6-9 months. Because everyone agrees to transparent disclosure and shared meeting dates, the process moves faster and with far less delay than court timelines which can take years.

Most families do. But if you don’t, you can still pursue other legal options. Nothing you say in this process can be used against you later — it’s confidential. The professionals who supported you in this process will step away, and you can seek separate representation to take your case further.

Yes. Once an agreement is reached, your lawyers will prepare formal legal documents (such as Wills, Deeds of Family Arrangement or Consent Orders), which can be lodged with the court by agreement if needed to finalise matters.

Sometimes just starting the conversation, and having a neutral communication coach reach out to each family member, helps open the door.No one is forced to participate — but they are given the opportunity to learn about the process and decide for themselves.

Find a professional

Use our national register to find professionals trained in planning for, or resolving inheritance matters – lawyers, financial advisers and communications coaches who are ready to support your family through the process.

Select your location

If you are the person wishing to do your succession planning – choose the location where you live, if that is also the place where your main assets are located.

If you wish to resolve an estate dispute – choose the location where the deceased held their main assets.