For Professionals

Family Inheritance Solutions is a register of trained professionals who support families at their most vulnerable – when legacy, grief and relationships intersect with difficult legal and financial legacy decisions

This professional directory brings together Wills & Estates trained Collaborative Professionals who are committed to helping families resolve inheritance matters without litigation, and to supporting family inclusive succession planning that protects both wealth and relationships.

What is this designed to do?

Launched in February 2026, the FIS directory is designed to:

To date, more than 175 professionals across Australia, New Zealand and Hong Kong have completed specialist Wills & Estates Collaborative Practice training. Not all are listed yet – but we hope to change this.

Already Collaboratively Trained in Wills & Estates?

If you are a Wills & Estates trained Collaborative Professional and would like to be included in this directory, you can apply for your listing here:

Not yet trained, but curious?

If you are a lawyer, financial adviser, accountant, social scientist, mediator or allied professional working with families and estates - and you’re looking for a better way to manage conflict and complexity - Collaborative Practice may be the missing piece in your work.

Inheritance matters are rarely just legal disputes – they are deeply personal, emotionally charged and often shaped by decades of family history.

Collaborative Practice offers a framework that is uniquely suited to this context. Rather than positioning professionals and clients for conflict, instead Collaborative Practice:

Professionals who work collaboratively in inheritance matters often tell us it fundamentally changes how they practise - for the better. They choose Collaborative Practice because it allows them to:

Make a meaningful difference 

Help families reach outcomes that are practical, human, unique and sustainable – rather than escalating conflict by operating within a legal system that is designed to position people against each other.

Work as part of a trusted team

Collaborate with other skilled professionals, including lawyers, financial advisers, accountants and facilitators, to support the whole family and achieve genuinely holistic outcomes.

Reduce harm and preserve relationships

Minimise emotional stress and avoid the long-term damage that adversarial processes can cause.

Practise in alignment with their values

Move beyond the constraints of litigation or one-off mediation into work that is purposeful, respectful and professionally rewarding.

Build a future-focused practice

As families increasingly seek alternatives to court, collaboratively trained professionals are well placed to meet that demand.

If that resonates with you, we invite you to be part of this movement.

To be listed on the Family Inheritance Solutions directory, professionals must complete Wills & Estates specific Collaborative Practice training. This ensures families are supported by practitioners who understand both the technical and human dimensions of inheritance matters. To learn more and to register for the next training near you come along to one of the upcoming training courses.