One secure place for all of life’s details: finances, insurance, investments, crypto, social accounts, cloud files, expenses, personal memories, and even final wishes. Private now, shared only when needed.
SmartHeritance is an online Personal Legacy Manager that automates the discovery, organization, and secure sharing of information — reducing stress and confusion, and ensuring nothing is lost when a loved one passes.
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Our technology-driven solution tackles the real reasons legacy planning often fails — not because of legal complexity, but because of human behavior.
Most people struggle with:
SmartHeritance solves these challenges with:
While you’re alive, everything remains completely private and secure. But when the time comes, SmartHeritance knows when to step in—without your loved ones needing to do anything.
Our Wellness Protocol regularly and gently checks in, using multiple signals to confirm your status. When a passing is detected, SmartHeritance automatically reaches out to your designated recipients, delivering the right information to the right people—just as you intended.
It’s a smart, secure way to ensure your legacy is delivered when it matters most.
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Lost Accounts. Lost Inheritance.
Bank accounts, investments, and insurance policies often go unclaimed—because families don’t know they exist. A Will can’t help if no one knows what to look for.
Digital Assets Locked Forever
Passwords, crypto, photos, cloud docs get lost without access. Most estate plans ignore these entirely, leaving families helpless.
Outdated Paperwork. Outdated Plans.
Life changes fast. But Wills and Trusts rarely keep up. New accounts, canceled plans, changed minds—families are left piecing it together, and guessing.
Grief Is Hard Enough Without the Chaos
The conversations delayed… the documents half done… the updates you meant to make… become someone else’s burden when they are already grieving.
This is what happens when planning is left unfinished.
SmartHeritance makes sure your family never has to guess.
No missing accounts. No locked memories. No scavenger hunt.
Just a clear, secure handoff — exactly how you intended.
SmartHeritance has helped families and professionals organize their legacy, avoid confusion, and protect what matters.
Read how real users describe the peace of mind it gives them.
You don’t need to be ultra-wealthy to leave a legacy.
You just need a simple way to protect what you’ve built and make sure it reaches the people you care about.
Ensure your loved ones know what to do and where to find everything if something happens.
Document your growing assets, digital accounts, and insurance now, not later.
Bring clarity to your estate and reduce future stress for your family.
Even without dependents, you can document your wishes, protect your digital life, and guide the people who may need to step in.
Use SmartHeritance to help clients stay organized and make your guidance even more effective.
Offer employees a new kind of benefit that supports financial wellness and family protection.
Your data is encrypted with the same level of security used by major financial institutions.
Even we can't access your data — only you and your chosen beneficiaries can.
Extra layers of security ensure access is only granted to trusted connections.
We follow strict U.S. compliance and data protection laws to keep your information safe.