Learn why your legacy is at risk—and how SmartHeritance solves it.
When someone passes away, they leave behind more than memories.
They leave behind a digital trail, a paper maze, and dozens of unanswered questions.
Where are the insurance policies?
What was the passcode to their phone?
Which bank held that investment account?
It’s not just about documents. It’s about discovery. In today’s world, legacy means more than a will — it means accessing encrypted data, digital assets, and accounts that live behind passwords and platforms. Without the right information, families are left to search… and sometimes, what’s lost stays lost.
$77B
in unclaimed property in the U.S.
Delays
30%-40% of life insurance policies get delayed.
Hassle
average probate takes 6–18 months
Don’t leave your loved ones with stress, delays, or missed assets. Give them a clear path, not a scavenger hunt.
Auto-Detects Your Assets - Financial, digital, crypto, even social media automatically discovered and updated.
Guided Legacy Templates - Simple prompts help you organize everything you need, step by step.
All Your Info, Centralized - From banking to legal docs to passwords — securely stored, always accessible.
Seamless Transfer to Loved Ones - Only the people you choose, only when it’s time.
Simple, Smart, Secure - Private while you're alive. Clear and actionable when you're gone.
SmartHeritance exists for the moments you can’t predict… and the people you care about most. This isn’t about how much money you have. It’sabout making sure your legacy doesn’t disappear when you do.
Use our simple, intuitive guide to set up in minutes
Use our AI tool to automatically discover and add assets.
Automatic detection of passing and seamless legacy transfer.
You don’t need to be ultra-wealthy to leave a legacy. You just need a way to make sure what you’ve built doesn’t disappear.
Simplify planning and protect your children’s future.
Organize what matters most and reduce future stress.
Avoid probate delays and maximize your estate.
Provide the next generation of benefits and estate planning to your employees.
Learn MoreWe know you're trusting us with sensitive, personal data — and we’ve built SmartHeritance like a vault.
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 when it's truly needed.
We follow strict U.S. compliance and data protection laws to keep your information safe.