Everyday Clarity. Lasting Legacy.

SmartHeritance is your secure Personal Legacy Manager — a single place to organize life’s details, protect your family, and prepare for the unexpected.

Private to you. Shared when needed.

FREE TRIAL
No Credit Card Required
Takes just 1 minute.
Family 1200 x 900 min
Bank-Grade Security
Private Until You Pass
Used by Estate Pros

The Hidden Risk in Every Family

In most families, one partner handles the bills, accounts, and daily money management. But if that person can’t step in, the family is often left unprepared — with missing details, confusion, and financial stress right when it hurts most.

72%

of couples rely on one spouse for daily money tasks.

70%

of households report chaos after the death of a loved one.

43%

of households lack full visibility into all financial accounts and information.

41%

of widowed women had no financial conversations or plans in place before loss.

SmartHeritance closes these gaps — making sure your family has clarity, access, and peace of mind no matter what happens.

Built for Today. Ready for Tomorrow.

Digital Legacy

Stay on Top of Life’s Details

Bank accounts, policies, subscriptions, passwords — all organized in one secure place instead of scattered across files and sticky notes.

Be Ready for the Unexpected

If you’re hospitalized, traveling, or suddenly unavailable, your spouse or kids can immediately access what matters — from the mortgage payment to insurance info.

Tame the Digital Chaos

Modern families juggle dozens of logins and services. SmartHeritance keeps track of them so nothing slips through the cracks.

Make Advisors More Effective

Estate lawyers, financial planners, and tax pros work faster and cost less when your records are clear and current.

Three Steps to a Smarter Legacy

Step 1: Add What Matters

Enter your accounts, policies, passwords, and essential details using guided templates. SmartHeritance walks you through it in plain language so nothing important gets missed — and you can get started in minutes, not hours.

Step 2: Keep It Current

Life changes fast. New accounts open, policies expire, subscriptions shift. SmartSync keeps your records up to date automatically, so your family always has the latest information at their fingertips.

Step 3: Share When It Counts

Our Wellness Protocol ensures your information stays private until it’s truly needed. When the time comes, the right details are released to the right people — never too early, never too late. Your loved ones get clarity, not chaos.

Watch Video To Learn More About SmartHeritance.

Watch Video To Learn More About SmartHeritance Wellness Protocol.

What Most Families Get Wrong About Legacy Planning

Even the most organized families often fall into these traps — assuming they have it covered. The truth is, these myths cause confusion, delays, and stress at the most difficult time.

I have a document with all details.

Over time, family members may lose access, and the information often becomes outdated or incomplete. It also lacks privacy controls — requiring you to share sensitive details upfront, instead of securely releasing them only when needed. 

Having a Will or Trust is enough.

A Will/Trust covers only part of the picture. Families also need access to financial accounts, insurance details, digital accounts, property, loans, and final wishes. Without that, important information can get lost, leaving families scrambling.

My family already knows everything.

Even in close families, details are often scattered, forgotten, or assumed. In emergencies, clarity is what matters — not memories. A secure, centralized place removes guesswork, ensure nothing is overlooked, and prevents unwanted family conflicts.

I can get to it later.

Later often becomes never. Legacy planning is one of the greatest gifts you can give your family — peace of mind. Taking just a little time today can save your loved one enormous stress tomorrow. 

I am too young to think about this.

Life is unpredictable. Waiting means your loved ones could face stress, confusion, or costly delays if something unexpected happens. Starting now ensures your family is protected no matter when life throws a curveball.

This is too time-consuming.

Legacy planning doesn’t have to be overwhelming. With the right tools, you can organize the essentials step by step, in plain language, without lawyers or mountains of paperwork. The important thing is to get started.

What others are saying

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.

"I’m incredibly grateful for SmartHeritance—it gives me peace of mind knowing that if I were to pass away unexpectedly, my loved ones would have all the information they need to seamlessly inherit everything I’ve worked so hard to build. The platform is intuitive, user-friendly and made it easy to get started in no time!"
- MamataSoftware Consultant, Columbus, OH
"This service gives me peace of mind knowing my loved ones will have clear access to everything I've worked for. It's like insurance for your legacy, making sure nothing gets lost in the shuffle after you're gone."
- EmingProduct Manager Dallas, TX
"Great Service. Finally, I have one place where I can add all my assets and bank information (which I was managing in an xls file), and I was wondering how my family will get my password in case of an unexpected passing. Adding assets, bank accounts, brokerage accounts, and beneficiaries is straightforward. Finally, there is peace of mind regarding the loss of assets and what might happen if an unforeseen accident occurs. Thanks."
- VenkySmall Business Owner Los Angeles, CA
"Smartheritance allows me to easily add all of my financial assets and identify beneficiaries for all of them. The wellness and personalized checks give me peace of mind to know that if something does happen, my family will receive all of the information they need to access accounts. Awesome tool!"
-AdamProduct Executive, Chicago, IL
"Done with one of my recurring new year resolution to document and update our assets! Smartheritance made it a breeze to do so."
-VivekEngineering Leader, Sunnyvale, CA
"The platform is not only secure and easy to use but also provides peace of mind knowing that my loved ones will have clear guidance when the time comes. Their focus on simplifying a sensitive and complex process is truly commendable.",
YanaOperations Leader, Burlingame, CA
"I’m incredibly grateful for SmartHeritance—it gives me peace of mind knowing that if I were to pass away unexpectedly, my loved ones would have all the information they need to seamlessly inherit everything I’ve worked so hard to build. The platform is intuitive, user-friendly and made it easy to get started in no time!",
MeganHR Executive, San Jose, CA
"The adding of assets and beneficiaries is so simple and I was able to add all my information very quickly. It gives a peace of mind knowing that my loved ones will have seamless access to my information when they need it. Peace of mind solution.",
AshTechnology Professional, Toronto, Canada

We Take Your Privacy Seriously

You’re trusting us with your most personal information. We’ve built SmartHeritance to protect it from day one.

Bank-Grade Encryption

Your data is encrypted with the same level of security used by major financial institutions.

Zero-Knowledge Architecture

Even we can't access your data — only you and your chosen beneficiaries can.

Cross-Site Access Protection

Extra layers of security ensure access is only granted to trusted connections.

U.S.-based Data Storage

We follow strict U.S. compliance and data protection laws to keep your information safe.

We don’t just secure your data. We keep it private, even from ourselves.

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