Everything your
family will need - organized, secure,
and ready
A will names who inherits. It says almost nothing about where things are or how to reach them. SmartHeritance closes that gap – one encrypted place for every account, policy, and instruction, released to your family exactly when they need it.
The gap every estate plan leaves open
Most families have done the legal work – a will, maybe a trust. Far fewer have solved the harder problem underneath it: making sure someone can actually find and use everything when the moment arrives.
of couples rely on one spouse for daily money tasks.
of households report chaos after the death of a loved one.
lack full visibility into all their financial accounts.
of widowed women had no financial plan in place before loss.
SmartHeritance doesn’t replace your estate plan – it’s what makes it usable, giving your family clarity and access the moment they need it.
What a will alone was never built to do
Even well-prepared families assume they have this covered. Here’s where that assumption tends to break.
A document in a drawer goes stale the day life changes - a new account, a refinanced mortgage, a switched insurer. It also asks you to share everything upfront. A Personal Legacy Manager stays current and stays private, releasing details only when they’re needed.
A will or trust defines who inherits. What it leaves out is the rest of a life: the accounts, policies, digital holdings, and final wishes. A Personal Legacy Manager is the layer that holds all of it.
Even in close families, details are scattered, forgotten, or assumed rather than written down. In an emergency, clarity is what matters, not memory. A secure, centralized record removes the guesswork and the room for conflict.
Later often becomes never. Legacy planning is one of the greatest gifts you can give your family. Taking just a little time today can save your loved ones enormous stress tomorrow.
One manager for your
entire financial life
Every detail, one record
Accounts, policies, property, subscriptions, passwords – organized by category in one secure place, not scattered across drawers, inboxes, and spreadsheets.
Ready the moment it matters
If you’re hospitalized, traveling, or suddenly unreachable, your family can find what they need immediately – the mortgage, the policy, the account no one else knew existed.
Beyond a password manager
A password manager gets your family into your accounts. SmartHeritance goes further – insurance, property, legal documents, and the instructions no login screen can hold.
Sharper work from your advisors
Estate lawyers, financial planners, and tax professionals work faster, and cost less, when your records are clear, current, and already organized for them.
Three steps to a complete legacy record
Add what matters
Enter accounts, policies, and essential details through guided templates in plain language. Most people get started in minutes.
Keep it current
Accounts open, policies renew, subscriptions change. SmartSync updates your record automatically, so your family always has the latest version.
Share when it counts
Our Wellness Protocol keeps everything private until it’s genuinely needed. The right details reach the right people – never too early, never too late.
You can stop and come back anytime
Privacy is the foundation, not a feature
You’re trusting us with the most personal record you’ll ever keep. Protection was built in from the first line of code, not added on afterward.
Bank-Grade Encryption
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.
SOC 2 Type II Certified
Independently audited to verify our controls over time, not just once.
U.S.-Based Data Storage
Strict U.S. compliance and data protection laws keep your information safe.
What families are saying
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.
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.
Finally, one place where I can add all my assets and bank information. Adding accounts, brokerage accounts, and beneficiaries is straightforward. Real peace of mind about what might happen if an unforeseen accident occurs.
SmartHeritance lets me easily add all my financial assets and identify beneficiaries. The wellness and personalized checks give me peace of mind that my family will get everything they need. Awesome tool!
Give your family the one thing
a will can’t - a way to find it all
Start organizing your legacy today. Most people get started in minutes, and you can stop and come back anytime.