Secure Your Legacy With Confidence

Think your will is enough? Think again…

Outdated paperwork and forgotten accounts can cost your family time, money, and peace of mind.

SmartHeritance keeps everything organized, from financial accounts and crypto to cloud logins, digital files, and final wishes. We store it securely, keep it current, and deliver it to the right people at the right time.

No binders. No confusion. No missed assets.

Takes just 1 minute to start protecting a lifetime of what you’ve built.
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Bank-Grade Security
Private Until You Pass
Used by Estate Pros

Life Is Unpredictable!

One moment changes everything. Will your family be prepared?

unhappy couplestressed doing paperwork

Lost Accounts. Lost Inheritance.
Millions in bank accounts, investments, and insurance policies are never claimed. Why? Because families don’t know they exist. A legal will won’t help if no one knows what to look for or where to find it.

Digital Assets Locked Forever
Crypto. Passwords. Cloud documents. Photo libraries. Social media. Without access, they’re gone. Most estate plans ignore these entirely, and families have no legal path to recover them once you’re gone.

Outdated Paperwork That No Longer Matches Reality
Wills and trusts are static documents in a fast-moving world. You opened new accounts. You canceled old ones. You moved. You changed your mind. But the plan was never updated. Now your family is stuck sorting it out during the hardest time of their lives.

Uncertainty and Chaos in the Middle of Grief
The conversations you put off… the documents you meant to update… the instructions you intended to share… they become someone else’s burden. And that burden hits hardest when your family is already overwhelmed.

This is what happens when planning is left unfinished.

SmartHeritance exists to make 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.

What is SmartHeritance?

The Smarter Way To Protect Your Legacy

SmartHeritance makes it easy to organize what matters most and ensures it gets to the right people, at the right time.

Learn More About Smart Heritance

A smarter way to protect everything you’ve built.

SmartHeritance helps you organize your full legacy — from financial accounts and property to digital access and personal notes — all in one secure, private place.

Most people forget something. That’s where mistakes happen, assets get lost, and families are left with hard questions.

With SmartHeritance, you stay in control now, and your loved ones get clarity when it matters most. No guesswork. No confusion. Just peace of mind, backed by bank-level security.

What happens when it’s time to share?

While you’re alive, everything stays completely private. But when the time comes, SmartHeritance steps in.

Our Wellness Protocol gently checks in over time, confirms your status through multiple signals, and then delivers the right information to the right people — exactly as you intended.

Nothing gets released too early. Nothing falls through the cracks. It’s the smart, secure way to make sure your legacy doesn’t get lost.

Learn More About SmartHeritance Wellness Protocol

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.

Who It's For

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.

Parents and Partners

Ensure your loved ones know what to do and where to find everything if something happens.

Working Professionals

Document your growing assets, digital accounts, and insurance now, not later.

Retirees and Empty Nesters

Bring clarity to your estate and reduce future stress for your family.

Single Adults

Even without dependents, you can document your wishes, protect your digital life, and guide the people who may need to step in.

Estate Planners and Advisors

Use SmartHeritance to help clients stay organized and make your guidance even more effective.

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HR and Benefits Leaders

Offer employees a new kind of benefit that supports financial wellness and family protection.

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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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