Outdated paperwork and forgotten accounts can cost your family time, money, and peace of mind.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.
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Outdated Paperwork That No Longer Matches Reality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.
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.
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.
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
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.