Secure Your Legacy Before It's Too Late

Every year, families lose millions because critical information was missing, scattered, or simply never shared.

SmartHeritance is modern software that keeps your assets organized and protected, and ensures your family can access them when it matters most. Start now, so nothing gets lost later.

Protect your family from confusion, stress, and financial loss. 

Build your Personal Legacy for the people you love.

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

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.

What is SmartHeritance

It’s Everything Your Family Will Need! All in One Place!

SmartHeritance is an online service, built to organize and protect everything from your financial accounts to your final wishes, with privacy-first technology that only shares what you’ve approved, and only at the right time.

Capability
  • Check Auto-discovers Your Assets - Financial, digital, crypto, even social media automatically discovered and updated.
  • Check Guided Templates - Simple templates guide you to organize your information.
  • Check All Your Info, Centralized - From banking to legal docs to passwords — securely stored, always accessible.
  • Check Seamless Transfer to Loved Ones - Only the people you choose, only when it’s time.
  • Check Simple, Smart, Secure - Private while you're alive. Clear and actionable when you're gone.

This isn’t Just a Tool. It’s a Lifeline.

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.

"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

How It Works

Our intuitive and easy-to-use interface helps you set up in minutes with personalized and guided steps.

Setting Up Your Legacy Dashboard

Use our simple, intuitive guide to set up in minutes

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Signing up

Add Your Assets & Documents

Use our AI tool to automatically discover and add assets.

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Auto Import of Assests

Your Wellness Confirmation

Automatic detection of passing and seamless legacy transfer.

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Wellness Check

Who Needs This?

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.

Young Professionals

Simplify planning and protect your children’s future.

Retirees

Organize what matters most and reduce future stress.

Professionals

Avoid probate delays and maximize your estate.

Estate Planners

Offer clients a modern solution to an ancient problem.

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HR Benefit Teams

Provide the next generation of benefits and estate planning to your employees.

Learn More

We Take Privacy Personally

We know you're trusting us with sensitive, personal data — and we’ve built SmartHeritance like a vault.

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Bank-Grade Encryption

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

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Zero-Knowledge Architecture

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

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Cross-Site Access Protection

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

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U.S.-based Data Storage

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

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Auto Imports of Assets

Wellness Check

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