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!
Secure Digital Vault - Store your financial accounts and final wishes in one safe place.
Privacy-First Technology - Your data is only shared when and with whom you choose.
Legacy Access - Ensure your loved ones have what they need, when they need it.
Seamless Transfer to Loved Ones - Only the people you choose, only when it’s time.
Simple, Smart, Secure - Private while you're alive. Clear and actionable when you're gone.
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.
Sign up securely and begin organizing your legacy.
Follow our easy, guided steps to input important details.
Designate trusted recipients who will receive access when you're no longer here.
Receive automatic updates and reminders to ensure your information stays current.
Receive automatic updates and reminders to ensure your information stays current.
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.
Start early by protecting your digital and financial future now.
Ensure your kids and dependents know exactly where things stand.
Secure business continuity and asset transition planning.
Make life easier for your loved ones by organizing your estate today.
We know you're trusting us with sensitive, personal data — and we’ve built SmartHeritance like a vault.
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 when it's truly needed.
We follow strict U.S. compliance and data protection laws to keep your information safe.