Discover why HR leaders are adding digital legacy planning to benefits packages to boost retention, reduce financial stress, and protect employees' families.
Without a plan, your crypto could be lost forever. Learn how to protect your digital assets and ensure your loved ones can access them when the time comes.
Protect your digital legacy! Learn how to secure online assets, from bank accounts to crypto, so your loved ones can access them when needed.
Most estate planners rely on one-time clients. Learn how offering ongoing estate updates, digital asset tracking & SmartHeritance can create recurring revenue.
Take control of your asset management and simplify inheritance for your loved ones
Secure your legacy: Only 32% of U.S. households have a will. Discover why estate planning matters.
A will is just the start. Learn the essential steps for a complete, secure estate plan with confidence.
Discover why trusts and wills alone may not guarantee a smooth inheritance—and how to avoid pitfalls.
Don't let inheritance challenges burden your family—discover essential steps for smooth estate planning.
Ease the burden: Essential steps for families managing a loved one's estate after they pass away.