A Personal Legacy Manager helps families organize financial, digital, and personal information in one secure place. Modern life involves many accounts and passwords that can be hard to track. SmartHeritance keeps these details current, private, and accessible to trusted individuals. It simplifies daily life, reduces stress, and helps families stay prepared with clarity and confidence.
Estate planning protects your property, digital legacy planning protects your online life. In today’s world, you need both to ensure your loved ones have access to everything you want to pass on — from bank accounts to cloud-stored photos. Learn the key differences, the risks of doing nothing, and how to create a complete plan that leaves nothing behind.
HR leaders are rethinking what it means to care for employees for during life and beyond. Discover why digital legacy planning is the newest must-have benefit and how SmartHeritance helps teams protect what matters most.
Millennials and Gen X are building digital wealth through crypto, online investments, and side hustles—but most are leaving these assets out of their estate plans. This oversight creates real financial and emotional risks for loved ones. Learn why digital estate planning matters and how to protect what you've built.
Most people delay or avoid legacy planning. Not because they don't care, but because it's emotionally hard. This blog dives into the human psychology behind procrastination, discomfort, and fear when planning for death, and how SmartHeritance helps overcome those hurdles with ease, empathy, and automation.
Most people plan for their homes and finances but forget their digital lives. Discover why wills fall short, and how SmartHeritance ensures your online accounts, crypto, and memories are protected and passed on securely.
Most people plan for their homes and finances but forget their digital lives. Discover why wills fall short, and how SmartHeritance ensures your online accounts, crypto, and memories are protected and passed on securely.
Most people plan for their homes and finances but forget their digital lives. Discover why wills fall short, and how SmartHeritance ensures your online accounts, crypto, and memories are protected and passed on securely.
Over the next two decades, the United States will experience the largest intergenerational transfer of wealth in history. Economists and financial experts have dubbed it The Great Wealth Transfer.
Discover why HR leaders are adding digital legacy planning to benefits packages to boost retention, reduce financial stress, and protect employees' families.