SmartHeritance is a secure digital platform that helps employees and their organize everything their loved ones will need: finances, digital accounts, insurance, loans, wishes, and more. It prevents confusion and loss when life takes an unexpected turn.
Watch a 1-min video to learn more about SmartHeritance.
Even strong wellness and insurance programs have limits. When an employee passes away, families are often left searching for documents, passwords, and account details while dealing with grief.
SmartHeritance closes that gap. It gives employees one place to organize their personal, financial, and digital information so their families can find what matters most when it matters most.
Show employees that your company truly cares. SmartHeritance introduces a rare benefit that combines emotional meaning with practical value, building loyalty and goodwill.
Workers today look for more than compensation. They want employers who care about their well-being and their families’ security. This benefit helps you stand out and keeps talent engaged.
HR teams can add SmartHeritance with almost no extra work. Employees manage their own setup, the platform automates updates, and your team can focus on other priorities.
See How SmartHeritance Strengthens Employee Care
SmartHeritance bridges the gap between financial wellness and family readiness. It creates peace of mind that lasts well beyond employment.
| Current Benefit | What It Covers | What It Misses | What SmartHeritance Adds |
|---|---|---|---|
| Life Insurance | Pays beneficiaries after death | Does not help locate accounts or assets | Ensures families can find and claim everything |
| EAP or Wellness | Helps manage stress and grief | Does not reduce future burdens | Helps employees prepare their families in advance |
| Financial Wellness | Focuses on saving and education | Stops at retirement | Extends care into true legacy planning |
All user data is encrypted at every stage.
Only designated recipients gain access after verified passing.
Patent-pending AI Wellness Protocol confirms life status before information is shared.
SmartHeritance helps employees protect what truly matters—the people and memories they would leave behind. It turns a difficult subject into a simple act of care, allowing them to organize their affairs with clarity and confidence. For employers, it becomes a visible expression of compassion and foresight. It shows that your company not only values its people during their working years but also honors the lives and legacies they build beyond them.