A Legacy Benefit That Goes Beyond Life Insurance

SmartHeritance helps your employees organize their financial and digital assets—so when the time comes, their families aren’t left searching, guessing, or struggling.

HR Team

Give Your Team a Benefit That Protects More Than Just Their Paycheck

SmartHeritance helps employees secure their financial and digital legacy—so their families receive what’s rightfully theirs without legal stress, missed accounts, or unnecessary delays.

Whether it’s a forgotten bank account or a heartfelt message, everything is protected and delivered at the right time. No extra work for your team. Just real peace of mind for theirs.

  • 54% of employees would switch jobs for better well-being benefits
  • 69% are more likely to stay with companies offering holistic support

  • 79% factor benefits into job decisions

SmartHeritance closes the gap.
We help your team document and protect what matters, from savings accounts to digital subscriptions, so their families don’t lose what’s already theirs.

It’s low-cost, zero-lift for HR, and one of the few benefits that truly lasts a lifetime.

Contact Us Today to Learn How Easy It Is to Support Employees and Their Families

A Seamless Experience—Built for Simplicity and Security

Secure and Trusted:

  • Bank-Grade Security & Encryption - SmartHeritance follows high-level security standards, ensuring user data is encrypted and protected.
  • Privacy by Design - User data remains private and is only shared upon death, eliminating unauthorized access.
  • Secure Posthumous Sharing - Assets are automatically released to designated beneficiaries only after confirmation of the owner’s passing.

Contact Us