Traditional estate planning tools stop at paperwork.
Standard employee benefits don’t plan for what happens next.
Both leave families vulnerable to delays, confusion, and unclaimed assets.
SmartHeritance ensures that when the time comes, your clients’ or employees’ assets are documented, discoverable, and delivered to the right people—without stress, guesswork, or legal mess.
Go beyond medical and life insurance. Support the full legacy of your employees.
Today’s workforce wants more than financial protection—they want financial clarity. But most benefits programs leave a critical gap: post-life planning. When employees pass, families are often left without access to the full picture of what they’re owed.
The reality:
How SmartHeritance helps:
Turn a one-time engagement into lasting value for you and your clients.
Wills, trusts, and estate plans are essential, but static. Once the documents are signed, most clients never revisit them. Life moves on. Assets change. And families are often left with outdated plans, missing accounts, and months of legal stress.
The result?
How SmartHeritance helps:
SmartHeritance doesn’t replace your estate plans. It makes them last, evolve, and deliver when it counts.
Traditional estate planning is static. Trusts, wills, and legal documents do not update automatically, leading to missing information and probate delays.
SmartHeritance tracks and alerts you when clients add asset records, allowing you to offer ongoing estate planning service and recurring revenue.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Clients frequently change investments, open new accounts, or add digital assets but don’t update their estate plans. This leads to unclaimed assets and missed financial opportunities.
SmartHeritance keeps advisors informed of client updates, creating ongoing touchpoints and engagement opportunities.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Many life insurance claims go unprocessed or delayed because beneficiaries lack policy details.
SmartHeritance ensures beneficiaries receive accurate information immediately, improving customer satisfaction and reducing claim processing time.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Employees seek holistic financial benefits, but most workplace plans lack post-life planning tools.
Offering SmartHeritance as an employee benefit increases retention and positions employers as forward-thinking companies.
Employer Branding
Establish your organization as a progressive and forward-thinking employer for talent.
Employee Loyalty
Provide employee peace of mind and strengthen loyalty with proactive legacy management.
Minimize impact of Productivity
Minimize distractions and unproductive cycles when there is a loss in family.
No Setup or Tech Hassles
Minimal effort pilot with just one HR email.
Traditional estate planning is static. Trusts, wills, and legal documents do not update automatically, leading to missing information and probate delays.
SmartHeritance tracks and alerts you when clients add asset records, allowing you to offer ongoing estate planning service and recurring revenue.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Clients frequently change investments, open new accounts, or add digital assets but don’t update their estate plans. This leads to unclaimed assets and missed financial opportunities.
SmartHeritance keeps advisors informed of client updates, creating ongoing touchpoints and engagement opportunities.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Many life insurance claims go unprocessed or delayed because beneficiaries lack policy details.
SmartHeritance ensures beneficiaries receive accurate information immediately, improving customer satisfaction and reducing claim processing time.
Earn Recurring Revenue
Receive ongoing alerts commissions as clients subscribe and update their information giving you opportunity to engage with your clients in a timely manner.
Differentiate Your Services
Offer a cutting-edge digital solution alongside traditional planning tools.
Enhance Client Loyalty
Stay connected to clients with automated updates on their estate and asset records.
Reduce Legal Disputes
Prevent inheritance confusion with accurate, real-time records.
No Upfront Costs, Risks, Setup or Tech Hassle
SmartHeritance integrates seamlessly with your existing workflow.
Employees seek holistic financial benefits, but most workplace plans lack post-life planning tools.
Offering SmartHeritance as an employee benefit increases retention and positions employers as forward-thinking companies.
Employer Branding
Establish your organization as a progressive and forward-thinking employer for talent.
Employee Loyalty
Provide employee peace of mind and strengthen loyalty with proactive legacy management.
Minimize impact of Productivity
Minimize distractions and unproductive cycles when there is a loss in family.
No Setup or Tech Hassles
Minimal effort pilot with just one HR email.