Recurring Revenue & A Game-Changing Legacy Solution.
The Silent Crisis in Estate Planning.
Every year, millions of dollars in assets go unclaimed because families simply don’t know they exist. Traditional estate planning tools focus on legal documentation but fail to ensure ongoing asset tracking—especially for digital assets like cryptocurrency, social media accounts, and online financial records. Without a clear, up-to-date inventory, families face costly legal battles, probate delays, and financial losses.
As a professional trusted with your clients’ estate planning and financial future, you know how vital accurate, up-to-date information is. Yet, missing or outdated records can leave families vulnerable.
Secure Your Clients’ Assets Today—And Into the Future
SmartHeritance is a next-generation digital estate planning tool that complements your services, ensuring your clients’ assets are documented, updated, and securely accessible when needed.
The Silent Crisis in Estate Planning.
Take the first step toward expanding your offerings, increasing revenue, and providing unmatched value to your clients.
Fill out the form below to learn more about our partnership program.
