Plans & Pricing

Peace of mind for you, and clarity for your loved ones — for the price of a cup of coffee !!!

Use code “HOLIDAY2025” at checkoutdisc11

FREE Trial
Premium access during trial
No credit card required
✓ Enjoy full access with no restrictions
✓ Your data remains safe after the trial
✓ Upgrade to continue seamless access

Basic

Monthly: $5.99
Yearly: $60
✓ Assets catalog (up to 10 items)
✓ Auto import of legacy details i Patent-pending technology to automatically discover and keep your legacy information updated
✓ Unlimited beneficiaries
✓ Critical contacts
✓ Document uploads (up to 5)
✓ Personalized legacy dashboard
✓ Secure posthumous sharing i Automatically share data with chosen contacts after death.

Premium

Monthly: $8.99
Annually: $90
✓ Assets catalog (unlimited)
✓ Auto import of legacy details i Patent-pending technology to automatically discover and keep your legacy information updated
✓ Unlimited beneficiaries
✓ Critical contacts
✓ Document uploads
✓ Personalized legacy dashboard
✓ Secure posthumous sharing i Automatically share data with chosen contacts after death.
✓ Parent Account **NEW** i Invite a parent and help get them organized and prepared.

Included in your SmartHeritance Subscription

  • Personalized Legacy Dashboard:
    Securely organize all your legacy information—financial, digital, social, legal, and more—all in one place
  • Effortless Legacy Management:
    Step-by-step guidance with intuitive templates for organizing every aspect of your legacy
  • Beneficiary Management Made Simple:
    Add and update beneficiaries anytime, assigning them to specific assets
  • Auto Import for Hassle-Free Updates:
    Our patent-pending technology automatically discovers, imports, and updates your legacy information—saving you time and effort
  • Privacy & Peace of Mind:
    Your information remains private and accessible only to who you choose to provide access to.
  • Auto Detection of Death:
    Patent-pending technology discreetly confirms your well-being and shares necessary details with the beneficiaries when the time is right.

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