SmartHeritance
@SmartHeritance
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SmartHeritance is a legacy planning service that enables a secure, smart and private way to protect assets for your loved ones
California
Joined August 2024
We work hard to build wealth for their families but often forget or neglect to share crucial financial details. When something unexpected happens, our loved ones may miss inheriting certain assets without the necessary information. SmartHeritance solves this with technology!.
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Most common types of abandoned property are bank and stock accounts, lost pensions and unclaimed insurance policies. Learn how solves this with technology.
smartheritance.com
Secure your legacy with SmartHeritance. Organize accounts, passwords, and documents in one place. Private until needed. Easy to set up.
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Unclaimed property is a significant global issue, with $77 billion in the U.S. alone and more added each year. Traditional tools like Trusts, Wills, or homemade asset documents often fall short. SmartHeritance solves this with technology.
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