Preserve What Matters: Family, Values, Legacy.
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heritance App
What is the heritance App?
heritance Digital is a groundbreaking app that transforms inheritance planning into a seamless mobile experience. With just a few taps, you can learn, plan, and manage your estate while fostering unity among loved ones.
Everything happens conveniently on your phone, from sharing cherished memories with Time Capsules to crafting your will with SmartWill.
At heritance, we champion #ValuesBeyondValuables—ensuring that your legacy isn’t just about assets but also the values, stories, and heritage that define your family. Secure your future and pass down what truly matters to future generations.
App Features
TRIBE
Foster unity and bridge relationships with your closest family and friends
Members
Create Tribe members & view their profiles to stay updated on their status such as place of residence, marital status and more.
Groups
Create groups such as your childhood gang, nuclear family, or spiritual family.
Appointments
Monitor your appointments – you might be appointed as your nephew’s guardian, so stay connected to be prepared.
Relationship
Bridging relationships brings down the likelihood of an inheritance feud – future-proof your family today!
MEMORY
Curate and share your milestones with a specified group of people
Memory
Did you know? The average person posts almost 10,000 social media posts in their lifetime, but only 1% is worth passing down. Curate that special 1% here at heritance.
Memory Time Capsules
Timely placed memories can impact your loved ones. Do so by scheduling a Memory Time Capsule to share your life story and lessons. You decide who and when. Leave the delivery to us!
SmartWilL
#NoMoreTemplateWills!
Assets
Personalize your will on the fly – got a new property? Add it to your asset and decide who to give it to at the click of your finger.
Customize
- Customize your giving with SmartBequest. Set conditions to pass on your assets with values to your beneficiaries.
- Include restraints in your giving to prevent over-indulgence for minor children.
- Not sure who is suitable as the Executor, Guardian, or Investment Advisor? Our Personality Test will suggest a suitable fit.
Intangible Gifts
Pass on not only material gifts but also timeless life lessons through your Memory Time Capsules, automatically synced to your Will!
SmartWill and SmartWill Plus
Choose the perfect will for yourself, we are giving you the option of SmartWill and SmartWill Plus.
SmartWill includes; appointment of representatives, personality matched roles, simple and straight-forward bequests to your beneficiaries
SmartWill Plus encompasses all functions and services within SmartWill, with additional functions such as; deferred or conditional distribution, investment decisions, and restraint clauses.
heritance Is For...
Resources
User Guide
To facilitate your experience, we have prepared a user guide to help you navigate your way through the App if you need to. Download guide here.
