Best apps like SmartHeritance

Whether you want more options like SmartHeritance or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to SmartHeritance

Willventory by Bharat Patel

Estate Planning Tool.

Editor's Choice

0.0(0 ratings)

FreeIn-App Purchases

FlowBiz by Welastic Sp. z o.o.

Full control over finances

Strong Contender

0.0(0 ratings)

Free

FinScore by YONG-CHEN CHEN

Financial health score

Worth Considering

Digital Ledger.Estate Planner.

0.0(0 ratings)

FreeAdsIn-App Purchases

More apps like SmartHeritance

WillWize

(0)

Credit Card Benefit Tracker

CardCred

Track credit card statement credits and benefitsVisual progress bars for used and remaining creditsPersonalized card recommendations by spending category

This app helps you maximize credit card rewards by tracking statement credits and benefits. It provides personalized card recommendations for spending categories and sends timely reminders before benefits expire, ensuring you get the most value from your cards.

(2)

free

DGLegacy - Digital Inheritance

Protect your digital assets

Digital asset catalogingBeneficiary designationProprietary 'alive' event detection

Securely designate beneficiaries and catalog digital assets for inheritance. The app uses a proprietary engine to detect life events and ensures your digital legacy is passed on as intended. Protect bank accounts, crypto, passwords, and more.

(1)

subscription

Trusty—The Estate Binder App

Share your wishes, securely.

Build complete Estate BinderAdd Letters of WishesInvite trusted contacts

Securely record and share important estate information, including wishes, assets, and documents. Connect with trusted contacts for clarity and peace of mind in estate planning.

free with in-app purchases

(0)

SimplyTrust: Estate Planning

Create your plan in minutes.

Create living trust in 15 minutesRemote online notarizationNevada trust structure for asset protection

Easily create a living trust from your phone in minutes. Protect your assets and family by avoiding probate court. Includes remote online notarization and secure storage.

(10)

subscription

AllocatR: Portfolio Rebalancer

Multi-Model Portfolio Tool

Smart rebalancing calculationsMultiple portfolio modelsComplete privacy & local storage

This tool simplifies portfolio rebalancing for investors and financial advisors. It calculates exact buy/sell amounts to maintain target allocations and offers robust privacy with local data storage. Manage multiple client models and rebalance portfolios offline.

free with in-app purchases

(4)

Beneficiary Plan

Estate Planning

Asset tracking and organizationBeneficiary designationLegal document generation

Easily create essential legal documents like wills and trusts without a lawyer. Organize your assets, designate beneficiaries, and monitor your net worth. An AI assistant provides guidance, and catastrophic monitoring keeps you informed of potential impacts to your plan.

free with in-app purchases

(7)