Inheritance Portal
A modern inheritance hub for tracking home equity, assets, family access, and financial opportunities.
Your entire financial legacy,
organized in one place.
Track home value &
equity changes
View all assets and liabilities
in a single dashboard
Grant access to spouses,
children, or trustees
Explore borrowing & lending options within the family
Review financial offers with
full transparency
Easily manage your
documents & records
Estate & asset tracking
Keep tabs on real-time home value, insurance, taxes, and maintenance logs.
Family access controls
Decide who can see what, and manage permissions easily.
Family lending & borrowing tools
Set up family loans with built-in schedules, automations, and documentation.
Want early access?
We’re inviting a small group to help shape the future of family wealth tech.
Join waitlist