Your entire financial life.
Organized. Visible. Ready.
Heritas is the system of record for your family's wealth and legacy. Assets, roles, beneficiaries, and estate readiness — all in one place.
No legal jargon. No spreadsheets. Just clarity.
See a finished estate — no signup required.
What you can do
Everything your estate needs. One platform.
AI Estate Guide
Ask anything about your estate — get answers grounded in your actual data.
Smart Calculators
Estimate estate taxes, probate fees, and plan ahead with real numbers.
Full Estate Inventory
Track every asset, liability, beneficiary, and ownership type in one system.
Professional Prep
Know exactly what to ask your attorney or advisor before the meeting.
Simple by design
Three steps to estate clarity
No legal jargon, no hundred-page documents. Just a clear system that grows with your family.
Add your financial life
Enter your assets, liabilities, beneficiaries, and family members. Take five minutes — or five hours. Go at your pace.
See your estate clearly
Get a real-time readiness score, smart nudges, probate exposure analysis, and a complete ownership map.
Make smarter decisions
Use AI-powered insights to find gaps, prep for professional meetings, and protect what matters most.
What you walk away with
Real deliverables — not just another dashboard.
Heritas turns scattered accounts and unanswered questions into concrete, shareable outputs your family can actually use.
Estate Snapshot
The Oliver Legacy
Readiness
86/100
Estate Readiness Score
A clear 0–100 score that shows exactly how prepared your estate is — and what to fix next.
Complete Estate Inventory
Every asset, liability, account, and beneficiary captured in one organized place.
“If Something Happened Today” Report
A printable emergency file your family can find and follow when it matters most.
Probate Exposure Analysis
See which assets would go through probate — and how to keep them out of it.
Beneficiary & Ownership Map
Visualize who inherits what, and catch the gaps before they become problems.
Professional Prep Packet
Walk into your attorney or advisor meeting knowing exactly what to ask.
Why it matters
It's not just financial planning — it's an act of love.
Give your family clarity, protection, and peace of mind — before they ever need it. Heritas turns uncertainty into a plan.
AI-Native Intelligence
Your personal estate intelligence layer.
Ask questions about your estate and get answers grounded in your actual data — not generic advice. The Heritas Guide knows your assets, roles, beneficiaries, and gaps.
Educational insights only — not legal or financial advice.
Your data, your control
Built for real families, not law firms.
Bank-Level Security
Your data is encrypted at rest and in transit. Row-level security ensures only you see your information.
Private by Default
We never sell your data. Heritas is built on trust — your information stays yours, period.
Full Transparency
See exactly what data powers your insights. Every recommendation is grounded in your profile, not assumptions.
Give your family clarity
before they need it.
Start organizing your estate today. It takes minutes — not meetings.
Free to start. No credit card required.