Inheritance Portal

Build, manage, and share your family's financial future.

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

Keep tabs on real-time home value, insurance, taxes, and maintenance logs.

Decide who can see what, and manage permissions easily.

Set up family loans with built-in schedules, automations, and documentation.