Financial Inventory
Document all 12 asset categories: bank accounts, investments, insurance, real estate, and more. Your family gets one organised source of truth, not scattered papers.
Free to start. No card required.
Your family could lose everything. Most Indian families do.
Indian banks hold over ₹78,000 crore in unclaimed deposits.¹ Three minutes to find out where your family stands.
Free to start • No credit card • Built for Indian succession law
The cost of doing nothing
Without a plan, your family pays the price.
Every year, Indian families lose crores to unclaimed bank accounts, lapsed insurance policies, and property disputes, often because no one left a clear record.
Without a plan
- Family hunts for documents for months
- Banks freeze accounts. Paperwork takes years.
- Insurance lapses go unclaimed
- Property disputes tear families apart
- Nominees stay out of date. Money is lost.
With Sort My Legacy
- Everything is in one place, found in minutes.
- Family knows exactly what to do, and when
- Every policy is documented and claimable
- Will and wishes are clear. Less room for disputes.
- Nominees tracked and updated automatically
From overwhelmed to organized
Everything your family needs. One secure place.
Sort My Legacy brings your finances, digital assets, will, and family briefing into one guided platform. Built for Indian families: Hindu Succession Act-aligned will drafts, India-specific asset categories, and the nominee rules of Indian banks and insurers. Start free. No credit card required.
Digital Legacy
Passwords, crypto, social media, subscriptions. Secure vault with zero-knowledge encryption. Transferable when the time comes.
Will Builder
Guided will draft for the Hindu Succession Act 1956 (Hindus, Sikhs, Jains, Buddhists). Muslim Personal Law and Indian Succession Act flows coming Q3 2026. Lawyer review recommended.
Family Access
Control who sees what, when. Share before death for transparency, or keep private until your chosen family representative needs it.
What makes us different
Features competitors don't have
Legacy Messages
Write messages for loved ones. Delivered when the time comes. Your final words, your way.
Life Timeline
Document milestones and memories. Share your story with your family.
2FA & Security
Authenticator-app (TOTP) two-factor authentication with backup codes. AES-256-GCM zero-knowledge vault for passwords.
Emergency Access
Family can request access in urgent situations. You approve or deny within 72 hours.
Check-in Reminder
Periodic check-in. If you do not respond, we notify your Trusted Contacts. No one falls through the cracks.
Document Intelligence
Smart categorization and search-ready metadata keep critical files easy to find when your family needs them most.
Readiness Checklist
A practical checklist tracks what is complete and what is missing, so planning moves from intent to action.
Annual Review Automation
Built-in annual prompts help you review nominees, wills, and documents before life changes create risk.
Legacy Messages
Write messages for loved ones. Delivered when the time comes. Your final words, your way.
Life Timeline
Document milestones and memories. Share your story with your family.
2FA & Security
Authenticator-app (TOTP) two-factor authentication with backup codes. AES-256-GCM zero-knowledge vault for passwords.
Emergency Access
Family can request access in urgent situations. You approve or deny within 72 hours.
Check-in Reminder
Periodic check-in. If you do not respond, we notify your Trusted Contacts. No one falls through the cracks.
Document Intelligence
Smart categorization and search-ready metadata keep critical files easy to find when your family needs them most.
Readiness Checklist
A practical checklist tracks what is complete and what is missing, so planning moves from intent to action.
Annual Review Automation
Built-in annual prompts help you review nominees, wills, and documents before life changes create risk.
How it works
From scattered to sorted in four steps.
Most people finish in two Sunday afternoons. No rigid timeline — move at your own pace, save and come back.
Step 1
Take the quiz
7 questions, 3 minutes, free. Discover the plan that fits your situation. No commitment.
Step 2
Document your assets
12 categories with guided input. Your family gets one organised source of truth instead of scattered papers.
Step 3
Draft your will
Hindu Succession Act 1956 templates with clear steps. Lawyer review recommended for complex estates.
Step 4
Brief your family
Conversation scripts and a one-page family briefing. Leave them prepared, not guessing.
Why families plan
Scenarios we've heard from early-access families
"My father passed suddenly. If everything had been in one place, we wouldn't have spent four months chasing bank statements, insurance papers, and a missing property file."
What an adult child told us about settling a parent's estate
"We kept saying we'd do it next month. Two years slipped by. We finally need a structure that nudges us through it without making it feel morbid."
What a couple in their forties told us about procrastinating on a will
"My parents are in Nagpur, I'm in Pune. I want to be set up as their helper so I can walk them through each screen on a video call."
What an adult child told us about supporting parents remotely
"As a single parent, I need the will builder to make me name a guardian for my daughter. That single decision is what's stopped me before."
What a single parent told us about why they'd start with the will
"We had no idea we had fourteen different accounts between us. We need one place to consolidate everything before we forget where it all is."
What a working couple told us about getting their finances visible
"I'm in my sixties. I don't love apps. The steps need to be plain enough that my son and I can do them on a video call."
What a parent told us about wanting the app to be senior-friendly
"I started with the wallet emergency card. Small step, but it was worth doing. I want a low-risk way to begin."
What a younger user told us about starting small"My father passed suddenly. If everything had been in one place, we wouldn't have spent four months chasing bank statements, insurance papers, and a missing property file."
What an adult child told us about settling a parent's estate"We kept saying we'd do it next month. Two years slipped by. We finally need a structure that nudges us through it without making it feel morbid."
What a couple in their forties told us about procrastinating on a will"My parents are in Nagpur, I'm in Pune. I want to be set up as their helper so I can walk them through each screen on a video call."
What an adult child told us about supporting parents remotely"As a single parent, I need the will builder to make me name a guardian for my daughter. That single decision is what's stopped me before."
What a single parent told us about why they'd start with the will"We had no idea we had fourteen different accounts between us. We need one place to consolidate everything before we forget where it all is."
What a working couple told us about getting their finances visible"I'm in my sixties. I don't love apps. The steps need to be plain enough that my son and I can do them on a video call."
What a parent told us about wanting the app to be senior-friendly"I started with the wallet emergency card. Small step, but it was worth doing. I want a low-risk way to begin."
What a younger user told us about starting smallFrequently asked questions
Honest answers
Is the will draft legally valid?
Our will builder generates a draft under the Hindu Succession Act 1956 (Hindus, Sikhs, Jains, Buddhists). Muslim Personal Law and Indian Succession Act 1925 (Christians, Parsis, civil marriage) flows are on our roadmap for Q3 2026. We always recommend a lawyer review before signing — particularly for immovable property, business interests, or overseas assets.
How secure is my data?
All traffic uses TLS in transit. Your password vault is encrypted on your device with AES-256-GCM (zero-knowledge — we cannot decrypt those entries even if we wanted to). Other account data is stored in Supabase Postgres with encryption at rest and role-based access. Optional authenticator-app (TOTP) two-factor authentication is available in Settings. Full detail on the Security page.
Can I start free?
Yes. Start with the free quiz and document up to 10 assets. Upgrade when you need more. No credit card required to begin.
What if I'm not sure what I need?
Take the free quiz: seven questions, three minutes. It recommends the right plan for your situation. No commitment required.
Can my family access this after I die?
You choose who has Family Access and when information is released. Trusted contacts and executors can receive access after our death-verification process (typically 48 hours after we receive the death certificate), according to your settings.
How often should I update my plan?
At least once a year, or immediately after major life events: marriage, a child, relocation, major asset changes, or a death in the family. Sort My Legacy nudges you annually.
Start today. Your family will thank you.
3 minutes to find out where you stand. Free to start. No credit card required. Cancel auto-renewal anytime.