Everything your family will need, clear and accessible

Organize your accounts, access, investments, wishes, and documents so that, when you’re gone, your family finds everything without doubts or stress.

These are the types of assets included in our legacy capsules.

Finance

Accounts, investments

Do you have accounts or investments in and outside the country?
Help your family locate everything that belongs to you: accounts, crypto, funds, properties or shares. Avoid blocked money or lost assets due to lack of knowledge.

Bank accounts

Prevent your money from being forgotten in banks or inactive accounts.

Credit cards

Simplifies cancellation and balance control without complications.

Brokers / Securities

Easily locate your stocks and investments.

Funds, Pension plans, Unit-linked

Help your family claim what is rightfully theirs.

Cryptocurrencies, Exchanges and Wallets

If you don't leave it clear, it will be lost forever.

Alternative investments

Crowdfunding, gold, art, or digital real estate under control.

Startup participations / Private equity

Document your equity and avoid legal confusion.

Patents and Trademarks

Protect your intellectual property and its value.

Real estate

Identified and accessible homes, premises or land.

Vehicles

Clear ownership, no blocks or losses.

Debts and obligations

Transparent total to avoid conflicts.

Safety deposit boxes / cash

Locate deposits and contents with precision.

Access

Passwords and access

Your keys and access are the gateway to your digital life.
Leave your passwords, devices, and primary emails organized so your family can access them without obstacles or confusion when needed.

Password manager

Provide access to your main password manager and avoid lockouts.

Devices

Primary mail

The key to access your digital life.

Social networks

Control of your identity and digital legacy.

Subscriptions

Avoid automatic charges and forgotten services.

Cloud and backup

Documents and files critical to your life are always accessible.

Legal

Will, insurance

Your will, protected and accessible.
Store copies of your will, notarial powers, insurance, and key contracts so your heirs can act quickly, without legal gaps or uncertainty.

Will

Keep a secure and up-to-date copy of your will.

Powers of attorney

Record of the current powers of attorney and their holders.

Insurance

Avoid forgotten policies or unclaimed coverage.

Relevant contracts

Agreements, leases or holdings with legal value.

Emotional

Instructions, wishes

There are things money can’t solve.
Make clear how you want to be remembered, what you wish to happen, and the values you want to pass on. From your funeral wishes to the care of those who depend on you.

Funeral wishes

Avoid doubts and disagreements at a delicate moment.

Organs donation / medical directives

Make your personal decision clear.

Care of dependent persons

Detailed instructions for your dependent's well-being.

Pet care

Ensure that the one who always accompanied you remains protected.

Personal values and principles

What defines you, explained in your own words.

Unfulfilled dreams

Projects or goals that someone else could continue.

Knowledge

Guides, recipes

Your experience and learnings are also part of your legacy.
Leave guides, recipes, projects, or reflections so your loved ones understand your way of thinking and carry on what you started.

Life manual / Operation instructions

Explains how you manage your important things.

Family recipes / formulas

Preserve traditions and flavors that represent you.

List of ideas / projects to develop

Leave a record of the projects you haven't started yet.

Bibliography / recommended resources

Guidebooks, readings or sources that marked you.

Family history / Genealogy tree

Document family roots and connections for future generations.

Family traditions

Rituals, customs, and gestures that are worth preserving.

Objects

Jewelry, collectibles

Behind every object lies a story.
Ensure that jewelry, keepsakes, or collections end up in the right hands, with their symbolic and sentimental value intact.

Jewelry with history

Add context and destination to pieces with sentimental value.

Symbolic objects

Explain its meaning and who should receive it.

Collection

Catalog and value of your personal collections.

Physical family inheritance

Objects of legacy that require continuity.

Documents

Personal files

Certificates, contracts, important files.
Everything they’ll need to act quickly and without stress when the time comes. Encrypted, organized, and accessible.

Everything your family will need, clear and accessible

Organize your accounts, access, investments, wishes, and documents so that, when you’re gone, your family finds everything without doubts or stress.

These are the types of assets included in our legacy capsules.

More than organizing documents, it's leaving your legacy in order.

With Inheritans, every asset is designed so nothing important is lost, and your family can move forward with clarity and peace.