Financial Inventory
Document all 12 asset categories: bank accounts, investments, insurance, real estate, and more. Your family gets a clear picture, not scattered papers.
Free to start. No card required.
Your family could lose everything. Most Indian families do.
73% of Indians die without a plan. Banks hold ₹65,000 crore in unclaimed assets. It takes 3 minutes to find out where you stand.
Free to start • No credit card • Built for Indian law
The cost of doing nothing
Without a plan, your family pays the price.
Every year, Indian families lose crores to unclaimed bank accounts, unpaid insurance, 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- Nominees stay out of date.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 with Indian succession laws, asset types, and nominee rules. 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
Legally valid will with guided templates. Built for Indian succession law. No guesswork. Just clear steps.
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
Two-factor authentication, backup codes. Bank-grade security for your most sensitive data.
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
Two-factor authentication, backup codes. Bank-grade security for your most sensitive data.
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.
Your implementation journey
A simple flow with clear outcomes. Go as fast or as slow as you need.
From awareness to family readiness in four clear steps. No rigid timeline. Move at your own pace.
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 clarity instead of scattered papers.
Step 3
Create your will
Legally valid templates built for Indian succession law. Clear steps, no guesswork.
Step 4
Brief your family
Conversation scripts and family briefing. Leave them prepared, not guessing.
What families say
What families achieve with planning
"My father passed suddenly. When the family could access his Sort My Legacy plan, everything was there: bank statements, insurance, property papers. We got probate in four months. My mother still thanks him for putting it all in one place."
Rakesh M., 52, Mumbai
"We kept saying we'd do it next month. Two years slipped by. The free quiz finally got us moving. About twenty minutes, and we had a clear picture. I know where everything is now. My husband actually sleeps better."
Asha R., 44, Bengaluru
"I live in Pune; my parents are in Nagpur. I'm set up as their helper on Sort My Legacy, so I walked them through each screen on video. They finished over two weekends. They said it felt good to finally do it."
Neha P., 33, Pune
"I'm a single parent. The will builder made me name a guardian for my daughter, and that forced an honest conversation. I called my sister. She said yes. That talk alone was worth it."
Priya S., 38, Delhi
"My wife and I did it together one Sunday afternoon. We had no idea we had fourteen different accounts between us. It's all in our financial inventory now. Feels like the house is finally in order."
Vikram K., 47, Hyderabad
"I'm in my sixties. My son walked me through it on video call. I don't love apps, but the steps were plain enough. Now he knows where my pension papers and FD proofs are. We both breathe easier."
Meera L., 62, Chennai
"I started with the wallet emergency card. Downloaded the PDF the same day. My partner and my parents know I keep a copy in my phone case. Small step, but it was worth doing."
Ananya K., 28, Kochi"My father passed suddenly. When the family could access his Sort My Legacy plan, everything was there: bank statements, insurance, property papers. We got probate in four months. My mother still thanks him for putting it all in one place."
Rakesh M., 52, Mumbai"We kept saying we'd do it next month. Two years slipped by. The free quiz finally got us moving. About twenty minutes, and we had a clear picture. I know where everything is now. My husband actually sleeps better."
Asha R., 44, Bengaluru"I live in Pune; my parents are in Nagpur. I'm set up as their helper on Sort My Legacy, so I walked them through each screen on video. They finished over two weekends. They said it felt good to finally do it."
Neha P., 33, Pune"I'm a single parent. The will builder made me name a guardian for my daughter, and that forced an honest conversation. I called my sister. She said yes. That talk alone was worth it."
Priya S., 38, Delhi"My wife and I did it together one Sunday afternoon. We had no idea we had fourteen different accounts between us. It's all in our financial inventory now. Feels like the house is finally in order."
Vikram K., 47, Hyderabad"I'm in my sixties. My son walked me through it on video call. I don't love apps, but the steps were plain enough. Now he knows where my pension papers and FD proofs are. We both breathe easier."
Meera L., 62, Chennai"I started with the wallet emergency card. Downloaded the PDF the same day. My partner and my parents know I keep a copy in my phone case. Small step, but it was worth doing."
Ananya K., 28, KochiFrequently asked questions
Honest answers
Is this legally valid?
Yes. Our will builder produces drafts that follow Indian succession law. For complex estates, we recommend a lawyer review before signing.
How secure is my data?
Bank-grade encryption, strict access controls, and role-based permissions. Your password vault uses zero-knowledge encryption. We never see your passwords.
Can I start free?
Yes. Start with the free quiz and 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 verification process, according to your settings.
How often should I update my plan?
At least once a year, or immediately after major life events like marriage, children, relocation, major asset changes, or a death in the family.
Start today. Your family will thank you.
3 minutes to find out where you stand. Free to start. No credit card required. Join families who chose clarity over chaos.