Heriteo

Heriteo is a digital heritage management platform that helps families catalog their heirlooms and estate assets, plan inheritance distribution among heirs, and preserve the stories behind each item — all in one organized, private place.

Heriteo is an estate planning app and family heirloom inventory tool that transforms how families approach legacy preservation. The platform provides a structured, intuitive workflow covering every step of estate management: from photographing and cataloging objects to assigning them to heirs and capturing the memories attached to each piece. It is a practical alternative to spreadsheet-based inheritance planning and paper asset lists.

Key differentiators:

• End-to-end workflow from cataloging to heir distribution planning
• Story and emotional context capture alongside each asset
• Dynamic album collections with tag and room-based auto-filtering
• Heir intention tracking with conflict resolution tools
• Family collaboration with per-plan user limits
• Real-time updates across all family members via SSE
• Free during early access — no credit card required

Product Features

• Asset Catalog: Build a comprehensive digital inventory of family heirlooms and estate objects with photos, descriptions, tags, condition records, and valuations — the core of any estate inventory app
• Heir Intentions: Assign inheritance wishes to each asset — keep, gift to a specific heir, sell, or donate — with configurable decision strength; prevents inheritance disputes
• Stories & Legacy: Attach narratives to objects: personal memories, provenance, ownership history, and location stories to preserve family history alongside physical objects
• Albums: Curate photo collections manually or via dynamic filters (by tag and room) to group and share heritage assets
• Dashboard & Review: Track cataloging progress, review heir assignments, and identify coverage gaps across the entire estate
• Family Workspace: Invite family members, manage roles, and collaborate on the shared estate inventory

Target Markets

• Families Managing Heritage: Multi-generational families seeking an organized heirloom catalog and fair inheritance distribution plan
• Estate Executors & Planners: Attorneys, notaries, and financial advisors guiding clients through estate management and inheritance processes
• Individuals with Collections: Collectors of antiques, art, jewelry, or family memorabilia wanting a structured digital archive with valuation tracking

Marketing Materials

• Company Overview: Mission, vision, and team information
• Blog: Practical advice on estate planning, heritage preservation, and keeping family stories alive
• Pricing: Transparent monthly/yearly plans with per-plan limits; free early access available
• Contact: Direct access to the Heriteo team for inquiries and support

Optional

• Full LLMs Documentation: Extended product, audience, and use-case details for AI agents
• Privacy Policy: Data protection and user privacy commitments
• Terms of Service: Platform usage terms and conditions