Managing an inheritance involves countless tasks, documents, and decisions. WindfallOS organizes it all so nothing falls through the cracks.
Critical steps and immediate actions you need to take, organized by priority.
AI-powered task lists that adapt to your specific situation and timeline.
Store and organize all important documents with bank-level encryption.
Securely share access with your attorney, CPA, or financial advisor.
Get started in minutes. Our guided onboarding creates a personalized plan for your situation.
Answer a few questions about your inheritance to help us understand your needs.
Receive a customized checklist of tasks, deadlines, and recommendations.
Work through tasks at your own pace with guidance every step of the way.
Your sensitive information deserves the highest protection. WindfallOS uses AES-256 encryption, secure authentication, and follows industry best practices to keep your data safe.
Documents encrypted before they leave your device
Optional 2FA for additional account protection
Enterprise-grade security infrastructure