₹78,000+ crore lies unclaimed in India. Families lose wealth every day to poor documentation, missing nominees, and forgotten accounts. Lineage fixes that — one platform to track, protect, and transferwealth across generations.
See where the family stands — net worth, tax gaps, unclaimed money, succession readiness. Assessments and estimates you can act on.
Run every client's family wealth from one place — assessments, documents and succession. You deliver the advice and filing; Lineage does the groundwork.
A family's financial life is deeply private. Lineage is built around that — in plain terms, here's what that means for you.
We store your records encrypted. We can't read them — only your family can. Not Lineage's team, not anyone else, until you choose to share.
Inviting a CA or advisor is an explicit consent step — you choose exactly what to share, and you sign off on it. Nothing leaves your family without that nod.
Take back access from a partner whenever you want. One tap and they're out — future access cut off straight away. The grant is logged so the record is clean.
A family platform means recovery is shared across members — no single person is the point of failure. Lose your phone, not your data.
For CAs & advisors: client data stays the client's. You get scoped, revocable access with a clean audit trail — protecting both your client and your practice.
See it in 2 minutes
A short walkthrough of how families use Lineage to track wealth, document succession, and never lose another nominee.
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Bank balances move, nominations never get recorded, mutual-fund accounts get forgotten, insurance policies lapse, properties end up in legal limbo. The Reserve Bank of India estimates that more than ₹78,000 crore sits unclaimed in financial institutions — not because it doesn't have heirs, but because the heirs don't know it exists.
We built Lineage so this stops happening to your family.
Every bank account, holding, policy, and document — across every family member, in one encrypted place.
Two-tier encryption, India-resident storage, nominees and beneficiaries kept current. Data exports always available to you.
Digital will drafts, signed-will uploads, life-ledger to capture intentions that don't fit a legal document.
Tax simulators during the year, tax-return drafting after. Hand off to an auditor from the marketplace when a question outgrows software.
70% of Indian families have no documented succession plan. ₹1.2 lakh crore is locked in active succession disputes. Average time to settle an estate case in Indian courts: 15+ years. Don't let your family be another data point.
Read our succession planning guide →Estate planning, succession, and nominee management (making sure every account names who inherits it) — areas no other platform serves. Built for Indian families who want to protect their legacy.
in unclaimed bank deposits alone
Nominee Matrix tracks every account so nothing slips through the cracks
property & succession cases in Indian courts
Digital Will creates clear, documented succession plans your family can trust
families left unaware after an unexpected loss
Life Ledger ensures your loved ones are automatically informed and guided
Every feature is built to close the gaps that leave Indian families vulnerable
Create encrypted, legally-valid digital wills. Define beneficiaries, asset distribution, and release conditions.
Track nominee status across ALL accounts. Identify gaps. Ensure 100% coverage for your estate.
Inactivity protocol that notifies loved ones and releases documents. Never leave assets unclaimed.
Add unlimited family members with role-based access. Track wealth across generations.
Securely link bank accounts, mutual funds, demat accounts via RBI-approved AA framework.
See your family's complete net worth with asset allocation and growth tracking.
Grant read-only access to your auditor or wealth manager. Scoped permissions, full audit trail.
Securely store important documents, passwords, and sensitive information for succession.
The good news?
It takes just 3 minutes to audit your nominees and start protecting your family
Start free, upgrade when your family needs more.
Perfect for getting started