Legacy Keeper streamlines the entire estate planning workflow — from client intake and document data extraction to data reconciliation and personalised insights. Empower your clients with the most comprehensive client estate data privacy policies.
Trusted by fiduciary advisors
Whether you’re a financial advisor guiding your client through an estate strategy or a family planning for the future, Legacy Keeper has you covered.
Elevate your practice with AI-powered estate planning strategies that save time, personalize insights, and deliver deeper client value.
Capture your clients' estate planning goals, legacy wishes, and family dynamics in a structured, shareable format.
Walk clients through a comprehensive estate planning questionnaire that extracts data from documents and covers every detail advisors need.
Upload estate documents and deliver comprehensive reviews with actionable insights in minutes.
Do a comprehensive review of client goals, relationships, tax, probate, insurance, trust, and corporate holdings in minutes instead of hours.
Receive tailored insights and actionable recommendations based on each client's unique estate goals and circumstances.
Generate beautiful visual reports of estate data — and download ready-to-present PowerPoint decks for client meetings.
Whether you're a financial advisor managing client estates or a family planning for the future, Legacy Keeper has you covered.
"Estate planning is one of the most underserved areas in wealth management, and it's where clients feel the most vulnerable. Advisors who can guide families through it meaningfully — not just hand them off to an attorney — build the kind of trust that defines multi-generational relationships. That's why I'm working with the Legacy Keeper team to help shape what this should look like for our industry."
SVP Tax & Estate Planning, Westgroup Financial Management
"Clients want a single, secure place where their estate information lives that centralizes all of the PDF, filing cabinets, and email threads. For advisors, being the trusted holder of that information is a real differentiator, but only if the security and compliance side is rock solid. That's been a core focus of my conversations with the Legacy Keeper team."
Wealth Advisor, LT Wealth Management Partners
Free trial. No hidden fees, cancel anytime.
Perfect for individuals that want to start organizing and collaborating with their family on their estate plan.
Guided estate planning intakeEstate Vault with user focused data proection policiesDocument upload,data extraction and storageAsset ProjectionsEstate checklistEstate collaborationBuilt for financial advisors who want to recommend and guide clients through estate strategies.
7 day free trialClient Management DashboardGuided client fact finderDocument upload with AI data extractionIndividual client estate data review and recommendationsData visualisation & reportsReport PowerPoint downloadTeam onboarding and trainingAutomated supportFor advisory firms and fintechs that want to integrate our estate planning capabilities into their own offering via API or MCP.
Access your client's estate data via APIUtilize AI functionality via MCP integrationTechnical integration support for $200/hrPremium email supportPremium phone supportVideo conference trainingTechnical referralsAnswer a few quick questions to see your potential savings.
Annual review volumes:
Whether you're a financial advisor looking to scale your practice or have questions about our platform, we'd love to hear from you.
Everything you need to know about Legacy Keeper.
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Legacy Keeper is an AI-first estate planning platform designed for financial advisors and families. It streamlines the entire estate planning workflow — from client intake and document data extraction to estate data reconciliation and personalised insights.
An AI-first company is an organization that embeds artificial intelligence as its core infrastructure, strategy, and operating model rather than treating it as an add-on tool like traditional SaaS software. AI-first estate planning leverages artificial intelligence to streamline and enhance the estate planning process.
Simply upload estate documents such as wills, trusts, insurance policies, or account statements. Our AI reads and extracts the key data points from each document, organising them into a structured format that’s ready for review and reconciliation.
Absolutely. We use bank-level encryption and rest service architecture for data in transit. All data and documents are store on AWS cloud infrastructure. We never sell your data to third parties.
Yes! Legacy Keeper offers a family-focused plan with guided estate planning forms, an estate checklist, asset projections, and collaboration tools so you can invite family members and advisors to work together on your plan.
Unlike traditional estate planning software that focuses mainly on document drafting, Legacy Keeper generates personalised insights and visual reports — saving advisors hours of manual work. We have the most protective data policies for families, and our platform is designed to facilitate collaboration between families and their advisors in one secure workspace.
Legacy Keeper supports wills, trusts, power of attorney documents, insurance policies, bank and brokerage statements, real estate deeds, beneficiary designations, and more.
Yes! Our Free plan is completely free and includes guided estate planning intake, basic document uploads, an estate checklist, and email support. Professional users pay to generate insights and reports for their clients
Yes. Professional plans include data visualisation and the ability to download fully formatted PowerPoint presentations — ready for your next client meeting.
