Legacy Keeper

Legacy Keeper offers an estate planning application that enables users to organize and share estate-related information through guided forms and document intelligence. The platform features tools for forecasting asset values, estimating taxes, and connecting users with legal and tax professionals for customized support.

• Location: Victoria, British Columbia, Canada
• Founded: 2024-01-01
• Website: https://legacykeeper.app

Product & Features

• AI-powered workflow streamlines estate planning, managing client intake, data extraction, and reconciliation.
• Automates data extraction from uploaded estate documents like wills, trusts, and insurance policies.
• Generates personalized insights and actionable recommendations for clients based on their unique goals.
• Creates visual estate data reports and ready-to-present PowerPoint decks for client meetings.
• Provides a secure Estate Vault for document storage and facilitates collaboration between families and advisors.
• Conducts comprehensive reviews of client goals, relationships, holdings, tax, and probate details.
• Ensures robust client data privacy and bank-level encryption for all stored information.

Notable Customers

• Brad Hyde
• Terry Wright
• Nicholas Kelley, J.D
• Colmina

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