Legacy Keeper

What it does

Legacy Keeper is an AI-first estate planning platform that streamlines the entire estate planning workflow for financial advisors and families. The platform uses artificial intelligence to process uploaded estate documents such as wills, trusts, insurance policies, and account statements. It extracts key data points, organizes them into a structured format, and generates personalized insights and recommendations based on each client's unique estate goals and circumstances. Features include guided client intake, document data extraction and reconciliation, comprehensive estate reviews, data visualization, and downloadable PowerPoint reports for client meetings.

Who it is for

Legacy Keeper is designed for two primary user groups: financial professionals and families. For financial advisors, it aims to elevate their practice by saving time on manual estate planning tasks and delivering deeper client value through AI-powered insights. For families, the platform offers a free plan with guided estate planning forms, an estate vault with data protection policies, document upload and storage, asset projections, an estate checklist, and collaboration tools to work with family members and advisors.

Why it matters

Estate planning is often an underserved area in wealth management, yet it is where clients feel most vulnerable. Advisors who can guide families through the process meaningfully build trust that defines multi-generational relationships. Legacy Keeper addresses the complexity of estate planning by automating data extraction and reconciliation, flagging risks, and suggesting ways to minimize tax exposure. It also helps advisors keep up with shifting estate and tax rules at scale without losing the personal touch. The platform claims to save advisors over 2 hours per client and offers a 100% satisfaction guarantee.

Launch signal

Legacy Keeper is currently live with a website offering a free trial for its Professional plan at $100/month/seat, as well as a free plan for families. The platform is trusted by fiduciary advisors and has testimonials from industry professionals such as Brad Hyde (SVP Tax & Estate Planning, Westgroup Financial Management), Terry Wright (Wealth Advisor, LT Wealth Management Partners), and Nicholas Kelley, J.D. (Head of Product, Worthy). The company also offers an API/MCP plan for advisory firms and fintechs to integrate estate planning capabilities into their own offerings.

Brand and naming

The name "Legacy Keeper" clearly communicates the platform's focus on preserving and managing a client's legacy through estate planning. It is memorable and evokes trust and responsibility. The brand positions itself as an AI-first solution that goes beyond traditional document drafting tools by providing personalized insights and visual reports. The tagline "Help Protect What Matters Most To Your Clients — Their Family’s Legacy" reinforces the emotional value proposition.