Keepsake provides a streamlined estate planning solution that integrates client intake forms and estate management tools into a single platform, enhancing workflow efficiency for attorneys. The client portal allows users to securely store and share essential documents and family legacies, addressing the need for organized and accessible estate planning resources.
Funding
Funding not disclosed
Founders
Product
Problem
Estate planning attorneys often struggle with inefficient client intake processes and fragmented workflows due to disparate systems for data collection, document management, and client communication. Clients lack a centralized, secure platform to organize and share essential estate planning documents and family legacy information.
Solution
Keepsake offers a unified estate planning platform that streamlines client intake, estate management, and legacy preservation. The platform provides customizable intake forms with automated reminders, enabling attorneys to efficiently collect and organize client data. Integrated estate management tools simplify estate plan overviews, trust fund tracking, and asset spreadsheet exports. A secure client portal, called the Life Archive, allows clients to store and share important documents, financial information, property details, and family memories, fostering stronger client relationships and ensuring comprehensive estate planning.
Target Audience
Keepsake is designed for estate planning attorneys and law firms seeking to improve workflow efficiency, enhance client communication, and provide a comprehensive estate planning experience.
Features
- Customizable intake forms with automated reminders and follow-ups
- Simplified estate plan overviews and trust fund tracking
- Secure client portal (Life Archive) for storing documents, financial information, and family memories
- Integration with existing legal tools and CRM systems
- Automated fiduciary notification
- Exportable asset spreadsheets
- Custom firm branding and logos