Currently in beta

Streamline Estate Planning Client Intake

Collect client intake and integrate with your existing tools, all in one place. Plus, give your clients access to our Life Archive, where they can securely store and share cherished memories.

Custom Intake Forms — Create, Send, and Track Smart Forms in One Place

Build forms from scratch or templates

Send automated reminders & follow ups

Capture, organize, & pass on intake data

Add custom firm branding and logos

client intake form UIcustom form builder

Estate Management — Do More With Client Estate Data

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Simplified estate plan overviews

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Trust fund tracking

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Export asset spreadsheets

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Notify all fiduciaries named in an estate plan

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Integrate with your legal tools

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Upload directly into the client portal

Matter estate info summary

The Life Archive - A Portal for Clients to Store Their Legacy

Documents & IDs

Money

Property

Legacy

Insurance

Estate Plan

Passwords

Photos & Videos

client portal

Coming soon

Integrate & Automate

Keepsake connects the dots between your fragmented CRM, drafting, and case management tools. Eliminate repetitive tasks and get your time back.

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How it Works

Keepsake combines intake, estate management, and client portal functionality with your existing legal tech-stack to create a fully optimized workflow tailored to your firm’s needs.

LEARN

We start by understanding your estate planning workflow from start to finish. Together, we'll identify how Keepsake can simplify and enhance your process.

BUILD

Keepsake integrates seamlessly with your favorite legal tools. We’ll work with you to build a customized, automated solution.

GROW

With your operations on autopilot, you can focus on what matters most—your clients. Keepsake evolves with your needs and tools, ensuring your estate plans always cover what’s most important.

Why Keepsake?

For Your Firm

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Manage client estate data in one place

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Connect your scattered legal tech stack

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Boost referrals with our client portal

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Ensure trusts are properly funded by clients

For Your Clients

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Simplify starting your estate plan

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View estate details online

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Keep loved ones in the loop

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Preserve family photos, traditions, and life stories