Automate your estate planning workflow
Keepsake is the only estate planning tool built for you and your clients. Manage estate information in one place and give clients much more than legal documents with Keepsake's client portal.
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
The Client Portal — Help Clients Store Their Own Estate Information
Documents & IDs
Money
Property
Legacy
Insurance
Estate Plan
Passwords
Photos & Videos
Estate Management — Do More With Client Estate Data
🔍
Simplified estate plan overviews
🎯
Trust fund tracking
📊
Export asset spreadsheets
🤝
Notify all fiduciaries named in an estate plan
⚙️
Integrate with your legal tools
📤
Upload directly into the client portal
How it works
We combine Keepsake’s intake, estate management, and client portal solution with your current legal tech-stack to create an optimized workflow tailored 100% to your firm’s needs — all without you lifting a finger.
We learn about your current estate planning workflow from start to finish and identify where Keepsake’s estate management product can help.
We combine the power of Keepsake with the other legal tools you know and love. We can build this automated solution for you (no extra charge), or if you’re already an automation wizard, you can integrate your legal tools with Keepsake yourself in our integrations hub.
Congratulations! By now, your back-office operations are on autopilot, and your estate plans cover much more than money and property. It’s time to focus on your clients. As your needs or tools change, Keepsake will adapt to your workflow.
Why Keepsake?
For Your Firm
Offer more than a traditional estate plan
Manage client estate data in one place
Connect your scattered legal tech stack
Increase warm referrals from the client portal
Cover all life details that need to be passed down
Ensure trusts are properly funded by clients
For Your Clients
View estate details in a visual format
Simplify carrying out the estate plan
Organize scattered life information
Keep loved ones in the loop
Easily manage portal access and who sees what
Preserve family photos, traditions, and life stories