Currently in beta
Streamline your 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
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
The Life Archive - A Portal for Clients to Store Their Legacy
Documents & IDs
Money
Property
Legacy
Insurance
Estate Plan
Passwords
Photos & Videos
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.
We start by understanding your estate planning workflow from start to finish. Together, we'll identify how Keepsake can simplify and enhance your process.
Keepsake integrates seamlessly with your favorite legal tools. We’ll work with you to build a customized, automated solution.
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
Manage client estate data in one place
Connect your scattered legal tech stack
Boost referrals with our client portal
Ensure trusts are properly funded by clients
For Your Clients
Simplify starting your estate plan
View estate details online
Keep loved ones in the loop
Preserve family photos, traditions, and life stories