The modern, client-facing portal for your estate plans.
Make it 10x easier for your clients and their families locate and carry-out the details of their estate plans, legacy, and much more 🚀
Don't leave your clients scrambling
Ensure your clients have everything they need at their fingertips when the time comes to carry-out their estate plans and craft a legacy — all in the client portal.
Documents & IDs
Property
Insurance
Passwords
Photos & Videos
Money
Legacy
Estate Plan
Do more with your client data
Keepsake is not just a tool for your clients. Take advantage of a clean dashboard with rich features and powerful functionality from intake to final deliverable.
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Simplified estate plan overviews
🎯
Trust fund tracking
📊
Comprehensive asset spreadsheets
🤝
Notify all fiduciaries named in an estate plan
⚙️
Integrate with your legal tools
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Upload directly into the client portal
How it Works.
1
Create and send intake forms to your clients through a custom link associated with your firm.
2
Monitor progress in real time, send reminders, collaborate with staff, and integrate responses to your existing tools.
3
Upload completed estate plans directly into your client’s Keepsake portal that also covers 100+ important life topics.
4
Stand out from competitors, improve client retention, and generate more warm referrals as family members join.
For Your Firm
Offer more than a traditional estate plan
Stay connected with your clients for life
Automatically notify people named in an estate
Increase warm referrals
Cover all life details that need to be passed down
Help clients leave behind a lasting legacy
Simplify intake and send automated reminders
Integrate with other legal tools (coming soon)
Strengthen attorney-client relationships
For Your Clients
Unlock new levels of peace of mind
Organize scattered life information
View estate details in a simple format
Keep everyone in the loop
Easily control who sees what
Preserve family photos, traditions, and life stories
Share wishes, notes, and instructions
Reduce the burden on family
Access life information anytime, anywhere
Your security is our priority.
We understand the importance of keeping your clients’ personal information private and protected at all times. That’s why we go above and beyond to implement industry-leading security measures at Keepsake. We never see or sell your personal information. Ever.
Data Privacy
Secure Payment
2-Factor Authentication
Entry Locking
Controlled Access
Secure Connection
Personalized support, every step of the way.
Give us a call, send an email or schedule a product demo. We’re here to answer any of your questions, address any concerns, or walk you through how to make the most of Keepsake step by step.
Coming soon — Integrate with all your legal tools.
Eliminate repetitive processes by integrating with your CRM, drafting, and case management tools. Export client information such as asset inventories, contact lists, beneficiaries, and more. Integrations are coming soon!
