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.