Legacy Keeper
AI-powered estate planning platform for financial advisors and families
- Category
- SaaS & Productivity
- Launched
- June 15, 2026
- Stage
- Unknown
- Pricing
- freemium
- Founder
- Alex Mason
- Website
- legacykeeper.app
Legacy Keeper is an AI first estate planning platform that streamlines the entire estate planning workflow for financial advisors and families. The platform uses artificial intelligence to process uploaded estate documents such as wills, trusts, insurance policies, and account statements. It extracts key data points, organizes them into a structured format, and generates personalized insights and recommendations based on each client's unique estate goals and circumstances. Features include guided client intake, document data extraction and reconciliation, comprehensive estate reviews, data visualization, and downloadable PowerPoint reports for client meetings.
Discovered via