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Keepsake is a software platform for estate planning law firms that combines client intake, estate data management, and a client portal into one workflow. It lets firms build branded intake forms, track trust funding, organize estate assets, notify fiduciaries, and integrate with existing legal tools.
Investors · 1
Frequently asked questions
- What does Keepsake do?
- Keepsake is a software platform for estate planning law firms that combines client intake, estate data management, and a client portal into one workflow. It lets firms build branded intake forms, track trust funding, organize estate assets, notify fiduciaries, and integrate with existing legal tools.
- Who are Keepsake's investors?
- Keepsake's investors include Irregular Expressions.