Help your clients protect
what they’ve built.
Legacy Keeper gives estate professionals a dedicated workspace to coordinate documents, assets, and beneficiaries with their clients — before it’s an emergency.
Request Early AccessA workspace built for your practice
Stop chasing documents. Start coordinating with clients in a shared, secure environment.
Step 01
Refer a client
Share a referral link or invite clients directly to their Legacy Keeper vault.
Step 02
Access what you need
Your professional workspace shows client documents, assets, and beneficiaries — no email chains.
Step 03
Stay coordinated
Get notified when clients update their plan. Always work from current information.
Built for your profession
Every professional role works differently. Legacy Keeper adapts to how you serve clients.
Estate Attorneys
Store and access client estate documents in a secure, shared workspace. Review the latest will, trust, or directive without chasing down files.
Financial Advisors
See the full asset picture your clients want you to see. Coordinate beneficiary designations and track estate plan changes in real time.
Funeral Directors
End-of-life document handoff doesn’t have to be chaotic. Legacy Keeper ensures the right documents reach the right hands at the right time.
Refer clients. Earn credit.
When your clients join Legacy Keeper through your referral link, you earn account credit toward your professional workspace subscription. The more clients you bring on, the more value you unlock.
Join as an Early Access Partner
We’re onboarding a limited cohort before our public launch. No commitment required.
You’re on the list.
Thanks for applying to the Legacy Keeper Professional Partner Program.
We’ll review your application and follow up within 2 business days.
What happens next
- 1 We review your application and verify your professional role.
- 2 You’ll receive a welcome email with your partner workspace link.
- 3 Start referring clients and earning credit toward your subscription.