More organized conversations
Clients can collect photographs, descriptions, locations, and supporting records before discussing meaningful personal property with your firm.
Keepsaker for Estate-Planning Attorneys
For estate-planning attorneys & professionals
Help clients preserve the stories behind their estate.
You help clients plan for the future. Keepsaker helps them document the meaningful belongings, family stories, and personal wishes that bring that plan to life.
A practical companion to the legal work you do—and a thoughtful resource to introduce to the families you serve.
The personal side of planning
The belongings matter. Their stories matter, too.
A ring may have a value on paper. To a family, it may also hold three generations of memories. Keepsaker gives clients a place to photograph that ring, record its history, organize its details, and note who they hope will care for it next.
More family context
Preserve who an item belonged to, how it became part of the family, and why it matters—details that can be difficult to recreate later.
A useful next step
Give clients a manageable project between appointments: start with one meaningful belonging and build their records over time.
Built around meaningful belongings
Practical details. Personal meaning.
Clients can document Keepsakes with photos, descriptions, stories, estimated values, locations, receipts, and appraisals. Vaults help organize related items, while Future Keepers record intended recipients for discussion.
Estate Information provides a place for professional contacts and document locations. Reports and sharing features help put organized records to use; availability varies by plan.
Explore Keepsaker features →A familiar conversation
“Which ring did Mom mean?”
A photo identifies the ring. A story explains why it matters. A note about a Future Keeper gives the family context for a conversation with their attorney.
Keepsaker helps preserve those details. Your firm determines how a client’s wishes should be reflected in their legal estate plan.
Start with your firm
A simple way to introduce Keepsaker
Request a demonstration
See how clients document belongings, preserve family stories, and organize information alongside their estate planning.
Start with a few clients
Introduce the app to clients who are organizing heirlooms, collections, or sentimental belongings. Encourage them to begin with their most meaningful items.
Discuss your firm’s needs
Tell us how you would like to introduce Keepsaker. We can discuss client education, a small pilot, or firm-sponsored access.
Attorney partnership inquiries
Let’s talk about the families you serve.
Interested in a demonstration or exploring a partnership? Email us with your name, firm, website, and what you would like to discuss.
Prefer a form? Contact Keepsaker or email support@mykeepsaker.com.
Questions from estate-planning professionals
Does Keepsaker replace a will, trust, or personal property memorandum?
No. Keepsaker is an organizational and storytelling tool. Its records do not replace legal documents, and updates in the app do not amend a will or trust.
Is naming a Future Keeper a legally binding gift?
No. A Future Keeper records an intended recipient within the app. Clients should discuss their wishes with their attorney and use the appropriate legal documents.
How can clients get started?
Clients can download Keepsaker and begin with one meaningful item. Ask them to add a photograph, the item’s story, its location, and any supporting details they already have.
Can we explore a pilot or client gift?
Yes—contact us to discuss a pilot or firm-sponsored access. We will work through your needs and confirm any arrangements before your firm introduces an offer to clients.
Keepsaker does not provide legal advice or determine inheritance rights. Clients should review their wishes and any records they plan to rely on with their estate-planning attorney. App features and limits vary by plan. View plans.
