Legacy Keeper
Trusts And Estates
1 employees
- Employees
- 1
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Legacy Keeper Overview
- Website
- legacykeeper.app
- Industry
- Trusts And Estates
- Employees
- 1
- Founded
- 2024
- NAICS
-
Other Investment Pools and FundsOpen-End Investment FundsTrusts, Estates, and Agency Accounts
Keywords
About Legacy Keeper
Legacy Keeper uses the latest technology to guide families and their professional advisors through the estate planning, management, and execution process. Automate data entry with document intelligence, collaborate with loved ones and advisors, and gain insights into how to better plan estates through conversations, tax insights, and asset strategies.
Legacy Keeper Contact Details
- People in AeroLeads
- 1
- With contact data
- 1
- Email contacts
- 1
- 100.0% coverage
- Phone contacts
- 1
- 100.0% coverage
Legacy Keeper Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Alex M. | Former Lpl Financial Product, Strategy | Bellingham, Washington, United States |
Email
Phone
|
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