Legacy Keeper
Company

Legacy Keeper

Trusts And Estates 1 employees
Employees
1
Contacts
1
Emails
1
Phones
1

Legacy Keeper Overview

Industry
Trusts And Estates
Employees
1
Founded
2024
NAICS
Other Investment Pools and Funds
Open-End Investment Funds
Trusts, 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 Contact
Alex M. Former Lpl Financial Product, Strategy
Email Phone

Compare Similar Companies to Legacy Keeper