Legacy Keeper launches to organize estate planning with AI agents | BetaKit
Summary
Legacy Keeper has launched an AI-powered estate-planning platform in Victoria, BC. The product helps financial advisors and families organize wills, trusts, and insurance documents, then flags risks and suggests ways to reduce tax exposure. The company is selling monthly plans to advisors and also offers a free account for families. The launch targets an underserved Canadian market and adds competition in digital estate planning, especially as aging populations increase demand for these tools.
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