For Estate Planning & Elder Law Attorneys
The legal documents are yours. Helping clients organize everything around them is ours.
FinalKeepSake is not a law firm and never drafts legal documents — that stays squarely with you. What we do is help your clients organize the will’s location, the letters, the digital accounts, and the family instructions that never make it into a legal document but matter just as much.
What this partnership offers
- A complementary resource, not a competitor — we explicitly tell clients we don’t replace an attorney
- Clients arrive at your office more organized: documents gathered, wishes written down, family already looped in
- A thoughtful client gift or newsletter mention that reinforces your own thoroughness
How it works
- 1Apply below — takes about two minutes
- 2We send a partner kit: a one-pager explaining exactly where the line is between your work and ours
- 3Mention it however fits your practice — a newsletter note, a closing-meeting handout, a website link
FinalKeepSake is not a law firm, financial advisor, or medical provider, and this partnership does not constitute an endorsement or referral relationship beyond what’s described above.