For Financial Advisors & Wealth Managers
You organize the money. We help organize everything else.
Your clients trust you with their financial legacy. FinalKeepSake helps them organize the human side alongside it — final wishes, letters to family, and a private place documents live so the people they love aren’t searching for answers later.
What this partnership offers
- A natural complement to any legacy or estate-planning conversation you already have with clients
- Not a competing financial product — no accounts, no assets under management, nothing that touches your relationship
- A meaningful client-appreciation resource that reflects well on your own planning process
How it works
- 1Apply below — takes about two minutes
- 2We send a partner kit: a short client-facing explainer you can share as-is
- 3Offer it during annual reviews or legacy-planning conversations
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.