Estateably vs. Legacy Keeper

Estateably

5 Reviews and Ratings

Legacy Keeper

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Estateably	Score8.5 out of 10	N/A	Estateably is an estate planning software solution designed to increase the user's operational efficiencies by automating repetitive tasks, increasing collaboration between internal and external parties, embedding workflows and tracking activities on a tamper-proof audit log.	$69 per month
Legacy Keeper	N/A	N/A	Legacy Keeper is an Estate Planning App for families to work more closely with loved ones and professional advisors. It helps users to prepare for life events by securely centralizing and sharing estate planning documents, contacts, and digital accounts on the Legacy Keeper Estate Planning App. The app is built around an estate planning checklist with high and low-priority items. By providing access as needed to one's spouse, children, executor, estate planning lawyer, financial advisor, tax…	$40 per year

Pricing

Estateably

Legacy Keeper

Core: $69
per month per file
Advanced: $125
per month per file
Enterprise: Contact Sales
Essentials: pay-per-use

Starter: $0
Premium: $40
per year
Concierge: $400
per year

Pricing Offerings
Estateably	Legacy Keeper
Free Trial
No	No
Free/Freemium Version
No	Yes
Premium Consulting/Integration Services
No	Yes

No setup fee

No setup fee

Add-ons: $129 / Probate $99 / Estate Accounting (probate add-on) $179 / Estate Accounting $198 / Trust Accounting $198 / PoA Accounting

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User Ratings
	Estateably	Legacy Keeper
Likelihood to Recommend	9.0 (1 ratings)	- (0 ratings)

User Testimonials
	Estateably	Legacy Keeper
Likelihood to Recommend	Estateably Overall, I highly recommend this estate planning platform for anyone looking to create and manage their estate plan. It was a convenient, user-friendly and secure way for me to take care of my family's future. I would recommend it to any professional that is interested getting support with the generation and management of Estate Planning documents. Incentivized Verified User Read full review	Legacy Keeper No answers on this topic
Pros	Estateably Minimizing taxes and administrative costs associated with the transfer of assets Protecting assets from creditors and potential legal challenges Simple interface and ease of use Incentivized Verified User Read full review	Legacy Keeper No answers on this topic
Cons	Estateably Some features could be simplified. I.e. removing the need to use financial advisors or attorneys to assist with estate planning process. Cover a wider range of estate planning topics Incentivized Verified User Read full review	Legacy Keeper No answers on this topic
Alternatives Considered	Estateably I recently used an estate planning platform and was impressed with its ease of use and comprehensive features. The platform provided a wide range of legal documents, including wills, trusts, and power of attorney forms, which I was able to customize to fit my specific needs. The user interface was intuitive and straightforward, making it easy to navigate and complete the necessary paperwork. The platform also offered a wealth of resources, including articles and videos, to help me understand the legal and financial aspects of estate planning. This was particularly helpful as I am not an expert in this area. Incentivized Verified User Read full review	Legacy Keeper No answers on this topic
Return on Investment	Estateably Increase the efficiency of the Estate Planning process Guarantee the correct management of digital documents, including the validations process Expected reduction on taxes Incentivized Verified User Read full review	Legacy Keeper No answers on this topic
ScreenShots		Legacy Keeper Screenshots