Estate planning involves many experts, not just document generation; that is why we developed the estate planning service directory. Families typically need help from professionals such as attorneys, accountants, appraisers, insurers, and funeral planners. When it’s time to settle an estate, additional specialists may be required.
Many families are unsure whom to contact, whom to trust, or which professionals are nearby. Often, they search online during an already stressful period.
Advisors and attorneys face a similar challenge: finding reliable specialists to recommend to their clients.
The Legacy Keeper Estate Planning Service Directory addresses both problems. The Estate Planning Service Directory gathers trusted professionals in one place, making estate plans easier to execute.
What Is the Estate Planning Service Directory?
The Estate Planning Service Directory is a carefully curated list of trusted professionals and companies, built directly into the Legacy Keeper dashboard. Users can find help without leaving the platform.
Each listing shows:
- Company name and logo
- Partner badge and service type
- Service description, including data transfer details
- Regions served (states/provinces)
- Audience served
- Integration type (e.g., manual introduction)
The Legacy Keeper team reviews and manages every listing. Listings are published only after administrator approval.
Built to Streamline Estate Strategy Execution
An estate plan works only when put into action—signing wills, funding trusts, and setting up policies.
Legacy Keeper does not provide these services in-house or steer advisors toward its own offerings. Advisors maintain full choice.
Instead, the Estate Planning Service Directory helps everyone move forward. Clients can carry out their plans with trusted partners, while professionals can work with partners they already know and trust.
Preferred Partners Eliminate Data Re-Entry
Each listing displays a badge—either Preferred Partner or Qualified Partner.
Preferred Partners have special agreements with Legacy Keeper to enable easy data transfer. A client’s estate information is sent directly to the partner, avoiding the need for data re-entry. This saves time, reduces errors, and speeds up the process.
The Legacy Keeper team also reviews Qualified Partners. Each listing explains how data is shared, so users know in advance if they’ll need to enter any information themselves.
Eleven Services That Cover the Whole Estate Journey
The Estate Planning Service Directory features eleven types of services that collectively cover every step from planning to settlement.
Planning ahead
- Attorneys
- Online will and trust
- Insurance
- Charitable giving
- Trust companies
Paperwork and valuation
- CPAs
- Appraisal
- Online notarization
When the time comes
- Estate settlement
- Funeral planning
Everything you need is in one place, with support available at every stage.
Personalized for Families and Professionals
Legacy Keeper shows services tailored to each user’s needs and role.
Individuals and families see services for planning their own estates. Advisors, attorneys, and other professionals see services designed for their clients.
Everyone sees what matters to them, with no clutter.
Find the Right Fit in Seconds
You can filter by service type, like attorneys, or by location to find professionals who serve places like Ontario or Texas.
The Estate Planning Service Directory is available in both Canada and the United States, with separate versions for each country.
Introductions Made for You
This is what makes the Estate Planning Service Directory different from a regular search engine.
Users don’t have to call strangers. Instead, they can click ‘Request details’ to ask for an introduction.
Legacy Keeper keeps each professional’s direct email and phone number private. This helps protect partners from spam and ensures every contact is a warm, personal introduction.
Depending on the partner, one of two things will happen:
- Personal introduction. The Legacy Keeper team gets a notification and connects both sides.
- Direct start: The user is sent straight to the partner’s website to get started right away.
Afterward, users see a clear message: “Your introduction request has been submitted. We’ll be in touch!”
Built for Advisors and Attorneys Serving Clients
Professionals can also request introductions for their clients.
They simply select the client from their list, and Legacy Keeper fills in the client’s details automatically. There’s no need to retype anything, so mistakes are avoided.
An advisor can connect a client with an attorney, CPA, and appraiser—all from one dashboard. This puts the advisor at the center of the client’s support team and helps keep the family’s plan on track.
Trust, Privacy and Quality Built In
The Estate Planning Service Directory is curated, not open to everyone. Legacy Keeper administrators add and approve each listing, and can remove or reject listings at any time.
Privacy comes first. Personal details are never stored in system logs. If a user deletes their account, all introduction requests and personal data are deleted as well.
No lost requests. Legacy Keeper keeps a history of every introduction request so that the team can follow up personally.
Clear expectations: The Estate Planning Service Directory page starts with a disclaimer that explains how listings and introductions work.
From Organizing Your Legacy to Executing It
Legacy Keeper started as a way to organize your legacy. With the Estate Planning Service Directory, it’s also a place to put your plans into action—with partners you choose and data that follows you.
Families: Get trusted help without any guesswork.
Advisors and attorneys: Build your client’s support team all from one dashboard.
Service providers: Want to be listed? Email amason@legacykeeper.app
Frequently Asked Questions
What is an Estate Planning Service Directory? An Estate Planning Service Directory is a curated list of professionals who help families plan and settle an estate. The Legacy Keeper Estate Planning Service Directory includes attorneys, CPAs, appraisers, insurers, trust companies, funeral planners, and more, all inside the Legacy Keeper dashboard.
How does Legacy Keeper vet the professionals in the directory? The Legacy Keeper team reviews every listing. Nothing appears until an administrator publishes it, and listings can be unpublished at any time.
What is the difference between a preferred and a qualified partner? Preferred partners have agreements with Legacy Keeper for simplified data transfer, so clients and advisors don’t re-enter data. Legacy Keeper reviews qualified partners, and each listing explains how data moves.
Does Legacy Keeper provide legal, trust, or insurance services? No. Legacy Keeper does not offer these services in-house or require advisors to use any provider. The Estate Planning Service Directory connects clients and professionals with independent partners to execute the estate strategy.
Why can’t I see a professional’s phone number or email? Legacy Keeper hides direct contact details to protect professionals from spam. You request an introduction instead. Legacy Keeper either connects you personally or sends you to the partner’s own site.
Can a financial advisor request an introduction for a client? Yes. Advisors and attorneys pick a client from their existing client list, and the client’s details fill in automatically.
Does the directory work in Canada and the United States? Yes. You can filter by any state or province. Canada and the U.S. each have their own regional deployment.
