Legacy Keeper launches to organize estate planning with AI agents

A new AI estate-planning platform is looking to stake a claim in what founder Alex Mason calls a gap in the Canadian market. The news: Victoria, BC-based Legacy Keeper , an AI-powered platform for financial advisors and families to organize estate planning documents, officially launched today. Its AI agent can process and compile wills, trusts, and insurance documents, then flag risk and suggest ways to minimize tax exposure in the event of a death.