Leave Memories, Not Mysteries.
Organize, store and share your legacy with EstateKeeper®.
EstateKeeper® is a complimentary client tool designed to give you and your loved ones peace of mind by providing a one-stop shop for all your estate planning documents and wishes. With EstateKeeper®, you can securely store essential items such as Wills, Power of Attorney instructions, insurance policies, personal messages, and financial plans—ensuring that everything your family and executor need to finalize your estate is organized and easily accessible when it matters most.
How does it work?
EstateKeeper® is a simple drag and drop program with the ability to create folders and file structure. The platform offers the ability to share resources stored in EstateKeeper® with your team of advisors at Stark & Marsh.
How secure is it?
Every document or file that passes through EstateKeeper® is secured with bank-grade encryption. The platform utilizes the latest in security protocols and processes to ensure privacy and data security for your information when it’s stored and when it’s being shared.
How can I get access?
Contact your Stark & Marsh advisor today to get started. Our team will set up your portal and provide detailed, step-by-step guidance on how to activate and navigate it effectively.
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EstateKeeper® is a registered trademark of TriCert Investment Counsel.