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Legacy Keeper
AI-powered estate planning platform for advisors and families
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Jun 16, 2026
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Legacy Keeper Launches AI Agentic Workflow for Canadian Estate Planning
AI Agentic WorkflowJun 16, 20261 min
Legacy Keeper Launches AI Agentic Workflow for Canadian Estate Planning
Alex Mason at Legacy Keeper is tackling a fundamental friction point in the Canadian financial landscape: the complexity of estate planning and the financial impact of the 'deemed disposition' rule. By deployi...
↗ Legacy Keeper leverages AI agents to automate the auditing of tax risks and legal documents, addressing a specific Canadian regulatory hurdle (deemed disposition).