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The Formal Engagement

Legacy Intelligence
Engagement Agreement

This Agreement establishes the relationship between Keepentry and you. It defines our mutual responsibilities, confidentiality commitments, service scope, and the standards governing the preservation of your legacy.

01

Purpose of the Engagement

Why Keepentry exists, and what Legacy Intelligence sets out to preserve for generations to come.

Keepentry exists to ensure that the knowledge, values, and judgment that define a person and a family are never lost to time. We were founded on a single conviction: that a legacy is not measured by what is left behind, but by what is faithfully passed forward.

Legacy Intelligence is the disciplined practice of capturing, structuring, and preserving the intellectual and personal inheritance of an individual or family — so that future generations inherit not only assets, but wisdom.

The purpose of this engagement is to support:

  • Long-term preservation — safeguarding your story and intelligence with permanence in mind.
  • Family continuity — ensuring that values and judgment carry across generations.
  • Knowledge transfer — translating tacit understanding into a structured, accessible form.
  • Historical preservation — protecting the record of who you are and what you built.
Our Commitment

This is a relationship of stewardship. We treat your legacy with the permanence, discretion, and care of a private family office.

02

Scope of Services

The full set of services Keepentry provides under the Legacy Intelligence engagement.

Keepentry will provide the following services, tailored to the depth and structure of your engagement:

Legacy Interviews

Guided, recorded conversations that surface your story.

Founder Intelligence Capture

The judgment and instincts behind your decisions.

Ethical Will Creation

Documenting the values you wish to pass on.

Digital Vault

Encrypted, permanent storage of your archive.

Video Archive

High-fidelity recordings, indexed and preserved.

Family Governance Docs

Frameworks for shared decisions and continuity.

Knowledge Structuring

Organizing your intelligence into a usable form.

Succession Planning Support

Guidance for transferring leadership and legacy.

The specific services included in your engagement are confirmed in your Engagement Schedule, which accompanies this Agreement.

03

Client Responsibilities

What we ask of you, so that your legacy is captured accurately and completely.

To preserve your legacy faithfully, we rely on your partnership. You agree to:

  • Provide truthful information — sharing accurate accounts to the best of your knowledge.
  • Cooperate in a timely manner — attending sessions and responding to requests within reasonable timeframes.
  • Approve submitted content — reviewing and confirming materials before they are finalized into your archive.
  • Confirm ownership of uploaded materials — ensuring you hold the rights to documents, images, and recordings you provide.
  • Keep account credentials secure — protecting access to your Digital Vault and notifying us of any suspected compromise.
04

Keepentry Responsibilities

The standard of care, discretion, and craftsmanship we commit to in return.

Keepentry commits to upholding the following obligations throughout the engagement:

  • Professional handling — managing your materials with diligence and craftsmanship.
  • Confidentiality — protecting your information as described in Section 05.
  • Secure storage — maintaining your archive within an encrypted, access-controlled environment.
  • Data preservation — safeguarding the integrity and longevity of your records.
  • Accurate documentation — representing your story faithfully and without distortion.
  • Ethical conduct — acting at all times in your interest and with discretion.
  • Reasonable support — providing responsive, attentive assistance throughout your engagement.
05

Confidentiality

The cornerstone of our relationship — your information stays yours, always.

Confidentiality is not a clause to us — it is the foundation on which this entire engagement rests. You share the most personal dimensions of your life with us, and we treat that trust as sacred.

Our Confidentiality Commitment

All information you share with Keepentry remains strictly confidential. It is never sold, never shared for commercial purposes, and never disclosed beyond those authorized to deliver your engagement.

  • All information remains confidential — by default and without exception.
  • Information is never sold — your legacy is never a commercial asset to us.
  • Controlled access only — disclosure is limited to your explicit authorizations.
  • Confidential interviews — your recorded conversations are private to your engagement.
  • Restricted internal access — only personnel essential to your work may access your materials.
  • Secure handling procedures — every interaction follows defined confidentiality protocols.
06

Intellectual Property

You own your legacy. We own only the platform that helps preserve it.

The line of ownership is clear and unambiguous. Your story belongs to you and your family — permanently.

You retain ownership of

  • Your stories
  • Your recordings
  • Your documents
  • Your images
  • Your personal history
  • Your family archives

Keepentry owns only

  • The software
  • The platform
  • The framework
  • The methodology
  • The interface

Nothing in this Agreement transfers ownership of your personal content to Keepentry. We are the custodians of your legacy — never its owners.

07

Data Security

The journey every piece of your legacy takes — from upload to long-term preservation.

Your legacy is protected by enterprise-grade security at every stage. Each item you entrust to us follows a deliberate, hardened path:

1

Client Upload

You submit materials through a secure, authenticated channel.

2

Encryption

Data is encrypted in transit and at rest using industry-standard protocols.

3

Secure Storage

Materials are held in an access-controlled, monitored environment.

4

Redundant Backup

Multiple geographically separated copies guard against loss.

5

Authorized Access

Only authenticated, permitted individuals may retrieve your records.

6

Long-term Preservation

Your archive is maintained for permanence across generations.

Our security framework includes:

  • Encryption — protecting data in transit and at rest.
  • Access controls — restricting who can view and retrieve materials.
  • Backups — redundant, resilient copies of your archive.
  • Audit logs — recording access and activity for accountability.
  • Authentication — verifying the identity of every authorized user.
08

AI & Legacy Intelligence

How intelligent tools assist your engagement — and the firm limits we place on them.

Keepentry uses artificial intelligence as a tool in service of your legacy — never as a substitute for human judgment, and never as an owner of your story. AI assists with:

  • Organization — arranging materials into a coherent structure.
  • Transcription — converting recordings into searchable text.
  • Indexing — making your archive navigable and discoverable.
  • Search — helping you and your family find what matters.
  • Summarization — distilling long records into accessible overviews.
Clear Limits on AI

AI never becomes the owner of client information. No client data is used for public AI training without your explicit consent. Your legacy is never absorbed into systems beyond your control.

09

Privacy

How we handle, process, retain, and protect your personal information.

We treat your privacy with the same seriousness as your confidentiality. This section summarizes our approach; full detail is provided in our Privacy Policy and Data Protection Policy.

  • Personal Information — we collect only what is necessary to deliver your engagement.
  • Data handling — your information is managed under defined, secure procedures.
  • Processing — data is processed solely for the purposes of your engagement.
  • Retention — your archive is retained for the long-term preservation you have entrusted to us.
  • User rights — you retain rights to access, correct, and direct the handling of your information.
10

Fees & Payments

Transparent terms for your engagement fee, schedule, and renewals.

The financial terms of your engagement are set out in your Engagement Schedule. In summary:

  • Engagement fee — the agreed amount for the services in your scope, as itemized in your Schedule.
  • Payment schedule — fees are payable according to the milestones or installments stated in your Schedule.
  • Taxes — fees are exclusive of applicable taxes, which are added where required by law.
  • Renewal — where ongoing preservation or services apply, renewal terms are confirmed in advance.
  • Refund policy — refunds, where applicable, follow the terms specified in your Engagement Schedule.
11

Amendments

How this Agreement may be updated, and how you'll be notified.

From time to time, this Agreement may be updated to reflect improvements to our service, changes in law, or refinements to our practices.

  • Agreement Version — every version is numbered so you always know which terms apply. Current version: v2.4.
  • Last Updated — each revision records the date it took effect.
  • Notification Process — material changes are communicated to you in advance, with the opportunity to review them.

Continued use of your engagement following notice of an amendment constitutes acceptance of the updated terms, unless you indicate otherwise.

12

Termination

How either party may end the engagement, and what happens to your archive.

Client termination

You may terminate this engagement at any time, in accordance with the notice terms in your Engagement Schedule. Your legacy remains yours.

Keepentry termination

Keepentry may conclude an engagement where obligations cannot reasonably be fulfilled, or where required by law, always with appropriate notice and care.

Data handling after termination

Upon termination, you may request export or transfer of your materials. We handle your data responsibly through any transition.

Archive retention

Where you have engaged us for long-term preservation, your archive may be retained for that purpose as agreed, or securely released to you on request.

13

Limitation of Liability

A fair and readable statement of the limits of our responsibility.

We hold ourselves to a high standard of care, and we believe our terms should be just as clear as they are fair.

Keepentry provides its services with professional diligence. To the extent permitted by law, our total liability arising from this engagement is limited to the fees paid for the services giving rise to the claim. We are not liable for indirect, incidental, or consequential losses.

Nothing in this Agreement limits any liability that cannot lawfully be limited, including liability for fraud or for matters where the law does not permit exclusion. This section is intended to set reasonable expectations — not to diminish the responsibility we take for our work.

14

Governing Law

The jurisdiction whose laws govern this Agreement.

This Agreement is governed by and construed in accordance with the laws of [ Governing Jurisdiction ], without regard to conflict-of-law principles. Any disputes arising under this Agreement are subject to the exclusive jurisdiction of the courts of that jurisdiction, as confirmed in your Engagement Schedule.

Formal Acceptance

Acknowledge & Accept

I have read and understood the Legacy Intelligence Engagement Agreement.Required
I agree to the Privacy Policy.Required
I understand Keepentry's confidentiality commitments.Required
Why Families Trust Keepentry

Built on Permanence

Confidential by Design

Enterprise-Grade Security

Client-Owned Legacy

Digitally Signed Agreement

Long-Term Preservation