For Estate Planning Attorneys
Turn a one-time transaction into a lifetime engagement
After your initial client engagement, give your client their estate documents on their very own EmberKeep account. Now their plan lives in a safe place that checks in with them, prompts annual reviews, and brings them back to you — not a competitor. Your recurring revenue arm for what was once a one-time transaction.
How EmberKeep supports your practice
Before
Clients come prepared
Clients use EmberKeep to gather all their financial accounts, insurance policies, beneficiaries, and key documents before their first meeting. Less back-and-forth, more productive sessions.
During
Reference during meetings
With everything organized in one place, you can quickly reference account details, beneficiary designations, and asset titling during planning sessions. No more missing data.
After
Recurring revenue, not silence
EmberKeep turns a signed plan into an ongoing relationship. Automated check-ins prompt annual reviews, flag life changes, and drive clients back to your firm — not a Google search. Recurring revenue for what was once a one-time transaction.
How it works for your practice
Complete the estate plan
Do what you do best — draft the will, trust, directives, and powers of attorney. Your process doesn't change.
Deliver on EmberKeep
After signing, give your client their documents on their very own EmberKeep account. Their plan now lives in a secure vault that their family can actually find and use when it matters.
EmberKeep keeps them engaged
EmberKeep checks in with your clients automatically — prompting annual reviews, flagging life changes, and driving them back to you for updates. A one-time transaction becomes a lifetime engagement.
The Missing Touchpoint
From one-time transaction to lifetime engagement
Imagine: after your initial client engagement, you deliver their estate documents on their very own EmberKeep account. Now their plan lives in a safe place that checks in with them automatically — “Life changes worth reviewing?” — and drives them back to you for annual reviews, not a competitor. That's your recurring revenue arm.
Client finishes planning
Documents are signed. Client keeps their EmberKeep vault updated as life changes.
EmberKeep nudges a review
After 12–18 months, clients get a gentle prompt: “Your plan may need an update.” New child, new state, new assets — all flagged automatically.
Client calls you back
The review prompt reconnects the client to their attorney — not a Google search. Ongoing retention without ongoing effort from your team.
ROI calculator
See your return
Adjust the sliders for your practice. EmberKeep typically pays for itself with one returning client.
Annual review revenue
$9,000
EmberKeep annual cost (Practice)
$3,588
Net return
+$5,412
Breaks even with just 2.4 reviews/year
Pricing
Simple, flat monthly pricing
No per-seat surprises. One flat fee covers your whole practice. Pays for itself with a single client review meeting.
Starter
For solo attorneys just getting started with digital estate delivery.
Billed monthly · cancel anytime
Get startedPractice
For established firms that want the full retention and referral engine.
Billed monthly · cancel anytime
Get startedManaging 50+ clients per year? Let's talk