For Attorneys & Wealth Managers

The vault attorneys and wealth managers give their clients.

EmberKeep is where families organize everything that matters — every account, document, wish, and instruction — so the people they love aren't left searching.

Already planning on your own? Build your vault →

Trusted by estate planning professionals256-bit AES encryption17 guided sectionsThe map, not the sensitive data
The Gap

We plan for everything. Except for this.

We plan for retirement. We plan vacations. We plan weddings down to the napkin color. But we don't plan for the one thing that's guaranteed to happen. When someone dies, their family doesn't just grieve — they're thrown into an administrative nightmare: finding documents, calling attorneys, guessing at wishes, logging into accounts they don't have passwords for.

EmberKeep is where families organize everything they need to find and act on — documents, accounts, contacts, wishes, and instructions — in one place. Not the sensitive data itself, but the map that tells your family exactly where to look, what to do, and who to call. Built by you, in your own words, while you're here to get it right.

What families say

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Coming soon — we’re collecting real stories from families who’ve been through this.

Real quote pending

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If you’re an estate attorney or have recently settled an estate and want to share your experience, we’d love to hear from you.

Real quote pending

How It Works

A three-party flow that keeps everyone connected.

Attorneys and wealth managers bring their clients in. Clients build the vault. Families have it when they need it. Everyone wins.

EmberKeep relationship diagram. Family sits at the center. The author — you — is at the top. Six trusted people radiate from Family: a Trusted Circle of friends, a Tax Advisor, an Insurance Agent, a Wealth Advisor, an Attorney, and a Medical Team. Each professional is associated with the documents and information they manage: the Attorney holds the Will, Estate Plan, Health Directive, and Trust; the Medical Team holds Prescriptions and Allergies; the Wealth Advisor holds Financial Assets; the Tax Advisor holds Tax Records; the Insurance Agent holds Insurance Policies and an Umbrella Policy. The EmberKeep platform spans the bottom — the substrate beneath the network. Access and visibility are controlled by the owner, scoped per role, and audit-logged.
One vault. One source of truth. Every relationship in its lane.
The Professional

Attorney or wealth manager

Completes an estate plan or client review, then invites the client to EmberKeep with a co-branded link. Retains the client relationship. Generates billable hours from future updates.

The Client

Your customer or family head

Receives a branded invitation, builds their vault in 15 minutes, and keeps it updated over time. Organizes every account, document, wish, and instruction in one place.

The Family

Spouse, executor, children

Gets access when it matters — during an emergency, an incapacitation, or after a death. Opens one place and knows exactly what to do, who to call, and where to look.

The Flow

01Professional

Invite your client

After completing a trust, a will, or an client review — send a co-branded invitation in 20 seconds.

02Client

Build the vault

Guided conversations, no blank forms. Documents uploaded and auto-extracted. 15 minutes to a real foundation.

03Professional

Monitor & nudge

Dashboard shows client completion. Send reminders. Every life change is a reason to reconnect.

04Family

Access when needed

One place with every account, document, wish, and instruction. No scavenger hunt.

Your Vault

Everything your family needs. One place.

Everything your family needs to find and act on — organized in one place. Six categories, guided conversations, no blank forms.

💼

Financial & Benefits

Bank accounts, insurance, retirement, investments, employer benefits, debts, and tax info — all in one place.

Accounts · Insurance · Retirement · Employment · Memberships

📄

Legal & Documents

Will, trust, power of attorney, deeds, and titles — uploaded, organized, and easy for your family to find.

Will · Trust · POA · Deeds · Titles

📋

Executor Playbook

Step-by-step instructions for the person handling your affairs — who to call, where everything is, what to do first.

Instructions · People to Notify · Key Contacts

🔐

Passwords & Digital Life

Email access, social media, cloud storage, crypto wallets, and every login your family would need.

Passwords · Social Media · Digital Assets · Cloud Storage

🏥

Medical & End-of-Life

Physicians, medications, healthcare proxy, advance directives, funeral wishes, and memorial preferences.

Medical · Funeral Wishes · Obituary

💌

Family & Legacy

Personal letters to loved ones, guardian wishes for children, property and pet care instructions — the things only you can say.

Letters · Children · Property · Pets

For Your Family

From your vault to their hands.

1

You build your vault

Answer guided questions, upload documents, organize everything.

2

You share access

Invite your executor or family with a secure link.

3

They follow your guide

Your Executor Guide walks them through every step.

4

Your wishes are honored

No guesswork, no panic, no missing information.

Our Story

Hi, I'm Michael.

When my father Thomas passed, we had a will. We had a trust. We had an attorney. What we didn't have was a single place that told us: here's the life insurance policy number, here's who to call at the bank, here's the passwords, here's what Dad actually wanted for his funeral.

We spent weeks in a fog — calling strangers, guessing, arguing. Not because the documents didn't exist, but because nobody could find them. It was the worst scavenger hunt nobody wanted to play.

Most people in their 50s and 60s think they have it covered. But a legal document doesn't tell your family the passcode to your phone, what accounts exist, or what your final wishes truly are.

I built EmberKeep so no family has to go through that again. It's not just a business — it's the vault for my own family's legacy. I trust it with my family's most sensitive information, too.

Your family should be focused on grieving, not on an administrative nightmare.

Michael, Founder of EmberKeep

— Michael

Founder, EmberKeep

Direct to Consumer

Building this yourself? Start here.

You don't need an attorney to get started. If you're the kind of person who handles things yourself, EmberKeep walks you through every section step by step. Start free, upgrade when you're ready.

Free to start · No credit card required

EmberKeep organizes the information your family would need — but we're a vault, not a law firm. Your attorney makes it legal. We make it findable.

Already have an attorney?

EmberKeep pairs perfectly with your existing estate plan.

For attorneys →
For attorneys

Built for estate planning attorneys and their clients.

Give every client a secure digital vault after their plan is signed. Automated review reminders drive them back to your firm.

Learn more

“The people we love deserve more than our good intentions.”

The best time to start is before you need to.

Give the people you love the gift of clarity. It takes minutes to start and a lifetime of peace of mind to keep.

Built for estate planning attorneys and their clients.