For Attorneys & Wealth Managers
Turn a one-time transaction into a lifetime engagement
After your client engagement, give them their own EmberKeep account — a private vault that checks in with them, prompts reviews, and brings them back to you, not a competitor. Your recurring revenue arm for what was once a one-time transaction.
Two channels. One platform.
Attorneys and wealth managers both sit at a moment of trust with their clients. EmberKeep meets each one at the cadence that fits their practice.
For estate planning attorneys
From a one-time transaction to a 12-month review cycle
Draft the plan, sign the documents, hand off the vault. EmberKeep handles the 12–18 months of silence that used to cost you billable hours. Every life change — new child, new property, new state, divorce — surfaces as a reason to reconnect.
- ·Co-branded client invitations after every signing
- ·Automated 12–18 month review nudges that route clients back to your firm
- ·Dashboard showing which clients have active, stale, or dormant vaults
For wealth managers & RIAs
What happens to your portfolio when you’re gone?
The most important question in every client review is the one your clients never fully answer. EmberKeep gives them a private vault their family can actually find — and protects the AUM that often walks out the door when a client dies and the family moves assets to someone they don’t know.
- ·Client review mode surfaces stale vaults before your meeting
- ·Whole-family relationship — not just the individual account holder
- ·Clear positioning: organization tool, not legal advice
How EmberKeep supports your practice
Before
Clients come prepared
Clients use EmberKeep to gather their financial accounts, insurance policies, beneficiaries, and key documents before their first engagement. Less back-and-forth, more productive meetings.
During
Reference during meetings
With everything organized in one place, you can quickly reference account details, beneficiary designations, and asset titling during client meetings. No more missing data.
After
Recurring revenue, not silence
EmberKeep turns a completed engagement into an ongoing relationship. Automated check-ins prompt 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 engagement
Do what you do best — draft the estate plan, run the client review, deliver the financial strategy. Your process doesn't change.
Deliver on EmberKeep
After the engagement, give your client their own EmberKeep account. Their plan and accounts now live in a secure vault their family can actually find and use when it matters.
EmberKeep keeps them engaged
EmberKeep checks in with your clients automatically — prompting 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 client engagement, you deliver their documents and account summary on their very own EmberKeep account. Their plan lives in a safe place that checks in with them automatically — “Life changes worth reviewing?” — and drives them back to you for reviews, not a competitor. That’s your recurring revenue arm.
Client finishes engagement
Documents signed, accounts reviewed. Client keeps their EmberKeep vault updated as life changes.
EmberKeep nudges a review
After 12–18 months — or ahead of your client review — clients get a gentle prompt. New child, new state, new assets — all flagged automatically.
Client calls you back
The review prompt reconnects the client to their professional — 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.
Client 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