Estate planning software that costs your firm nothing.
Lighthouse begins with intake and stays with the client long after the original plan is signed. It helps your firm onboard clients more efficiently, reduce follow-up work, and stay connected over time, so life changes turn into future reviews, updates, and new matters. That means Lighthouse helps capture revenue many estate firms are otherwise leaving behind.
30 minutes. Your numbers. No generic demo.
Lighthouse was built around a simple reality: estate firms lose time to intake chaos, lose revenue when past clients go untouched, and often pay for software that never clearly pays them back. We built Lighthouse to fix those problems with a workflow that is practical, revenue-focused, and designed for the way estate firms actually operate.
Lighthouse supports the full client lifecycle, from the first intake form to future plan updates and estate administration. The goal is not to add another tool. The goal is to reduce follow-up work, keep matters moving, and turn old client relationships into new revenue.
Clients complete a guided intake on their own time, before the first meeting. Answers land in your dashboard immediately, so your team starts with usable information instead of chasing paperwork.
Less chasing. Faster starts.
Give clients one place to complete intake, upload documents, respond to requests, and keep the matter moving.
Structured questions before the first meeting, with answers routed to your team.
Clients submit files into the portal instead of threading attachments across email.
Nudges go to the client so your staff spends less time on follow-up.
Most estate clients leave with signed documents, then hear little from their attorney unless something goes wrong. Lighthouse gives them a better long-term experience: one place for important documents, a cleaner intake process, easier communication, time capsule messages for loved ones, and a simple path back to the firm when life changes and their plan needs attention.
What clients get:
Important documents stay organized and accessible instead of scattered across email and paper files.
Clients complete structured intake and upload documents in one place, on their own time.
Requests and updates route through a single channel your team can manage consistently.
Plan materials and key details remain available when clients need them—not buried in an old email thread.
Clients can preserve personal legacy messages inside a service that feels more meaningful than a one-time document drop.
The system helps your firm reach clients when their plan may need attention—before problems surface.
Lighthouse helps your firm identify past clients who may be due for a review, sends outreach in your firm’s voice, and makes it easier for a response to turn into an active matter.
Surface relationships that may be ready for a review based on plan age, life changes, or your firm’s own criteria.
Messages can follow your templates and the client’s history—targeted, not a generic blast.
When someone engages, the path to a new matter is clearer for both sides.
Past clients are often the highest-leverage segment—if the firm has a system to stay in touch.
Every part of Lighthouse is built around one question: does this save time, reopen revenue, or improve the client experience enough to justify itself?
Clients complete intake step by step on their own time, so your staff spends less time chasing missing information.
Clients upload what you need directly into the portal instead of sending scattered attachments across email threads.
Tasks, deadlines, documents, and communications live in one place so fewer details slip through the cracks.
Lighthouse helps your firm identify which past clients may be due for a review and makes outreach easier to execute consistently.
Instead of disappearing after signing, the firm stays connected through a portal clients can actually use.
Lighthouse is built to support the way your firm already works, rather than forcing your team into a generic workflow.
We originally built Lighthouse for internal use in our own family estate practice. We needed a better way to handle intake, collect documents, reduce follow-up, and stay connected to clients after their plans were signed.
So instead of waiting for generic software to solve those problems, we built the system we wanted for ourselves. Lighthouse reflects the workflow, pressures, and client expectations we already knew firsthand from running a small estate firm.
We walk through the numbers using your own fee structure, workflow, and client base so you can see whether Lighthouse simply offsets its cost — or actually creates additional net revenue for your firm.
In some cases, firms may not just cover the platform through client access fees. They may come out ahead.
Some firms may be able to do more than break even on Lighthouse. Depending on matter volume and how client access fees are structured, the platform can potentially cover its own cost and produce additional net revenue.
| Estate Admin. | Estate Plans | |
|---|---|---|
| Example volume | 20 / year | 20 / year |
| Illustrative net to firm (example) | +$1,000 | +$500 |
| Combined (illustrative) | +$1,500 | |
These examples are for discussion only. They show how client access fees can, in some firms, do more than offset platform cost. They are not promises and should be adjusted to your firm’s pricing, volume, and fee structure.
Use your own numbers to estimate what Lighthouse could unlock through re-engagement, referrals, and workflow savings.
This is a planning tool, not a promise. Its purpose is to help your firm pressure-test the opportunity using your own client base, fee structure, and assumptions.
Illustrative rates are built into this model for planning only—re-engagements that convert to plan updates use 4% of your reachable list per year. They are not benchmarks and do not represent results from other firms.
Disclaimer: Outcomes vary with client reachability, pricing, and how your firm uses the tool.
Want to see what is realistic for your firm?
We’ll walk through your numbers together.
In 30 minutes, we’ll show you the platform, map it to your current workflow, and walk through the economics using your own client base and fee structure. The goal is not a generic software demo. The goal is to help you decide whether Lighthouse makes practical and financial sense for your firm.
No generic demo. Just your workflow, your numbers, and a concrete look at fit.