Partner Program
Give your clients something they'll actually use
EstateHelm helps realtors stand out at closing and helps estate attorneys solve the digital legacy gap. Partner with us to deliver real value to your clients.
“I think of EstateHelm as a Password Manager for after you are dead. Plus it's a Household and Life manager.”
— Omar Shahine, Corporate Vice President at Microsoft
For Real Estate Professionals
Stand out from the bottle of wine. EstateHelm is a closing gift your clients will use for years—and think of you every time they do.
Closing Gift Program
Purchase 10+ licenses at 30% off retail. We provide branded redemption cards you can include with closing documents.
Minimum order: 10 licenses • Partner price: $69/license (retail $99)
At $69/license, you're spending less than most closing gifts—but giving something they'll use for years.
For Estate Planning Attorneys
Every client asks “what happens to my digital life?” Now you have an answer. EstateHelm's Continuity Capsule solves the digital estate gap your practice needs to address.
Referral Program
Recommend EstateHelm as part of your digital estate planning discussion. Earn 20% commission on every subscription from your referral link.
No minimum • Monthly payouts • Tracking dashboard included
What EstateHelm Organizes
Properties
Maintenance, appliances, warranties, access codes
Vehicles
Service history, registration, insurance, mileage
Pets
Vaccinations, medications, vet records, smart tags
Documents
Insurance policies, deeds, tax records
Subscriptions
Renewal dates, costs, cancellation info
Digital Legacy
Account inventory, heir instructions, beneficiary access
Bonus: Pet Smart Tags
Every subscriber gets a laser-etched QR code pet tag included. One tag, four modes—the right information shared with the right people at the right time.
Normal Mode
Just name and photo—nothing sensitive
Lost Mode
Shows your contact info to help reunite
Vet Mode
Full health records, weight history, documents
Care Mode
Vaccination records and care notes
Great conversation starter for pet owners—and a tangible benefit that drives word-of-mouth.
Ready to partner?
Let's discuss how EstateHelm can add value to your practice or brokerage.