SOC 2 Type 2 HIPAA Compliant AES-256 Encryption
Send a secure link, let clients sign up on their own, or fill out a guided questionnaire together.
Traditional and digital assets, beneficiaries, key contacts, and important documents are organized in one place.
Clients receive periodic reminders to review and update their information.
Your firm is alerted when meaningful changes occur. Bill clients through a care and maintenance subscription or charge for one-time plan updates.
The Living Inventory upgrades traditional intake into a dynamic client profile that updates over time. Clients can add assets, update beneficiaries, and maintain accurate estate information in one secure place.
"We replaced our old intake forms with Eternal Pro and instantly saved time. Our clients love it, and so does our team."
"Eternal Pro completely upgraded how we handle client intake. Instead of chasing information for weeks, clients arrive with everything already organized."
"This is the first platform I've seen that actually solves the digital asset problem in estate planning. Eternal Pro has become a core part of our process."
SOC 2 Type II and HIPAA compliant, with security practices designed for trust and estate professionals.
Multi-factor authentication, AES-256 encryption, and secure access controls help protect sensitive client information.
Critical data is stored using distributed cold storage vaults for an additional layer of security.
Eternal Pro is built primarily for estate planning firms and those in adjacent practice areas. This includes probate, trust administration, elder law, asset protection, and other related fields where ongoing client updates and asset tracking are important.
Most firms can send a standard intake form in less than 15 minutes, and are fully customized within a couple of hours. Our team helps configure your account, branding, and integrations to ensure a smooth launch.
Yes. When you sign up for Eternal Pro, our team customizes your intake forms for you, so there's no need to build them from scratch. If you'd like to make changes later, you can easily customize questions and sections at any time using our drag-and-drop intake editor.
Yes. Clients receive automated reminders to review and update their estate information so records stay accurate and current. You can customize the frequency and content of the reminder messages.
Your firm is automatically notified when a client makes any update to their estate profile that requires your attention. This creates opportunities to review changes, update documents, and provide additional services.
Yes. Clients can document cryptocurrency, online accounts, social media profiles, subscriptions, digital files, and other digital assets alongside traditional estate information.
Yes. Security is our top priority. Eternal Pro is SOC 2 Type 2 and HIPAA compliant. It employs AES-256 encryption, multi-factor authentication, and secure cloud infrastructure to protect sensitive client information.
Yes. Eternal Pro integrates with leading estate planning and practice management tools, including Clio, 8am MyCase, Lawmatics, and WealthCounsel. This allows client information to flow seamlessly between systems and reduces duplicate data entry.
No problem. You can still meet in person and print a paper version of the exact Eternal intake form you are using. The information is then entered once, and only once, into Eternal Pro.
That works too. While Eternal Pro is designed to support ongoing client relationships, you can use it for one-time intake alone. You decide whether to enable automated client reminders.
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