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Estate Planning Intake Made Simple

Simplify. Automate. Reclaim Valuable Time.

Eternal Pro is the only platform built for estate attorneys that supports both traditional and digital asset intake, delivers advanced security, and scales with your firm — for one flat rate. See how firms like yours are reclaiming 5+ hours per client.

  Schedule Call or Demo

Eternal Pro Video

The Only Platform Ready for 2025 Estates

Eternal Pro makes it easier for you and your clients for an increasingly digital world.

Clients can easily identify and enter all their digital assets

Optimize Intake

Replace paper forms, PDFs, and email chains with a centralized hub where attorneys, paralegals, and clients can collaborate in real-time.

Easily integrate workflows

Workflow Integraton

Easily connect with Clio, Lawmatics, 8am MyCase, and 9000+ more apps, to ensure a smooth workflow, eliminating duplicate data entry.

Stay in Control

Reduce duplication of effort, human errors and missing or overlooked assets.

Every Client, Every Asset

From real estate to crypto wallets, Eternal Pro handles it all. Give every client a seamless, secure intake experience.

Digital Estate and Digital Legacy Management

Designed Specifically for Estate Planning Workflows.

Full Intake Forms

Start with our comprehensive intake questionnaire, and easily customize to make it your own in minutes.

Cold Storage

Advanced, offline tech combined with decades of experience keep client data safer than typical cloud tools.

Flat-Rate Pricing

Open unlimited matters and create unlimited Digital Estates for one predictable flat rate. No hidden charges or fees.



 

Integrations and Partnerships

Eternal Pro connects easily and securely with all major Legal tech software.

Clio Logo

Clio

CRM, document management, more

Lawmatics Logo

Lawmatics

Client and marketing automation

8am MyCase Logo

8am MyCase

Legal practice management software

Zapier Logo

Zapier

Automation and integration tools

Trusted by Estate Planning Professionals Nationwide

"We replaced our old intake forms with Eternal Pro and instantly saved 3 hours per matter. Our clients love it, and so does our team."   -- Estate Planning Attorney, Eternal Pro Client


 

Digital Estate and Digital Legacy Management

Buy Back Valuable Time

Eternal Pro helps you:


  1. Save 5+ hours per client
  2. Finish more plans, faster
  3. Boost client satisfaction
  4. Reduce liability & protect clients

Ready to Streamline Intake?


Start today, and start reclaiming your time.

  Schedule Call or Demo


 

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