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.
"Eternal Pro completely upgraded how we handle client intake. Instead of chasing information for weeks, clients arrive with everything already organized. I really enjoyed working with Richard who bent over backwards to help our firm."
"Richard and the Eternal Pro team went above and beyond, on multiple occasions, to support the launch of my firm. Our Eternal Pro system has been a huge time saver in our intake and onboarding processes. They have my highest recommendation."
"Eternal Pro has been a genuine addition to our estate planning practice. The platform streamlines client intake, organizes digital assets, and addresses something every estate planner is now grappling with: how to provide lawful, authorized access to digital assets beyond our own biometrics. The customer support has been responsive and hands-on, making setup far less painful than implementing a new system typically is. The breadth of this platform suggests it will replace multiple tools, saving time, energy, and money. I'm excited about where this is headed."
"This is the first platform I have seen that actually solves the digital asset problem in estate planning. Eternal Pro has become a core part of our process."
"I am very impressed with the platform's functionality and direction. As an estate planning attorney, I see significant value in its approach to client intake, inventory management, digital asset planning, and emergency access to important information. Most importantly, the customer support has been phenomenal. The Eternal Pro team is responsive, open-minded, and clearly committed to timely improvements. They are focused on building the best possible solution for law firms and their clients."
"What I like most about Eternal Pro is how well it handles the ongoing nature of estate planning information from intake until post-signing management of digital assets. It makes it much easier to organize client assets, especially digital assets and online information that can otherwise get scattered or outdated. I also appreciate that it feels designed for long-term use, not just as a one-time intake tool. I found the platform especially helpful for organizing traditional assets alongside digital assets in one place. The ability to capture items like online accounts, crypto, passwords, and other digital property feels thoughtfully designed for the way clients actually live now, rather than the way estate planning software used to work."
"Before starting my estate planning practice, I did extensive research into the various platforms I could use to create a smooth, secure, and efficient process for clients and myself. Eternal Pro is a pillar of my practice because it sets me apart from others that rely on clunky and unsecure methods of collecting client information. It's so clear the team behind the product understands estate planning attorneys' needs and that they are dedicated to iterating on an already stellar product. I cannot recommend them enough."
"Eternal Pro made our intake process dramatically easier to manage. Setup was simple, the integrations worked right away, and our team immediately spent less time on manual data entry."
"Eternal Pro has been a great addition to our estate planning process. It provides a practical solution for helping clients address their digital assets, and the platform is incredibly easy to use. Getting our clients set up is quick and straightforward, which makes it easy to incorporate into our normal workflow."
SOC 2 Type 2 certified 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 scheduled 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 certified 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, WealthCounsel, LEAP, Lawcus, Trustate, and Smokeball. 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 scheduled client reminders.
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