Can I use Clio or Lawmatics intake forms for estate planning?

You can, and both Clio and Lawmatics are SOC 2 Type 2 audited and HIPAA compliant. But their forms serve every practice area, so an estate firm has to build and maintain its own questionnaire, with no asset inventory, no digital estate and no client updates after signing. Eternal Pro integrates with both, so a firm can keep its CRM and let Eternal Pro handle estate intake.

Which estate planning intake platforms are SOC 2 Type 2 and HIPAA compliant?

Eternal Pro is SOC 2 Type 2 certified and HIPAA compliant. DecisionVault has a SOC 2 Type 2 audit but makes no HIPAA compliance claim. Legacy Architects is neither SOC 2 certified nor HIPAA compliant.

Which estate planning intake platforms integrate with WealthCounsel?

Eternal Pro and DecisionVault are both authorized WealthCounsel integration partners, listed in the WealthCounsel directory. Legacy Architects is not an authorized WealthCounsel integration and uses manual import and export only.

Estate Planning Intake Software Compared

Q: What is the best estate planning intake software?

Of the options compared - Eternal Pro, DecisionVault, Legacy Architects, generic intake forms from Clio and Lawmatics, and paper or fillable PDF forms - only Eternal Pro combines a SOC 2 Type 2 audit and HIPAA compliance with intake built specifically for estate planning, including digital assets, an authorized WealthCounsel integration and client updates for the life of the plan.

Q: Is it safe to email completed estate intake forms?

It is bad practice. A completed estate form can hold dates of birth, Social Security numbers, account numbers and health information. Emailed as a filled PDF or a scan, it sits in inboxes on both ends, gets forwarded and stays there for years, readable by anyone who gets into either account. With Eternal Pro, clients enter their information directly into a SOC 2 Type 2 and HIPAA compliant platform, and nothing sensitive travels by email.

Last updated: October 12, 2026

Estate planning firms collect client information in one of three ways: paper or fillable PDF forms, the general intake forms built into practice management software, or an intake platform built specifically for estate planning. Here is how they compare, including the three leading specialized platforms: Eternal Pro, DecisionVault and Legacy Architects.

Estate Planning Intake Software Chart

Feature comparison of Eternal Pro, DecisionVault, Legacy Architects, generic intake forms and paper or PDF forms
Feature	Eternal Pro	DecisionVault	Legacy Architects	Generic Estate Intake	Paper & PDF Forms
Built for Estate Planning	Yes	Yes	Yes	No All practice areas	No
Estate Drafting	Syncs to WealthCounsel and Trustate, or draft with Claude	Syncs to drafting software	Built-in documents, sync and outsourced drafting	Field mapping, varies	Retyped by staff
Safety & Compliance	Yes SOC 2 Type 2 Yes HIPAA	Yes SOC 2 Type 2 No HIPAA	No SOC 2 Type 2 No HIPAA	Yes SOC 2 Type 2 Yes HIPAA (Clio, Lawmatics)	No SOC 2 Type 2 No HIPAA Usually emailed or scanned
WealthCounsel Integration	Yes	Yes	No Manual import and export	Clio only	No Retyped by staff
Ready to Use Estate Intake	Yes	Yes	Yes	No Build your own	No Build your own
One Question at a Time	Yes	No	No Not advertised	No Not advertised	No
Plan Designer	Yes	Exported summary	Yes Estate Plan Studio	No	No
Matter Board (Kanban)	Yes	Stage list only (beta)	Phase tracking, no board advertised	Yes Clio Grow pipeline	No
Estate Asset Inventory	Yes	Yes	Yes	No Build your own	No Free text
Digital Asset Coverage	Yes	No	No	No	No
Digital Estate Transfer to Fiduciaries (RUFADAA)	Yes	No	No	No	No
Client Integrations	Yes Plaid, 1Password, Chrome, Safari, & more	No Manual entry only	No Not advertised	No Forms and e-signature only	No
Client Life Updates for Planner Review	Yes	No	No	No	No
Emergency Access Tools	Yes	No	No Coming soon	No	No
AI Capabilities	Full platform configuration via Claude MCP	Limited: beta MCP, matters only	No	Varies by platform	No
Spanish Client Interface	Yes	No English only	No Not advertised	Only if you build it	Only if you translate it
US and Canadian Data Residency	Yes US or Canada, set automatically by firm location	No US only	No US only	Varies, Clio offers Canada	N/A
Pricing	$165 or $249/mo, unlimited clients and matters	$83 to $899/mo, tiered by new matters	Quoted on a call	Included in your CRM	Free

1. Paper and Fillable PDF Forms

Familiar and cheap, but every answer has to be retyped by staff, handwriting has to be deciphered, gaps often surface only at the design meeting, and the forms are out of date the day the plan is signed.

The bigger problem is security. A completed estate form can hold dates of birth, Social Security numbers, account numbers and health information, and it almost always comes back as an email attachment, either a filled PDF or a scan of the paper. Email was never built for that. The file sits in inboxes on both ends, gets forwarded, and stays there for years, readable by anyone who gets into either account.

Why this matters: Emailing completed intake forms is bad practice, however common it is. With Eternal Pro, clients enter their information directly into a SOC 2 Type 2 and HIPAA compliant platform, and nothing sensitive travels by email. Clients who prefer paper can still fill in a printed copy of your exact intake in person.

2. Generic Intake Forms (Clio, Lawmatics and others)

Clio and Lawmatics are excellent platforms, and both are SOC 2 Type 2 audited and HIPAA compliant. But their forms serve every practice area, so an estate firm has to build and maintain its own questionnaire. There is no asset inventory, no digital estate, and no client updates after signing. Clio source Lawmatics source

Why this matters: Eternal Pro does not replace your CRM, it integrates with it. Keep Clio or Lawmatics, and let Eternal Pro handle estate intake.

3. Specialized Estate Intake Platforms

Eternal Pro: SOC 2 Type 2 certified and HIPAA compliant, with authorized WealthCounsel and Trustate integrations, the whole digital estate, and client updates for the life of the plan. Flat pricing with unlimited matters.
DecisionVault: A capable intake platform with a SOC 2 Type 2 audit and authorized integrations. Priced by new matters each month, English only, with no digital asset coverage and no HIPAA compliance claim. Full comparison
Legacy Architects: Goes furthest into drafting, and is built around its founder's practice method. Not SOC 2 certified, not HIPAA compliant, and not an authorized WealthCounsel integration. Full comparison

Which Estate Intake Option is Best?

Security is the one thing you cannot add later. Of every option here, only Eternal Pro combines a SOC 2 Type 2 audit and HIPAA compliance with intake built specifically for estate planning, including the digital estate.

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DecisionVault, Legacy Architects, Clio, Lawmatics, WealthCounsel, Trustate and other product names on this page are trademarks of their respective owners. Eternal Me is not affiliated with DecisionVault or Legacy Architects.