Eternal Help Center



 

Eternal Pro

Questions about the Digital Estate Planning platform for Estate Planners


Digital Administration

Support for Legacy Managers and others administering digital estates


Digital Assets

Questions about digital assets, from crypto to social media, email, and more


Emergency Card

How to get the most out of the Emergency Card feature


General

Other questions about Eternal


Integrations

Securely synchronize Eternal Pro within your workflow


Most Popular Articles

 What are Digital Directives?

In today's digital age, our online presence has become an integral part of our lives. We share photos, communicate with loved ones, manage finances, and store important documents online. But what happens to our...

 Is Eternal Me RUFADAA compliant?

RUFADAA, the Revised Uniform Fiduciary Access to Digital Assets Act, is model legislation developed by the Uniform Law Commission (ULC) to address the legal issues surrounding access to digital assets after an...

Lawmatics How to send intake invites to existing contacts in Lawmatics?

Eternal Pro integrates directly with Lawmatics: Import from Lawmatics to send intake forms to existing clients Import from Lawmatics to create new digital estates for clients Synchronize client data back to the...

 How to add clients in the Eternal Pro Dashboard

To add a new secure client account within your Eternal Pro Dashboard: Login to your Eternal Dashboard Hover over the  + New   button in the top Nav bar, then click Add Client Enter a unique Username/Address Enter the...

 How do I save or print my Emergency Card?

You can easily save or print Emergency Card: Login to your Dashboard Click Emergency Card in the left navigation Click the Download PDF button The card will save the file, which you can then print You can also click...

8am MyCase How to import clients from MyCase using a webhook ?

With Eternal Pro, you can automate creation of Digital Estates directly with MyCase. Once enabled, simply create a new case in MyCase called "Digital Estate". To enable the MyCase Webhook: Login to your Eternal...

 How to set or change the boilerplate language for the estate documents in the Eternal Pro dashboard?

You can set or change the boilerplate language for the estate documents in the Eternal Wizard: Login to your Eternal Dashboard Click Templates in the left navigation Select the boilerplate (or other template you wish...

 How to remove a firm administrator in the Eternal Pro Dashboard?

To remove an administrator from your Eternal Pro Dashboard: Login to your Eternal Dashboard as a Super Admin Click the  Admins  link in the left nav bar Hover over the username, a submenu will appear Click the Remove...

Powered by WHMCompleteSolution