Estate Planning Intake Made Simple

Eternal Pro Agreement

Last Updated: August 27, 2026

This Eternal Pro Services Agreement (the “Agreement”) is entered into by and between Eternal Me Corporation (“Eternal Me” or the “Company”) and the customer (“Customer,” “You,” or “Your”) and becomes effective upon Your placement of an order for, or usage of, the Eternal Pro service. This Agreement is subject to, and incorporates by reference, the Universal Terms of Service (“UToS”).

Service includes access to the Eternal Pro platform ("Platform") for you ("Customer", "You", or "Your") and your clients ("Clients", or "End Users"), with several optional Service Features depending upon your order, such as:
1. Client Intake, where you invite your Clients to complete their estate intake online, replacing paper forms, spreadsheets and email
2. Branded Portal, where your customers can login to their Eternal Dashboard for self-service
3. Pro Dashboard, where you can manage and access your clients' Digital Estates
4. API Dashboard, where you can configure programmatic access to your Eternal Dashboard
5. Digital Estates for your Clients to faciliate estate planing, including features like:
6. Audit Trails, where you can see a log of all activities taken in the platform
Client Usage and License Grant. Subject to the terms and conditions of this Agreement and the UToS, Company hereby grants Customer a limited, non-exclusive, non-transferable license to access and use the Platform, and to provide Client access to the Platform, for the purpose of providing estate planning to their Clients.
1. Customer Responsibilities
  1. Access and Use. Customer is permitted to access and use the Platform, including adding and managing their Clients and their Clients' estate planning information within the Platform. This license is restricted to use by the Customer and cannot be sublicensed, sold, or otherwise transferred to any other party without the prior written consent of Company. Providing Client access to the Platform as part of Customer’s own services, as permitted by this Agreement, is not a sublicense, sale or transfer for the purposes of this section.
  2. Administrator Accounts. Customer can add administrator accounts to their Platform per the quantity limits specified in their order. Each administrator account will have full access to the Pro Dashboard and all Clients the Customer adds or has added.
  3. Authorization and Access. It is the responsibility of the Customer to determine who should be granted an administrator account and to ensure these individuals have proper authorization to view potentially sensitive information about their Clients. The Customer can grant administrative access via their Dashboard.
  4. Branding. Customer may upload their logo thru their Pro Dashboard if they wish their Client portal branded, and change at any time. Company may do this on their behalf.
  5. Client Management. Customer may add their Clients into their Platform, including inputting accurate and up-to-date information for each Client added.
  6. Compliance. The Customer must ensure that their use of the Platform and the use by their Clients comply with all applicable laws, regulations, and guidelines.
  7. Client Consent. Customer represents and warrants that prior to adding any Client to the Platform or submitting any Client data, Customer has obtained all necessary consents from each Client for the collection, processing, and storage of their personal data by both Customer and Company, in accordance with all applicable data privacy laws. Customer agrees to indemnify and hold harmless Company from any claims arising from Customer's failure to obtain such consent.
  8. Pricing. Customer may charge their Clients any price, or no price, for Client access to the Platform as part of Customer’s services, at Customer’s discretion. This permission does not make Customer a reseller of the Platform, and does not permit Customer to sublicense, assign, transfer, or resell the Platform or Customer’s Eternal Pro subscription to any unrelated third party.
  9. Billing. Customer will be billed for all Clients added to the Platform regardless of whether the Client has started using the Platform or is currently active. Only by removing the Client account through the Pro Dasbhoard will the billing for that Client cease.
  10. Money Back Guarantee (Annual Subscriptions Only). If you are not satisfied with your purchase of an annual Eternal Pro subscription, you may terminate the service within thirty (30) days of the initial purchase date to receive a full refund of the base purchase price. This guarantee applies only to the initial purchase of an annual subscription and does not apply to renewals, monthly subscriptions, upgrades, add-ons, or other non-refundable items. Monthly subscriptions are non-refundable; cancellation terms for monthly subscriptions are set forth in the Universal Terms of Service.
2. Client Agreement to Terms of Service
  1. By accessing and using the Platform, each Client agrees to be bound by the Eternal Me Universal Terms of Service and Client Services Agreements. Customer is responsible for notifying their Clients of this requirement and ensuring that they understand and agree to these terms before accessing the Platform.
3. Client Intake and Onboarding
  1. Purpose. The Platform provides a client intake and onboarding service (the “Intake”) through which Customer invites its Clients to provide the personal, financial, health-related and other information required for estate planning. The Intake is intended to replace paper forms, spreadsheets, email attachments and similar methods of collecting that information.
  2. Invitations and Client Accounts. Customer invites a Client to the Intake by sending an invitation link generated by the Platform. On accepting the invitation, the Client creates an account and agrees to the UToS and the Client Services Agreement before entering any information. Customer is responsible for sending invitations only to persons Customer is authorized to invite.
  3. Intake Data. Information submitted through the Intake (“Intake Data”) may include sensitive personal information, including identifying information, financial account and asset information, family and beneficiary information, and health-related information such as medical conditions, healthcare directives and end-of-life preferences.
  4. Roles. As between the parties, Customer is the controller of Intake Data and Company processes Intake Data on Customer’s documented instructions, as set out in the Data Processing Addendum. Customer determines what information is requested through the Intake and the purposes for which it is used.
  5. Security of Intake Data. Company encrypts Intake Data in transit and at rest using industry-standard encryption, restricts access to authorized personnel on a least-privilege basis, records access in the Platform audit trail, and maintains the administrative, physical and technical safeguards described in the Data Processing Addendum. Company may change the specific safeguards it uses from time to time, provided that it does not materially reduce the overall level of protection applied to Intake Data. End User Private Data remains subject to the access restrictions set out in this Agreement, and Company personnel remain prohibited by both policy and technical means from accessing it.
  6. Limits of the Security Commitment. Customer acknowledges that no platform, network, or method of storage or transmission is completely secure, and that the safeguards described above reduce but cannot eliminate risk. Company does not warrant that the Platform or any Intake Data will be free from unauthorized access, loss, corruption or alteration. Except for the commitments expressly stated in this section, the warranty disclaimers set out in the UToS apply in full, and any liability of Company arising out of or relating to the security of Intake Data remains subject to the limitations of liability set out in the UToS.
  7. Customer Security Responsibilities. Customer is responsible for the security of its own accounts, devices and credentials, for administering user access within its Platform instance, and for promptly removing access for any person who should no longer have it. Company is not responsible for unauthorized access to or disclosure of Intake Data resulting from an act or omission of Customer or an End User, including the sharing, reuse or compromise of credentials.
  8. Accuracy and Legal Sufficiency. Company provides the means to collect and organize Intake Data. Company does not review Intake Data for accuracy or completeness, does not provide legal advice, and does not determine whether any information collected is sufficient for any estate plan, instrument or filing. Customer remains solely responsible for the legal sufficiency of its own work product.
  9. Availability of Intake Data. Intake Data is available to Customer through the Pro Dashboard, subject to the End User Private Data restrictions in this Agreement. Company does not guarantee that any Client will complete an Intake or will do so within any particular period.
4. Account Ownership, Family and Third Party Access
  1. The End User who accesses the account you’ve established for them, (the "Primary Account Holder") is the primary End User authorized to access and control that account (their "Digital Estate"), including the permissions granted to other End Users and their End User Private Data, subject to the administrative rights expressly provided to Customer under this Agreement. The Primary Account Holder may, at their sole discretion, invite additional individuals such as family members, fiduciaries, or other trusted parties to access portions of this Digital Estate, with the Add User tool in their Dashboard. When inviting, the Primary Account Holder designates one of the following access levels for each invited user:
    1. Read-Only Access: Permits viewing but not modification of content or settings.
    2. Full Access: Full permissions to manage documents, users, and account settings.
    The following information can only be accessed by the Primary Account Holder (“End User Private Data”):
    1. Cold Storage: All data stored in the Distributed Cold Storage Network
    2. Passwords: All data stored in the Password manager
  2. End User Private Data remains accessible only to the Primary Account Holder unless and until the account is designated as Deceased, at which time End User Private Data becomes available to the assigned Legacy Manager and/or Successor Legacy Manager, but only to the extent provided by the permissions the Primary Account Holder has configured and by the functionality of the Platform. Designating an account as Incapacitated does not of itself make End User Private Data available to any other person. All other information in the Digital Estate remains subject to the access levels the Primary Account Holder has configured.
  3. Sponsored Accounts. Customer provisions and sponsors Client accounts through its Eternal Pro subscription and retains the administrative access expressly provided by the Platform. The Primary Account Holder controls their own Digital Estate, including their login credentials, the users they invite, the permissions they assign, and their End User Private Data, subject to this Agreement. Customer may end its sponsorship of a Client account or terminate its Eternal Pro subscription. An End User may also request termination and deletion of their Digital Estate, subject to applicable law, the agreements between Company and that End User, and any legitimate legal or regulatory retention requirement. Neither the ending of sponsorship nor any deletion affects information Customer has previously and lawfully exported, incorporated into its own client file, or is independently entitled or required to retain.
  4. Customer may, at their sole discretion and responsibility, designate an End User as "Deceased" or "Incapacitated" through the Pro Dashboard. Upon doing so, the Customer will be prompted to upload supporting documentation to substantiate the status change. Once marked, access to the End User’s Digital Estate may be released to the designated primary and/or successor Legacy Manager(s), in accordance with the permissions previously configured. End User Private Data is released only upon a designation of Deceased, and only as described above. Company does not review, verify, or authenticate any submitted documentation, and assumes no responsibility or liability for the accuracy or validity of the designation. The Customer bears all risk and liability associated with any incorrect, unauthorized, or premature status change. In the event a designation is made in error, the Customer must contact the Company as soon as possible through the Eternal Portal to request corrective action be attempted.
  5. The Primary Account Holder retains the exclusive right to modify or revoke any user’s access. The Company does not grant access to any third party without the express authorization of the Primary Account Holder or as otherwise required by law. As requested by the Primary Account Holder or for the purpose of providing service, both the Eternal Pro Customer or Company personnel may also access the Digital Estate, however, they are prohibited by both policy and technical means from accessing End User Private Data.
  6. In cases involving separation, divorce, or personal disputes between account users including but not limited to those who were previously granted access, the Company shall not intervene or alter account permissions in the absence of a valid court order. Unless legally compelled to act otherwise, the Primary Account Holder retains full authority over user access, and any changes to permissions must be executed directly by the Primary Account Holder through the Dashboard. The Company reserves the right to request documentation such as a death certificate, letters testamentary, or guardianship orders before altering any access privileges.
  7. The Company does not adjudicate disputes over account access or ownership. In the event of conflicting claims or requests, the Company will maintain the existing access configuration until such time as The Primary Account Holder modifies access, or the Company is presented with a valid and enforceable court order directing specific changes. Absent such conditions, the Company shall not be liable for continuing access held by invited users, nor for the consequences of any user’s access or actions within the platform.
5. Company Responsibilities
  1. Service Availability. Company will maintain the Platform with a target uptime of 99.9%.
  2. Technical and Customer Support. Company will provide technical and customer support to the Customer Monday through Friday, Eastern Time, from 9 am to 5 pm, excluding U.S. holidays. Customers can request support by opening a support ticket in the Eternal Portal or contacting Company support via email or phone. Company will generally respond to all requests within one business day.
  3. Policy Monitoring and Updates. Company will monitor various digital asset providers for changes to their legacy terms of service and periodically update the Platform to accommodate those changes. The Company may also send email notifications to the Customer about changes they may find important.
  4. Incident Management. While unlikely, in the event of a security breach or other significant incident affecting the Platform, the Company will promptly notify the Customer and take appropriate measures to mitigate the impact and prevent future occurrences. The Company will provide regular updates on the status and resolution of the incident.
  5. Service Improvements. The Company will, from time to time, update the Platform to improve functionality, security, and performance. These updates may include bug fixes, new features, or enhancements. The Company will notify the Customer of any significant changes or scheduled maintenance that may impact the Platform's availability.
6. Data Retention and Disposal
  1. Customer acknowledges and agrees that the Platform is not intended to serve as a primary backup, archive, or repository for any data, including Client data, and that Customer is solely responsible for maintaining independent copies of all data stored in the Platform. Company assumes no liability of any kind for any accidental, premature, erroneous, or unauthorized deletion of data, whether caused by Company, Customer, or any third party.
  2. Upon expiration or non-renewal of Customer's subscription, or upon termination due to non-payment or breach, Company will make each affected End User's Digital Estate available for retrieval and export for thirty (30) days following the effective date of termination or expiration, unless a different period is required elsewhere in the Agreements. During that period Company may limit the account to retrieval and export functionality, and is not required to continue providing the full Eternal Pro service. Company may shorten or dispense with that period where required by law, where reasonably necessary for security, or where Customer and the applicable End User jointly request it. Customer expressly instructs Company, as part of this Agreement, to provide the retrieval and export access described in this section, subject to applicable law, the Data Processing Addendum, and Company’s agreements with the applicable End User. Following that period, Company may permanently delete Customer's account data, including Client data associated with Customer's account. All data will be purged from active systems within thirty (30) days of the end of the retrieval period. All Customer data is encrypted at rest throughout its retention period. Residual copies in encrypted backup systems will rotate out within ninety (90) days of deletion from active systems. These timelines are targets and not guarantees, and Company assumes no liability for variation from them in either direction.
  3. Customer is solely responsible for exporting or preserving any data prior to termination or expiration. Customer agrees to indemnify, defend, and hold harmless Company from any claims, damages, or losses of any kind arising from the deletion of data in accordance with this section, including claims brought by Customer's Clients or End Users.
  4. Nothing in this section limits any right an End User may have under applicable law or under the agreements between Company and that End User, including the Client Services Agreement. The allocation of roles set out in the Client Intake and Onboarding section and in the Data Processing Addendum continues to apply.
7. Terms Applicable to Designated Launch Partners Only
  1. The Company may, in its sole discretion, extend territorial exclusivity, discounted pricing, or other benefits (collectively, “Launch Partner Perks”) to Customers identified as potential launch partners. These Launch Partner Perks will be documented via email or written addendum, and are expressly conditioned upon the Customer’s continued active use and good-faith marketing of the Eternal Pro platform. The Company reserves the right to revoke any Launch Partner Perks upon thirty (30) days’ written notice if, in its sole discretion, the Customer is not fulfilling these obligations. Upon expiration of the notice period, all associated perks, including any exclusivity or discounted pricing, shall terminate, standard pricing shall apply going forward for the remainder of the service term.
8. Third-Party Integrations
  1. The Platform may integrate with or provide access to third-party services, tools, or APIs (collectively, "Third-Party Services"). The inclusion of any Third-Party Service does not imply endorsement, sponsorship, or affiliation by or with the provider of that service. Eternal Me makes no representations or warranties regarding any Third-Party Service and assumes no liability for any issues arising from their use.
  2. This product uses the WealthCounsel API, but it is not endorsed by or affiliated with WealthCounsel.
9. White Label Platform Partners
  1. The following additional terms only apply to Customers who purchase a White Label Platform Partnership ("WL Partners").
  2. Scope of Use. WL Partners may utilize the Eternal Pro Platform as a backend service to power their own branded applications, including the development and operation of multiple frontends or client-facing applications. Eternal Me provides only the backend Platform; WL Partners are solely responsible for the design, development, maintenance, and support of any custom applications or integrations they create.
  3. Support Responsibilities. Eternal Me shall provide technical support only for the backend Platform. WL Partners are responsible for providing first-line support to their own end users and clients, and for resolving any issues arising from their custom code, frontends, or integrations. WL Partners may escalate genuine Platform-related issues to Eternal Me.
  4. Data Security and Compliance. Eternal Me is responsible for security of data stored and transmitted within the Eternal backend Platform. WL Partners are responsible for ensuring that their own applications securely handle authorization and data transfer to and from Eternal APIs and between any third parties. WL Partners bear all liability for any security incident or regulatory violation arising from their custom applications.
  5. API Usage. WL Partners must use Eternal APIs only as intended and subject to any rate limits, quotas, or usage guidelines established by Eternal Me. The Company may suspend or throttle API access if use threatens Platform stability, security, or performance.
  6. Intellectual Property. All rights, title, and interest in and to the Eternal Platform, APIs, and related technology remain with Eternal Me. WL Partners retain ownership of their custom applications, subject to Eternal Me’s underlying intellectual property rights. WL Partners may not reverse-engineer, create derivative works from, or use Eternal technology to develop a competing backend service.
  7. End-User Terms. WL Partners must ensure that their customers and end users agree to the Eternal Universal Terms of Service and Client Services Agreements, or to substantially similar terms approved by Eternal Me. WL Partners may not override or omit any key provisions concerning account ownership, user rights, or data access.
  8. Indemnification. WL Partners agree to indemnify, defend, and hold harmless Eternal Me from and against any claims, damages, losses, or expenses (including reasonable attorneys’ fees) arising out of or related to (a) WL Partner’s custom applications, frontends, or integrations, (b) any representations made by WL Partner to its customers, or (c) any misuse of the Eternal Platform. Nothing in this White Label Platform Partners section creates any additional liability of Company, or any separate or independent right of recovery against Company. All liability of Company, including any liability relating to the backend Platform, remains subject to the warranty disclaimers, exclusions of damages, limitations of liability, and other limitations set out in the UToS.
  9. Pricing and Scaling. WL Partner pricing shall be set forth in a separate order form or agreement and may include limitations on client count, storage, or API usage. WL Partners will be subject to overage fees or additional pricing tiers if usage materially exceeds agreed-upon thresholds.
  10. Branding. WL Partners may white-label Eternal-generated end-user interfaces by applying their branding. WL Partners may freely brand their own custom applications, but must not misrepresent the Eternal backend Platform as WL Partner’s proprietary technology.
  11. Special Terms. Any special terms, including exclusivity, equity arrangements, or discounted pricing (collectively, "WL Partner Perks"), will be documented in a separate addendum, email communucation, or order form. WL Partner Perks are contingent upon WL Partner’s continued active use and good-faith collaboration. Eternal Me reserves the right to revoke such Partner Perks upon thirty (30) days’ written notice if these conditions are not met, in which case standard pricing and terms shall apply.
10. Enhanced Customization and Professional Services
  1. Scope. Company may offer Enhanced Customization and other professional services (collectively, "Professional Services") to Customers holding an active Eternal Pro subscription. Professional Services may include intake questionnaire modifications, conditional logic, workflow configuration, and other customizations agreed between Company and Customer. Professional Services are an add-on to the Eternal Pro service and are not available on a standalone basis.
  2. Active Subscription Required. Customer must hold a valid, paid, and active Eternal Pro subscription at the time of purchase and continuously through delivery. If Customer's subscription lapses, is cancelled, or is suspended or terminated for any reason before delivery is complete, Company may cease work without refund. All Professional Services deliverables reside within the Platform and cease to be available to Customer upon expiration or termination of Customer's subscription, in accordance with the Data Retention and Disposal section of this Agreement.
  3. Scope and Change Control. The scope and deliverables of each engagement are limited to the customizations discussed and agreed in writing between Company and Customer prior to purchase. Written agreement includes email and Eternal Portal support tickets. Any request outside the agreed scope is not included and requires a separate purchase. No delivery date is committed unless Company states one in writing.
  4. Customer Cooperation. Customer shall promptly provide the information, decisions, and approvals Company reasonably requires to perform the Professional Services. Delay caused by Customer does not entitle Customer to any refund or credit. If Customer fails to respond to a request from Company for a period of sixty (60) days, the Professional Services shall be deemed delivered and accepted.
  5. Acceptance. The Limited Warranty section of the UToS applies to Professional Services deliverables. Customer will be deemed to have accepted the deliverables unless Customer notifies Company in writing within thirty (30) days of delivery, and Customer's sole and exclusive remedy for any breach is re-performance by Company at no additional cost.
  6. Ownership. All Professional Services deliverables, including without limitation intake questions, question sets, conditional logic, workflow configurations, templates, scripts, and any other configuration or work product created, modified, or derived in the course of performing the Professional Services (collectively, "Customizations"), are and shall remain the sole and exclusive property of Company, together with all Intellectual Property Rights therein. Customizations form part of the Platform and are made available to Customer solely under the license granted in the UToS and in this Agreement, and under no other right. Nothing in a Professional Services engagement constitutes a work made for hire, an assignment to Customer, or a transfer of any ownership interest to Customer.
    1. Customer Input. Any specification, requirement, sample document, questionnaire, form, or other material Customer submits to Company for the purpose of the Professional Services is a submission governed by the Authority To Contract section of the UToS. Customer retains ownership of its own pre-existing materials. Customer grants Company a non-exclusive, worldwide, royalty-free right to use such material as reasonably necessary to perform the Professional Services. Company does not acquire any right to use Customer Confidential Information, or the personal information of any Client or End User, for product development, marketing, or any other purpose unrelated to the Professional Services. Nothing in this section limits Company’s right to use generalized knowledge, know-how, techniques and experience gained in performing the Professional Services, provided Company does not thereby disclose Customer Confidential Information or any personal information.
    2. No Exclusivity. Customizations are not exclusive to Customer. Company may provide the same or similar customizations to any other Customer, and may incorporate any Customization into the Platform generally, without notice, compensation, or restriction.
  7. Modification and Updates. Company is under no obligation to preserve, maintain, or support any Customization. The Modification to the Products section of the UToS applies to Customizations in full, and a Customization may be changed, superseded, or removed in the course of a Platform Update or otherwise. Restoring or re-creating a Customization following such a change is a new engagement and requires a separate purchase.
  8. Data Handling. In performing the Professional Services, Company personnel access Customer's Platform instance. Such access constitutes a documented processing instruction from Customer for the purposes of the Data Processing Addendum. Company personnel remain prohibited by both policy and technical means from accessing End User Private Data as described in this Agreement.
  9. Fees. Professional Services are billed as a one-time charge, are payable in advance, and are non-refundable in accordance with the Billing and Payment section of the UToS. Professional Services do not renew and do not create a separate Term. The Money Back Guarantee in this Agreement does not apply to Professional Services, and termination of Customer's subscription under that guarantee does not entitle Customer to any refund of Professional Services fees.
11. Miscellaneous
  1. Capitalized terms not defined herein shall have the meanings set forth in the UToS.
  2. In the event of any conflict between this Agreement and the UToS, the terms of this Agreement shall control.

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