Eternal Pro Reviews
Eternal Pro is best for small to mid-sized estate planning firms that need more than static intake and want to modernize how they manage client…
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Review summary
Based on expert research and editorial evaluation
Eternal Pro is best for small to mid-sized estate planning firms that need more than static intake and want to modernize how they manage client information long term.
Eternal Pro isn’t just an intake system. It’s a living asset inventory designed specifically for estate planning. While many tools stop at collecting data once, Eternal Pro is built around the reality that client information, especially digital assets, changes constantly. The result is a platform that supports intake, secure storage, and ongoing updates in one system. It also includes a thoughtfully designed Emergency Card feature that sets it apart from traditional intake solutions, giving clients a simple, real-world way to connect loved ones and emergency personnel to their important legal and healthcare documents when it matters most.
Pros:
● Living Inventory Model: Unlike traditional intake platforms, Eternal Pro allows assets to be added, updated, or modified without resending an entire intake packet. Clients’ digital and traditional assets remain current over time.
● Digital Asset Support: Crypto, online accounts, password-protected assets, domain names, NFTs, you name it. Eternal Pro leads the category for digital estates.
● Cold Storage Security: Credentials and digital keys can be stored safely long-term in Cold Storage, addressing one of the biggest gaps in estate planning.
● Emergency Cards: Clients receive wallet cards directing fiduciaries to their secure inventory, bridging the gap between planning and real-world accessibility.
● Consolidation Advantage: Firms can replace both a standalone intake solution and a document storage or advance directive service (like DocuBank) with Eternal Pro. Intake, secure storage, and access tools live in one platform.
● Data Reuse & Workflow Efficiency: Structured intake reduces data re-entry and integrates into firm workflows, saving staff time while improving accuracy.
● Client Experience Differentiation: Offering a living digital asset system elevates your firm’s perceived sophistication and modernity.
Cons:
● Not a Full Practice Management System: Eternal Pro is not designed to replace your CRM, billing, or full matter management software. Firms will still rely on Clio, MyCase, Lawmatics, or similar platforms for broader practice management.
● Workflow Adoption: To fully benefit from the living inventory model, firms incorporate into their ongoing client lifecycle, instead of as a one-time intake.
Reasons for switching to Eternal Pro:
If you simply need static intake forms, there are cheaper options. If you want a system that handles digital assets securely, allows ongoing updates, replaces multiple legacy tools, and differentiates your firm in a competitive estate planning market, Eternal Pro operates in a different category. It’s bigger than just intake. Think of it more as infrastructure for the digital estate.
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Headquarters:
New York, USA•
Product Name:
Eternal Pro•
Product Tagline:
Estate Planning Intake Made Simple•
Product Pricing:
Flat-Fee ($165-$549/month)•
Security Compliance:
SOC 2 Type II, 256-bit encryption•
Mobile Access:
Mobile-Responsive Web App•
Industry Recognitions:
N/A•
Employees:
Small to Mid-Sized Firms•
Data Storage:
Cloud (AWS), Distributed Cold Storage•
Documentation Available:
Knowledge Base, Tutorial Videos, FAQs•
Support Available:
Email, Phone, Live Chat•