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What is Eternal Pro?
Eternal Pro is a cutting-edge, cloud-based platform tailored for estate-planning professionals, streamlining the intake process for both traditional and digital assets while fostering effective teamwork among attorneys, their staff, and clients, all while ensuring real-time synchronization with practice-management tools. By eliminating outdated paper forms, PDFs, and chaotic email threads, this software creates a centralized hub where customizable questionnaires can be swiftly adjusted, enabling real-time editing for both clients and team members. Furthermore, it boasts a detailed asset inventory that encompasses a wide range of holdings, from real estate to cryptocurrencies, and incorporates robust cold-storage solutions to safeguard sensitive data. With direct integration options for well-known platforms like Clio, Lawmatics, and MyCase, alongside access to over 9,000 other applications via Zapier, it guarantees a smooth data flow for each client case, minimizing the chances of duplicate entries or human errors. This forward-thinking solution not only streamlines the estate-planning workflow but also significantly boosts productivity and precision for industry professionals, making it an invaluable tool in today's fast-paced legal environment. In essence, Eternal Pro revolutionizes how estate-planning experts manage their cases, paving the way for enhanced efficiency and client satisfaction.
Integrations Supported
1Password
Clio
Google Chrome
Lawmatics
MyCaseRecords
Safari
Zapier
Integrations Supported
1Password
Clio
Google Chrome
Lawmatics
MyCaseRecords
Safari
Zapier
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Luminary
Date Founded
2022
Company Location
United States
Company Website
www.withluminary.com
Company Facts
Organization Name
Eternal Pro
Date Founded
2023
Company Location
United States
Company Website
eternal.me/