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Eternal Pro Logo

Estate planning & asset management platform

Table of Contents

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Eternal Pro - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Eternal Pro overview

What is Eternal Pro?

Eternal Pro is an intake platform for estate attorneys that automates the collection of client information and asset documentation for estate planning purposes. The system supports both conventional asset records and digital asset inventories within a centralized environment. It addresses the evolving requirements of legal professionals preparing for increasingly digital estates and anticipated regulatory changes by the year two thousand twenty six.

The platform provides a centralized collaboration hub that replaces paper forms, PDFs, and email chains with real time interaction among attorneys, paralegals, and clients. Its comprehensive intake questionnaire arrives pre configured yet remains fully customizable, enabling law firms to tailor forms to specific workflows within minutes. Advanced security measures combine offline technology and decades of archival practice to store client data in a cold storage environment that exceeds the protections offered by typical online tools.

A single fixed fee model grants access to an unrestricted number of matters and allows creation of an unrestricted number of digital estates without hidden charges. Integration capabilities connect the platform with major legal technology systems such as Clio for customer relationship management and document handling, Lawmatics for client and marketing automation, and MyCase for practice management. Additional connectivity through Zapier extends integration to thousands of applications, reducing manual data entry and ensuring continuity across business processes.

The platform accommodates a wide range of asset types, from real estate holdings to cryptocurrency wallets, ensuring secure and seamless intake for diverse client portfolios. Client feedback highlights time savings of several hours per matter, more rapid completion of estate plans, improved client engagement, and reduced liability through systematic error reduction. The software maintains oversight of the intake process, minimizes duplication of effort, and safeguards against missing or overlooked assets.

Starting price

165flat rate /
per month

Alternatives

with better value for money

Eternal Pro’s user interface

Ease of use rating:

Eternal Pro reviews

Overall rating

5.0

/5

2

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

2

0

0

0

0

Eternal Pro's key features

Most critical features, based on insights from Eternal Pro users:

Client portal
Workflow management

All Eternal Pro features

Features rating:

Access controls/permissions
Activity dashboard
API
Client management
Client portal
Communication management
Contract/License management
Customizable templates
Data import/export
Document management
Reporting & statistics
SSL security
Third-Party integrations
Workflow management

Eternal Pro alternatives

Eternal Pro logo

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Per month

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Eternal Pro pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Eternal Pro - Sandbox

0.00

Features included:

  • Includes three (3) admin seats
  • Customizable estate intake questionnaire & inventory
  • Centralized Collaboration

Eternal Pro - Solo

165

Per month

Features included:

  • Unlimited matters
  • Includes 1 admin seat with all features
  • Same feature set as the Sandbox plan (intake forms, collaboration, integrations, security, emergency cards, guarantee)

Eternal Pro - Standard

249

Per month

Features included:

  • Unlimited matters
  • Includes 2 admin seats with all features
  • Same feature set as the Sandbox plan

Eternal Pro - Premium

549

Per month

Features included:

  • Unlimited matters
  • Includes 5 admin seats with all features
  • Same feature set as the Sandbox plan

User opinions about Eternal Pro price and value

Value for money rating:

Eternal Pro integrations (12)

Integrations rated by users

We looked at 2 user reviews to identify which products are mentioned as Eternal Pro integrations and how users feel about them.

Clio logo
Clio

Integration rating: 5.0 (1)

Not perfect, but it really does work great and takes on a lot of the typical manual work off of us

Verified reviewer profile picture

Cayla F.

Paralegal

Eternal Pro support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Knowledge Base
FAQs/Forum
Phone Support
Chat
24/7 (Live rep)

Training options

Documentation
Videos
In Person
Live Online
Webinars

Eternal Pro FAQs

Q. Who are the typical users of Eternal Pro?

Eternal Pro has the following typical customers:
Freelancers, Small Business, Mid-size Business

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Q. What level of support does Eternal Pro offer?

Eternal Pro offers the following support options:
Email/Help Desk, Knowledge Base, FAQs/Forum, Phone Support, Chat, 24/7 (Live rep)

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