Eternal Pro: Estate Planning Client Intake
Turn estate planning intake into recurring revenue.
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Description
Eternal Pro connects directly with Smokeball to make estate planning intake faster and easier. Once clients complete the intake questionnaire in Eternal Pro, you can automatically sync contacts, matter data, and completed intake files directly to Smokeball. This reduces manual data entry and keeps client information organized and up-to-date.
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Features
Guided Client Questionnaires
Create as many customizable questionnaires as you want. Walk clients through the intake process one question at a time. Capture all of the information you need to create an estate plan.
Digital Asset Support
Collect info on smartphones, email, crypto, and other digital assets. Store PINs and keys in a distributed cold storage vault. Transfer to designated fiduciaries or family members when needed.
Living Inventory
Automatically remind clients to keep their estate information up to date. When they make any major changes in their client portal, your firm is automatically notified.
Encrypted Vault
Securely store completed estate planning documents in an encrypted vault accessible only to you and your client.
Plan Designer
Turn captured client data into a plan, then send selections to clients for review and approval.
Emergency Cards
Give clients and their loved ones instant access to critical information when it matters most. Emergency Cards display key details at a glance and link securely to the client’s Emergency Profile, including important documents like a Living Will and Healthcare POA. Save to Apple or Google Wallet.
Integration Diagrams
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Matter Data
Matter Data
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Intake Data
Intake Data