Eternal Pro

Eternal Pro is a modern digital estate planning platform that helps your clients securely inventory all their assets — traditional and digital — and prepare for the future with clarity and ease. From bank accounts, real estate, and personal property to crypto, NFTs, and online accounts, Eternal Pro ensures no asset gets lost or overlooked. With Eternal Pro, you can enhance your role as a trusted advisor, deepen client relationships, and streamline your estate planning process.

Key Features:

• Easy Asset Entry
  Allow your clients to import or manually enter their assets in minutes, helping them build a complete and accurate asset inventory that can be updated anytime.
• Personalized Legacy Manager
  Let your clients designate trusted individuals as Legacy Managers, which determines who can access what when the client dies.
• Instant Document Generation
  Create Personal Property Memorandums, Codicils, or Asset Schedules to attach to your clients' wills or trusts.
• Secure Online Vault
  Provide your clients with a secure cloud-based storage system for all of their important documents. 
• Eternal Life Card
  Equip your clients with a physical wallet card featuring a QR code that provides emergency access to their Living Will, Health Care Power of Attorney, Emergency Contacts, Primary Care Physician Info, and Allergies & Medical Conditions.

Special Offer for NAEPC Members: Use code NAEPC20 to receive 20% off an annual Eternal Pro plan at www.eternal.me/pro. 

Please log into our members-only area for special pricing and ordering links.