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Eternal Pro vs. DecisionVault
Last updated: October 12, 2026
Estate planning attorneys today know that client intake can be one of the most time-consuming, error-prone parts of the practice. That is why firms are increasingly scouting the best technology on the market to help streamline this process. Two of the most widely discussed platforms in this space are Eternal Pro and DecisionVault.
How They Are Similar
- Built specifically for Estate Planning attorneys
- Streamlined Client Intake replacing paper forms and PDFs
- Integrations with WealthCounsel, Clio, Lawmatics, 8am MyCase, & more
However, these are now table stakes for estate planning tech. What ultimately matters is how much these tech providers protect client data, elevate user experience, and support every type of asset. Now, let us look at where these two platforms diverge.
1. One Question at a Time
Eternal Pro
Clients answer one question at a time, in plain language, on any device. It is simply easier, and our own data shows it: clients finish faster and are happier with the experience, and estate planners get better, more complete data sooner.
DecisionVault
Section-based forms that show several questions on each screen. Reviewers describe navigation as "clunky". Source
"Navigating through the various sections and options could be made easier, as it sometimes feels a bit clunky."
Why this matters: Easier for clients means better data, faster, with less chasing and handholding from your team.
2. Built for the Life of the Client
Eternal Pro
Intake is only the start. Clients return to their dashboard to keep their Living Inventory current and to submit life updates for their planner to review, which supports care and maintenance programs and brings in billable plan-update work.
DecisionVault
Built around the initial intake. Clients can edit until the firm locks the questionnaire, but there are no life-update reviews and no emergency access tools. Source
Why this matters: Life changes after the plan is signed. Eternal Pro tells you when it does, so the plan stays current and the client relationship continues.
3. The Whole Estate, Including Digital
Eternal Pro
Traditional and digital assets in one inventory. Clients can easily import bank info & balances, or manually enter. And the Legacy Manager feature transfers the digital estate - smartphones, email and crypto - to the fiduciary, using a RUFADAA-friendly approach.
DecisionVault
Traditional assets, typed in by hand. No account import, and no built-in way to hand digital assets to a fiduciary. Source
Why this matters: Most estates now include a phone, an email account and often crypto. Eternal Pro collects them securely, and gets them to the right person.
4. Pricing
Eternal Pro
Standard is $165 a month with 3 staff seats and Premium is $249 a month with 6, both billed annually, and both include unlimited clients and unlimited matters.
DecisionVault
Priced by new matters started each month. Billed annually, it is $83 a month for up to 10 new matters or $165 for 30. Billed monthly, it runs from $99 for 10 matters to $899 for 250. Enterprise is quoted separately, and a firm that consistently goes over its limit is moved up a tier. Source
Why this matters: For the same $165, DecisionVault caps a firm at 30 new matters a month. Eternal Pro does not cap them at all, so a busy month is good news rather than a bigger bill.
5. AI and MCP
Eternal Pro
Comprehensive. The Eternal Pro MCP integration with Claude reaches the entire configuration surface - intake questions, intake profiles, templates, document designs, settings and more - so an administrator can set up and refine the whole platform in plain English.
DecisionVault
Limited. A beta MCP server that manages matters: create one, list them, check progress, and change the name, meeting date or stage. Client data is off by default, and none of its listed actions configure questionnaires. Source
Why this matters: AI is only useful if it can do the work. Eternal Pro lets it configure the whole platform, not just look up matters.
6. Security
Eternal Pro
SOC 2 Type 2 certified and HIPAA compliant, with distributed cold storage for asset instructions, credentials, and keys - encrypted and isolated until retrieval.
DecisionVault
Encrypted US cloud hosting and a SOC 2 Type II audit. No HIPAA compliance claim. Source
Why this matters: Once data is collected, it needs to be protected, sometimes for decades. Cold storage is better suited for long-term use.
7. Multilingual Support
Eternal Pro
Full Spanish (es-MX) client experience. Your firm sets the default language and each client can switch at any time.
DecisionVault
English only. Firms can enter Spanish questions, but the interface stays English.
Why this matters: Many clients are more comfortable in Spanish. Eternal Pro lets them complete intake in the language they prefer, with no translating for your team.
8. International Access
Eternal Pro
Canadian edition with data at rest in AWS Canada (Central), set up automatically for Canadian firms. Canadian terminology throughout. See the Canada-Specific Terms.
DecisionVault
US-hosted. No Canadian data residency and no localization.
Why this matters: Canadian firms get Canadian terminology and data that stays in Canada, set up automatically.
Eternal Pro vs. DecisionVault Chart
| Feature | Eternal Pro | DecisionVault |
|---|---|---|
| One Question at a Time | Yes | No |
| Client Life Updates for Planner Review | Yes | No |
| Optional Bank Account Import | Yes | No |
| Digital Estate Transfer to Fiduciaries (RUFADAA) | Yes | No |
| Plan Designer | Yes | Exported summary document Source |
| Matter Board (Kanban) | Yes | Stage list only (beta) Source |
| Dynamic Form Builder | Yes | Yes |
| Ready to use Intake | Yes | Yes |
| Centralized Collaboration | Yes | Yes |
| Data Storage & Retrieval | Distributed Cold Storage | Standard Cloud Storage |
| Traditional Asset Coverage | Yes | Yes |
| Digital Asset Coverage | Yes | No |
| Emergency Access Tools | Yes | No |
| Integrations | Yes | Yes |
| User Integrations | Plaid, 1Password, Chrome, Safari, & more | No |
| AI Capabilities | Comprehensive: full platform configuration via Claude MCP | Limited: beta MCP, matters only Source |
| Spanish Language Interface | Yes Full client experience | No English only |
| Canadian Data Residency | Yes AWS Canada (Central) | No US hosted |
| Pricing Model | Unlimited clients and matters, 3 or 6 seats | Tiered by new matters per month Source |
Eternal Pro vs. DecisionVault: Which One is Better?
Estate planning is evolving, and practitioners deserve technology that evolves with them. If your firm just needs a basic intake form, both platforms deliver. But if you want clients who finish, better data sooner, a relationship that lasts beyond the intake, the whole digital estate covered, and pricing that does not climb with your caseload, Eternal Pro is the clear choice.
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