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Eternal Pro + WealthCounsel
Seamless Syncing. Streamlined Intake. Smarter Estate Planning.
Connect Eternal Pro and WealthCounsel to easily synchronize Client Contacts, Intake, and Matter data.
Why Integrate Eternal Pro with WealthCounsel?
No more toggling between systems. No more double entry. No more hunting down missing details. Just a smooth, secure estate planning experience from intake to drafting.
Bidirectional Contact Sync
Keep client contact data in sync between WealthCounsel and Eternal Pro.
Matter Sync
Move quickly from intake to drafting with matters synced both ways.
Collaborative Intake
Collaborate in real-time with paralegals and clients directly via Eternal Pro.
Enhanced Client Experience
Deliver a smooth, secure onboarding experience that reflects the professionalism of your firm.
How the WealthCounsel Integration Works
- Login to Eternal Pro and connect your WealthCounsel account
- Securely synchronize Contacts between Eternal Pro and WealthCounsel
- Or, send new intake links directly to existing Contacts in WealthCounsel
Ready to Connect?
Together, Eternal Pro + WealthCounsel make estate planning easier and more secure than ever.
Ready to upgrade your intake, and deliver better client outcomes?
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