Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

The family oversees one or more active enterprises and typically maintains commercial real estate to bolster its business activities, while also holding passive stakes in related ventures, managing inter-company loans and guarantees, and acquiring valuable personal assets such as art and automobiles. Following the passing of the family's wealth creator, the legacy holdings are now under the stewardship of the second generation, whose members have utilized the family's resources to establish their own businesses and pursue personal investment interests. An extensive estate plan is in place to ensure benefits for the third generation and beyond, reflecting a commitment to long-term wealth preservation. The management of the family foundation now requires greater attention compared to the first generation. The family's wealth, which was amassed through a significant liquidity event, is strategically placed in various trusts benefiting children and grandchildren, while the family opts to invest its cash in a well-diversified portfolio that prioritizes both direct and alternative investment opportunities. As the family evolves, the focus on strategic growth and investment diversification continues to shape its financial landscape.

Description

Eternal Pro is a modern, cloud-driven platform designed specifically for estate-planning experts, facilitating the efficient intake of both conventional and digital assets while promoting effective collaboration among attorneys, their teams, and clients, alongside real-time integration with practice-management systems. By replacing cumbersome paper forms, PDFs, and disorganized emails with a centralized hub, the software allows for customizable questionnaires that can be modified on the fly, along with real-time form editing capabilities for both clients and staff. Additionally, it provides a comprehensive asset inventory that includes everything from real estate to cryptocurrency wallets, as well as secure cold-storage technology to protect highly sensitive information. With direct integration capabilities to popular tools such as Clio, Lawmatics, MyCase, and access to over 9,000 additional applications through Zapier, it ensures seamless data flow for every client case without the risks of duplicate entries or human errors. This innovative approach not only simplifies the estate-planning process but also enhances overall productivity and accuracy for professionals in the field.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

1Password No 
Clio No 
Google Chrome No 
Lawmatics No 
MyCaseRecords No 
Safari No 
Zapier No 

Integrations

1Password Yes 
Clio Yes 
Google Chrome Yes 
Lawmatics Yes 
MyCaseRecords Yes 
Safari Yes 
Zapier Yes 

Pricing Details

$2000.00/year
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Complex Interests

Founded

2012

Country

United States

Website

complexinterests.com

Vendor Details

Company Name

Eternal Pro

Founded

2023

Country

United States

Website

eternal.me/

Product Features

Product Features

Alternatives

Alternatives

FamilyWealthGuru Reviews

FamilyWealthGuru

FACT Software Group