Eternal Pro is the client lifecycle platform trusted by top estate planning firms. We capture clean, structured intake data, remind clients to keep their info current, then flag life changes so you can re-engage clients and grow recurring revenue. Direct integrations with WealthCounsel, Clio, 8am MyCase, Lawmatics, and more. If you'd like to see Eternal Pro in action, schedule a demo here: https://cal.com/team/eternal-pro/demo?overlayCalendar=true
| Website | https://eternal.me |
| Employees | 5 (2 on RocketReach) |
| Founded | 2023 |
| Industry | Information Services |
| Keywords | Estate Administration Software, Estate Planning Software, Digital Asset Management, Digital Asset Organization, Probate Software, Family Office Technology, Financial Planning Software, Trust And Estate Software, Legal Tech Solutions, Online Estate Planning, Wealth Management Software, Will Preparation Software, Asset Management Software |
Looking for a particular Stealth Mode Startup employee's phone or email?
Stealth Mode Startup Questions
Richard Zack is the Founder of Stealth Mode Startup.
2 people are employed at Stealth Mode Startup.
Stealth Mode Startup is based in Yorktown Heights, New York.
Top Stealth Mode Startup Employees
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Richard Zack
Founder at Stealth Mode Startup
New York, NY, US14
