We're excited to announce a new integration between Trustate and Eternal Pro, giving estate planning firms a more connected way to move from client intake to estate planning and funding.

Eternal Pro helps firms collect and maintain a detailed picture of their clients' lives, from family information and beneficiaries to financial accounts, real estate, and other assets. Trustate helps firms put that information to work across estate planning, document generation, trust funding, and more.

Now, the two platforms work together to help bridge the gap.

From Intake to Trustate, Without the Double Entry

When a client completes their intake in Eternal Pro, your firm can send that matter directly into Trustate with a single export.

Instead of manually re-entering client details and financial information, the integration transfers structured data into Trustate, helping your team move forward with the information already collected.

Here's what that means for your workflow:

• Client matters transfer directly into Trustate. Create a matter from the information collected in Eternal Pro.
• Client and related contact information comes along. Names, contact details, family relationships, beneficiaries, and other relevant information transfer with the matter.
• Assets and liabilities arrive as structured data. Financial accounts, real estate, businesses, insurance, and other assets transfer with their recorded values and ownership information. Debts, mortgages, and loans are recorded separately as liabilities.
• Updates don't have to mean duplicate records. Re-exporting the same matter updates its existing Trustate record rather than creating another copy.

The result? Less duplicate data entry, fewer opportunities for transcription errors, and a more connected workflow from intake through planning and funding.

Make More of Every Client Relationship

Trusts & estates shouldn't be a one-and-done interaction.

As clients acquire assets, experience life changes, and update their estate plans, firms have opportunities to provide ongoing guidance and services. Eternal Pro helps firms maintain those client relationships over time, while Trustate supports the planning and funding work that can follow.

Together, the platforms help firms connect the information they collect with the services they deliver.

Turn estate intake into a recurring revenue engine. Send matters directly into Trustate.

It's one more way to build a practice that serves clients beyond the initial plan, while making better use of the technology and workflows you already have.

A Partnership That Moves Estate Planning Forward

At Trustate, we believe technology should work together to make life easier for estate planning professionals. That means reducing disconnected workflows, cutting down on repetitive administrative work, and giving firms more room to focus on their clients.

We're thrilled to partner with Eternal Pro to make that possible. By connecting client intake with Trustate's estate planning, funding, and administration workflows, we're helping firms take another step toward a more streamlined, connected practice.

And this is what better legal technology should look like: tools that work together so your team can spend less time moving information around and more time putting it to work.

Ready to Connect Eternal Pro and Trustate?

If your firm uses Eternal Pro for estate intake and Trustate for estate planning and funding, you can start connecting your workflows today.

Learn how to sync client data from Eternal Pro to Trustate →

Explore Trustate's integrations to see how Trustate fits into your firm's technology stack.