Turn Estate Planning Intake into a Living Client Record with Lawcus + Eternal Pro

If you’re using Lawcus to run your firm, you already care about keeping things organized, efficient, and client-friendly. 

But when it comes to intake, most workflows still break down after the first step. 

Clients fill out a form with asset details once. You clean it up, move it into Lawcus, and move on. 

And then… it starts to go stale. 

According to Legacy Assurance Plan, over 90% of estate plans become outdated within five years. And once you factor in digital assets, that expiration date shows up even sooner. So most people either have no plan or have one that no longer reflects their assets, wishes, or reality. 

That’s exactly what the new Eternal Pro integration is built to fix. From “Intake Form” to “Living Estate” 

The problem isn’t just intake. It’s what happens after.  Most firms treat intake like a one-time event. 

• Fill out the form 
• Clean it up 
• Get it into your system 

But estate planning doesn’t work like that.  Clients’ lives are ever evolving. They move out of state. Accounts get opened and closed. Beneficiaries shift.

Instead of treating intake like a one-and-done form, Eternal Pro turns it into a living inventory of your client’s estate. 

Clients don’t just fill something out once. They have a system to make incremental updates that stay organized and structured. When they hit “Submit,” your firm gets notified that it’s time to update the plan. 

And because it’s connected to Lawcus, that information doesn’t live in a silo. How the Lawcus x Eternal Pro Integration Works. Here’s the simple version.

From there, clients complete their estate in a guided, step-by-step experience. They can update it anytime as things change. You push that data directly back into Lawcus when needed. 

What This Unlocks for Your Firm 

1. No more “start over” intake 

When something changes, clients update what’s already there. You’re not sending a brand new form every time.

2. Cleaner, more usable data 

Because updates are incremental, you’re not constantly fixing incomplete or outdated information. 

3. Less admin work 

No chasing clients. No re-entering data. No piecing together updates from emails and PDFs. 

4. A system that actually stays current 

Instead of a snapshot in time, you now have a living record that evolves with your client. 

Plug Into Your Workflow (Without Disrupting It) 

Once the integration is set up, Lawcus continues to run your matters, contacts, and workflows. 

Eternal Pro handles the part that’s always been messy: getting clean data from clients and keeping it updated over time. Together, they give you a system that actually reflects how estate planning works in the real world. 

Most intake systems are built for a moment in time. Eternal Pro is built for everything that happens after that moment.  And when it’s connected to Lawcus, that living estate data becomes something you can actually use, not just store. 

Bonus: Lawcus users get 15% off any annual Eternal Pro plan with the promo code LAWCUSFIRM.