What is Eternal Me?
Eternal Me is an estate planning intake platform that integrates with MyCase, replacing traditional PDF and email-based workflows with a secure, centralized hub for managing both traditional and digital assets.
This integration allows law firms to create secure digital estates directly from MyCase matters, import existing MyCase clients, and collaborate in real-time with clients and staff.
How Does it Work?
The integration of Eternal Me and MyCase offers a seamless workflow for estate planning firms, addressing common pain points like scattered tools, growing complexity with digital assets, and time lost chasing incomplete information.
With Eternal Me and MyCase, you can:
Secure Digital Estates: Launch new matters in MyCase or import clients directly into Eternal Me to create secure digital estates in a few clicks.
Real-Time Collaboration: Facilitate real-time collaboration between clients and staff on intake forms, reviews, and approvals, accelerating case progress.
Comprehensive Data Capture: Capture complete data for both traditional and digital assets within a single, secure platform.
Simplified Intake: Replace PDFs, spreadsheets, and multiple applications with one connected platform that ensures all necessary information is captured the first time.
Future-Ready Practice: Handle the complexities of digital assets with advanced security, ensuring your practice is equipped for modern estate planning needs.
No Matter Limits: Eternal Me offers unlimited matters, providing flexibility for growing firms.
How do I integrate Eternal Me with MyCase?
To get started, visit Eternal Me here.