Estate planning has changed. Clients today manage more than just physical property—they own digital assets, online accounts, and encrypted investments that need to be accounted for in their plans. Yet most intake processes are still stuck in the past, relying on PDFs, emails, and spreadsheets that slow everything down.
That’s where Eternal Me, now integrated with 8am™ MyCase, comes in. This secure, connected platform modernizes the estate planning intake experience—giving firms and clients one hub for both traditional and digital assets.
What Eternal Me does
Eternal Me replaces fragmented, paper-based intake workflows with an all-in-one digital platform built for modern estate planning.
With the MyCase integration, you can create secure digital estates in just a few clicks—either by launching a new matter in MyCase or importing existing clients directly into Eternal Me Pro. From there, you can collaborate with clients and staff in real time, capture complete data for every asset, and move matters forward faster.
Instead of managing files across multiple tools, everything—forms, reviews, and approvals—lives in one secure hub.
Why it matters for your firm
Estate planning clients expect both convenience and security. They’re managing bank accounts and crypto wallets right alongside family homes and heirlooms. Eternal Me gives firms a single, streamlined way to handle both—while reducing errors and manual back-and-forth.
Here’s what that means for your team:
Simplified intake: Replace PDFs, spreadsheets, and multiple apps with one connected platform that captures everything the first time.
Faster progress: Collaborate with clients and staff in real time to keep matters moving.
Future-ready workflows: Handle traditional and digital assets with the same advanced security standards.
Whether you’re a solo attorney or a small team, Eternal Me helps you deliver the modern client experience that estate planning now demands.
How the integration works
The Eternal Me integration is designed to make your existing MyCase workflows more powerful and connected. With this integration, you can move effortlessly from case management to intake—all without ever leaving your MyCase environment.
Matter sync: Launch a secure digital estate directly from any new MyCase matter. Each estate automatically links to your case file, keeping client and matter information consistent across both platforms.
Client import: Already have clients in MyCase? Instantly import them into Eternal Me to begin intake or update estate details without re-entering data.
Centralized hub: All intake forms, client responses, document reviews, and approvals are organized in one secure, collaborative workspace. This eliminates the need for back-and-forth emails or separate systems to track progress.
No extra logins, no duplicate data entry.Just a secure, connected experience between your case management and intake systems—designed to save time and keep your team aligned.
Get started with Eternal Me
With Eternal Me and MyCase working together, you can modernize your estate planning intake and give clients the confidence that every part of their legacy, physical or digital, is securely protected.
New to MyCase? Get a demo.
Already a customer? Learn more about the Eternal Me integration.