ADAPT provides Estate Planning Professionals with an easy-to-use solution for efficiently gathering client input and interview responses, and turning them into custom legal documents.
- Built off the extensive Fore! Trust software legal templates that have been in use for over 20 years, ADAPT gives you the ability to draft legal documents remotely through the cloud using a dynamic interview process – 24/7.
- With ADAPT you can have your clients respond to questionnaires or even complete dynamic interviews designed to create whatever legal document(s) are needed – confident that they take into account your state’s laws.
- ADAPT’s customizable Client Questionnaire feature gives you the flexibility to capture and document your client’s key information and objectives all via the cloud.
- ADAPT’s EP Professional solution offers a wide range of additional irrevocable trust templates for use in more advanced estate planning including GRATs, ILITs, Medicaid Trusts, QPRTs, IDGTs, SNTs, Gift Trusts, CRATs, CLATS and more!