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ADAPT provides estate planners and document preparers with a turnkey method of efficiently capturing client input and interview responses and transforming them into custom legal documents. 

  • ADAPT give you the ability to draft documents remotely using a dynamic interview process – 24/7.
  • ADAPT allows you to control your customer’s experience and the flexibility to Capture your client’s key information, objectives and/or have your clients complete dynamic interviews designed to create whatever state legal document(s) are needed.
  • Whatever your preferred workflow, ADAPT’s system is designed to bring together everything you need to draft custom legal documents remotely thru the cloud.
  • And, for less than what many attorney’s charge for a single estate plan, your firm can put a system in place that will allow you to efficiently create an unlimited number of customized wills, trusts and powers each year.

Thorough and Accurate Documents

Create Thorough and Accurate Documents including Wills, Trusts, Powers and more that you can rely on – well-vetted document templates regularly updated to be compliant with state law in all US legal jurisdictions.

Effectively Gather Client Input

Gather information and objectives from your clients via the cloud in a manner designed to support you and your clients preferred workflows.

Dynamic Interviews That Help You Create Custom Solutions

Our interview process adapts to the needs of your client allowing you to create custom solutions without having to worry about the legal accuracy of the drafted documents.

Designed to Support Your Client Workflow

Our solutions allow you to completely control the data input and document design process in creating the documents needed – sharing as little or as much of the data input with your clients and prospects.

QUESTIONS ABOUT A TEMPLATE? ASK OUR EXPERTS.

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