ADAPT provides estate planning professionals with an easy-to-use solution for efficiently gathering client input and interview responses, and turn into custom legal documents. 

  • 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 they take into account your state’s laws.
  • ADAPT’s Client Questionnaire feature gives you the flexibility to capture and document your client’s key information and objectives all via the cloud.  ADAPT’s Questionnaire Editor allows for complete control of your customer experience – so you’ll be able to reword, remove and/or add new questions for a totally customizable solution for your practice!
  • ADAPT’s EP Professional solution offers a wide range of additional irrevocable trust templates for use in more advanced estate planning. Additional templates include GRATs, ILITs, Medicaid Trusts, VA Benefits Trusts, QPRTs, IDGTs, SNTs, Gift Trusts, CRATs, CLATs and more!
  • ADAPT now allows you to modify and/or create your own correspondence templates. Easily modify existing correspondence-related templates leveraging existing system variables or create your own templates using existing variables.
  • NEW FEATURE: Clio users can now import client data directly from Clio into ADAPT solutions and vice versa.  Clio integration is available with either ADAPT’s EP Planner or EP Professional solutions.

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.