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.
- NEW FEATURE: ADAPT’s new Questionnaire Editor will allow 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!
- MORE DOCUMENT OPTIONS: Now including additional irrevocable trust templates such as GRATs, ILITs, Medicaid Trusts, VA Benefits Trusts, QPRTs, IDGTs, SNTs, Gift Trusts, CRATs, CLATs and more!