ADAPT provides users with all of the will, trust and power content needed to completely draft most estate plans. Based on the widely used Fore! Trust Software templates, it contains all the content available in the Fore! Trust software basic package. With ADAPT’s EP Professional solution users will find all of the Irrevocable Trust documents that Fore! Trust Irrevocable Trust package contained. All will be kept up to date and with additional legal content to be added on a regular basis.
ADAPT’s solutions provides all or some of the following additional benefits:
- Cloud-based client intake process that can be accessed by prospects thru your website or driven thru links sent out to clients via email.
- A straightforward client questionnaire that allows your clients to register and complete an estate planning questionnaire designed to make it more efficient for you to review client needs and efficiently complete their documents.
- Fully customizable client facing registration and online questionnaire to meet your firms needs.
- Accessible 24/7 through the internet so that you or your staff can prepare and review documents anywhere, anyplace, and anytime.
- Simple to maintain and keep current – since its cloud based ADAPT updates the software for you. You do not have to worry about downloading and installing new updates anymore at no additional cost.