• Features

  • State specific Trusts, Wills and Powers Dynamic Templates
  • Supporting Interactive Document Templates for Transfer, Funding and Modifications
  • Special Purpose Trust Templates for Gun Trusts, Realty, and IRAs
  • Irrevocable Trust Templates including Medicaid, Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input Remotely
  • ADAPT's Questionnaire Editor - fully customize your Client Questionnaire.
  • **NEW** Modify existing correspondence templates and/or create brand new ones using the MY TEMPLATES feature
  • Links to Form You Can Embed in Your Website and send via Email
  • Ability to Brand/White Label All Client Facing Pages
  • E-Commerce Supported
  • Practice Activity Reporting

  • EP Drafter

  • $79

    per month*

    plus one time signup fee of $399

  • EP Planner

  • $115

    per month*

    plus one time signup fee of $699

  • EP Professional

  • $134

    per month*

    plus one time signup fee of $899

Estate Planning Instructors/Educators Please Note: ADAPT offers a special edition and pricing for classroom use.  Please contact us directly at support@adaptdocs.com to learn more and to see if your program can qualify.

*Please Note: Pricing above only reflects the monthly licensing charge. Initial Subscriptions are for a one-year term and also include a sign-up fee which will vary depending upon the specific subscription.  You can choose to pay the licensing fee on either a monthly or annual basis for the year. Sign up for a seven-day free trial if you would like to learn more or are otherwise unsure about the subscription as ADAPT has a STRICT NO REFUND POLICY.