Features
- State specific Trusts, Wills and Powers Dynamic TemplatesState specific Trusts, Wills and Powers Dynamic Templates
- Supporting Interactive Document Templates for Transfer, Funding and ModificationsSupporting Interactive Document Templates for Transfer, Funding and Modifications
- Special Purpose Trust Templates for Gun Trusts, Realty, and IRAsSpecial Purpose Trust Templates for Gun Trusts, Realty, and IRAs
- **NEW** Irrevocable Trust Templates including Medicaid, Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more**NEW** Irrevocable Trust Templates including Medicaid, Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
- Client Access to Gather Input RemotelyClient Access to Gather Input Remotely
- ADAPT's Questionnaire Editor - fully customize your Client Questionnaire.ADAPT's Questionnaire Editor - fully customize your Client Questionnaire.
- DIY Client Interviews for Trust, Will and Power EngagementsDIY Client Interviews for Trust, Will and Power Engagements
- Links to Form You Can Embed in Your Website and send via EmailLinks to Form You Can Embed in Your Website and send via Email
- Ability to Brand/White Label All Client Facing PagesAbility to Brand/White Label All Client Facing Pages
- E-Commerce SupportedE-Commerce Supported
- Practice Activity ReportingPractice Activity Reporting
- Complete Custom WebsiteComplete Custom Website
EP Drafter
$79
per month*
plus one time signup fee of $399
- 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
- **NEW** 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.
- DIY Client Interviews for Trust, Will and Power Engagements
- 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
- Complete Custom Website
- LEARN MORE
EP Planner
$115
per month*
plus one time signup fee of $699
- 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
- **NEW** 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.
- DIY Client Interviews for Trust, Will and Power Engagements
- 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
- Complete Custom Website
- LEARN MORE
EP Professional
$134
per month*
plus one time signup fee of $899
- 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
- **NEW** 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.
- DIY Client Interviews for Trust, Will and Power Engagements
- 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
- Complete Custom Website
- LEARN MORE
Note: Current Fore! Trust subscribers will get access to any content they currently license in the Trusts and Wills module as part of whichever Adapt Solution they choose
*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.