• 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
  • **COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more**COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input RemotelyClient Access to Gather Input Remotely
  • Client Questionnaire for Gathering Client InputClient Questionnaire for Gathering Client Input
  • 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

  • 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
  • **COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input Remotely
  • Client Questionnaire for Gathering Client Input
  • 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

  • EP Planner

  • $115

    per month

  • 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
  • **COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input Remotely
  • Client Questionnaire for Gathering Client Input
  • 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

  • Doc Prep Pro

  • Available Fall 2021

  • 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
  • **COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input Remotely
  • Client Questionnaire for Gathering Client Input
  • 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

  • Available Fall 2021

  • Doc Prep Complete

  • Available Fall 2021

  • 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
  • **COMING SOON** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more
  • Client Access to Gather Input Remotely
  • Client Questionnaire for Gathering Client Input
  • 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

  • Available Fall 2021

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