• 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.

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.  Fore! Trust subscribers who wish to include the Irrevocable Trust content they had in Fore! Trust software along with the “Trusts and Wills” will need to choose ADAPT’s EP Professional product.

*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.