ADAPT is announcing our PALS Online Customer Referral Program. We want to reward you by helping us promote ADAPT’s cloud-based solutions.  Our referral program is designed to provide an incentive for you by recommending ADAPT to your colleagues.
How does it work?
  • Point a colleague who is interested in doing online estate planning work and have them reach out to our support staff for a promotional code.
  • They will receive one month free as part of their subscription.
  • You as the referrer will receive two months free as our way of saying thank you for your support.
You can find our specific referral program terms and conditions below. While there is currently no end date on this program, ADAPT reserves the right to modify the terms and conditions of this program going forward.

ADAPT PALS Referral Program – Terms & Conditions

As a Referral Program Participant (a “Referrer”), you are subject to ADAPT’s Terms of Use and Privacy Policy, as well as the following additional Terms and Conditions for the Referral Program


A Qualified referral is defined as a purchase made at by a person (a “Referred Customer”) who arrives at our website and enters the necessary code and information and purchases a product on our system.  You are limited to one qualified referral for each referred customer.  In other words, additional/repeat purchases made by the referred customer beyond the initial purchase do not count as qualified referrals.


The Referred Customer and the Referrer cannot be the same person. The Referred Customer must have a different email address, along with different billing and shipping address from the referrer.


For you to receive a referral award, the customer must purchase the product, provide the appropriate referral code and indicate the referral source at the time of the initial order.


Referrals are credits for free months of your current subscription.    Referral credits have no independent cash value and may not be transferred to other customers or prospects.


Eligibility is limited to individuals only.  ADAPT’s referral program is expressly for individuals or authorized representatives for current business customers only and cannot be used by businesses for affiliate lead generation as determined by ADAPT’s sole discretion.


In securing a referral under this program, you must comply with all “SPAM” laws. For example, emails must be created and distributed in a personal manner and bulk email distribution is strongly discouraged.  Any distribution of any program links or referral codes that could constitute unsolicited commercial email or “SPAM” under any applicable law or regulation is specifically prohibited.