Depending upon your ADAPT subscription the following document sets are provided and, if you would like to implement thru a website, can be offered and priced separately on your site giving you the ability to deliver a wide range of packaging and service options. Within cloud-based solution you are in control of the pricing and services that you offer to your clients. Clients do not have immediate access to their completed documents. You also have the ability to choose how the clients documents are delivered to them.
You can provide clients with a client interview designed for use with a number of different Document Packages that are available across our cloud-based solutions. You can choose to offer and price each Document Package independently either for an individual or a couple – giving you maximum flexibility over how you chose to manage your drafting services. Also, you have direct access to a number of additional document templates that are essential in a Wills and Trusts/Estate Planning practice.
† These documents are not available in EP Drafter solution.
*Individual packages are used to create one set of forms (whether it’s for a will, trust, etc.) whereas the married packages create parallel or reciprocal sets of forms that can be independently modified.
** The powers package is a combined package that allows users to produce a state specific version of any or all of the following: General Power of Attorney, Health Care Power of Attorney and Living Will, Stand-alone HIPPA Waiver and Final Disposition Instructions Forms.
***Irrevocable Trust Documents – COMING SOON! in EP Professional