EP Professional

ADAPT’s EP Professional is designed for leading estate planning professionals wishing to deliver a broader range of more sophisticated estate planning solutions and work with their prospects and clients effectively through the cloud.  It’s a great solution for an estate planning professional who wants to be able to have access to the full range of ADAPT’s customizable documents in their practice yet still wants to be able to efficiently gather information from clients remotely.

Key features of the EP Professional include

  • All Revocable and Irrevocable Trust Templates
  • Specific Purpose Trust Templates (including Gun Trust, IRA Beneficiary Trust and Realty Trusts)
  • Irrevocable Trust Templates including – Medicaid/VA Benefits Planning Trusts, Miller Trust, Special Needs Trusts, Gift Trusts, ILITs, IDGTs, CRT, CLAT, Foundation/Endowment Trust, GRAT, QPRTs.  First Person Special Needs Trust coming soon.
  • A Full Range of Miscellaneous Estate Planning and Transfer Documents including Deeds, Marital Property Agreements, Revocations, POAs, Health Care Powers, Living Wills, HIPAA Waivers, Various Correspondence, etc.
  • A Fully Customizable Client Questionnaire that Can Be Sent Out Via Email or Embedded in Your Website to Collect Client Information Directly from clients – Optimized for Both Computer and Mobile Phone Input.
  • Ability to Fully Brand/White Label All Client Facing Pages
  • Client Centric Access to Gather Important Client Input Remotely
  • Front Office Access to Review Client Information and/or Prepare Documents