EP PROFESSIONAL

From $134/ month and $899 sign-up fee

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 Template options include Medicaid/VA Benefits Planning Trusts, Miller Trust, Special Needs Trusts, Gift Trusts, ILITs, IDGTs, CRT, CLAT, Foundation/Endowment Trust, GRAT, QPRTs.
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 – and now optimized for either desktop or mobile 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

With two options for your one-year subscription choose either the monthly payment option for just $134 per month with a one-time sign-up fee of $899 or select our annual licensing option of $2,239 and lock in your second-year price of $1340.

Description

FEATURES:

State Specific Trust, Wills & Powers Dynamic Templates
Irrevocable Trust Templates
Supporting Interactive Document templates for transfer (including Deeds), funding & amendment/modification
Special Purpose Trust templates
Client Access to Gather Input Remotely
Fully Customizable Client Questionnaires for Gathering Client Input Remotely
Links to Forms for Client Access
Ability to Brand/White label ALL Client Facing Pages
eCommerce Supported
Practice Activity Reporting

Additional information

Detail Pricing	Annual Licensing for EP Professional Initial Year (setup fee plus licensing): $2239 Each Year Thereafter (annual licensing): $1340 Monthly Payment Plan Set up Fee: $899 Monthly Fee: $134 Multi-user licenses and pricing are also available Both Annual and Monthly subscriptions are a one-year term
Detail Features	Trust & Wills templates organized into typical engagement packages: o Trust Package o Will with Powers o Power Package (Health Care, GPOA) o Will Only • Irrevocable Trust Templates including Medicaid Planning Trusts, VA Benefit Planning Trusts, IDGTs, Gift Trusts, ILITs, GRATs, QPRTs, Foundations, Charitable Remainder Trusts, Charitable Lead Trusts, and Special Needs Trusts. • Supporting Interactive Document Templates for Transfer (including Deeds), Funding & Amendment/Modification. • Special Purpose Trust Templates including Gun Trusts, IRA Beneficiary Trusts and Realty Trusts. • Links that act as a dynamic form for your website to allow you to gather important client information from your client via your website or email that you send out providing the link to the form. • eCommerce capabilities that allow you to work with the payment gateway of your choice. • Ability to fully brand all client facing forms and pages. • Client Intake/Registration Access to gather client information remotely. • Client Questionnaire to gather important client input remotely. • ADAPT’s Questionnaire Editor for the ability to completely customize your firm’s questionnaire for client’s intake. • Front Office Access so that as a preparer you can either create documents yourself or review the client information and input supplied to create the custom legal documents desired.

Detail Pricing

Annual Licensing for EP Professional
Initial Year (setup fee plus licensing): $2239
Each Year Thereafter (annual licensing): $1340
Monthly Payment Plan
Set up Fee: $899
Monthly Fee: $134
Multi-user licenses and pricing are also available
Both Annual and Monthly subscriptions are a one-year term

Detail Features

Trust & Wills templates organized into typical engagement packages:
o Trust Package
o Will with Powers
o Power Package (Health Care, GPOA)
o Will Only
• Irrevocable Trust Templates including Medicaid Planning Trusts, VA Benefit Planning Trusts, IDGTs, Gift Trusts, ILITs, GRATs, QPRTs, Foundations, Charitable Remainder Trusts, Charitable Lead Trusts, and Special Needs Trusts.
• Supporting Interactive Document Templates for Transfer (including Deeds), Funding & Amendment/Modification.
• Special Purpose Trust Templates including Gun Trusts, IRA Beneficiary Trusts and Realty Trusts.
• Links that act as a dynamic form for your website to allow you to gather important client information from your client via your website or email that you send out providing the link to the form.
• eCommerce capabilities that allow you to work with the payment gateway of your choice.
• Ability to fully brand all client facing forms and pages.
• Client Intake/Registration Access to gather client information remotely.
• Client Questionnaire to gather important client input remotely.
• ADAPT’s Questionnaire Editor for the ability to completely customize your firm’s questionnaire for client’s intake.
• Front Office Access so that as a preparer you can either create documents yourself or review the client information and input supplied to create the custom legal documents desired.

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