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.