ADAPT provides users with all of the will, trust and power content needed to completely draft most estate plans. Based on the widely used Fore! Trust Software templates, it contains virtually all the content available in the Fore! Trust software basic package. Additional content will be made available in the near future – including a variety of Irrevocable Trust documents as well as a new LLC formation module.
Subscribers to any of the ADAPT solutions do NOT need to continue to license FORE! Trust as ALL of the content form the Will and Trust Package is available in most ADPAT product subscriptions. Users who currently use the FORE! Trust Irrevocable module may want to continue their FORE! Trust subscription until the Irrevocable Trust content is available on the ADAPT Cloud-based platform later this year.
ADAPT’s solutions provides all or some of the following additional benefits:
- Cloud-based client intake process that can be accessed by prospects thru your website or driven thru links sent out to clients via email.
- A straightforward client questionnaire that allows your clients to register and complete an estate planning questionnaire designed to make it more efficient for you to review client needs and efficiently complete their documents.
- Specific Do-It-Yourself (DIY) content packages that make it easy for your clients to select options that will meet their needs and that if you wish can be tied into an ecommerce solution (tied into your payment gateway of choice) – allowing you to bill and charge for services at the point of sale.
- Accessible 24/7 through the internet so that you or your staff can prepare and review documents anywhere, anyplace, and anytime.
- Simple to maintain and keep current – since its cloud based ADAPT updates the software for you. You do not have to worry about downloading and installing new updates anymore at no additional cost.