EP Drafter
From $79/ month and $399 sign-up fee
ADAPT’s EP Drafter is designed for estate planning professionals who are looking for a cost-effective way to create high quality custom wills and trusts. State-specific documents can be quickly developed using the dynamic interviews designed to generate key estate planning documents as well as a wide range of supporting correspondence and legal documents for professionals practicing in the area. It’s a great solution for a practitioner with a small estate planning practice or who just wants to be able to create custom wills and trusts remotely.
With two options for your one-year subscription chose either monthly payment option for just $79/month with a one time signup fee of $399, or select our annual licensing option of $1189 for year one and lock in your year two price of $790.
Description
FEATURES:
- State specific Trust, Wills & Powers Dynamic Templates
- Supporting Interactive Document templates for Transfer, funding & modification
Additional information
| Detail Pricing | Annual Licensing for EP Drafter Initial Year (setup fee plus licensing): $1189 Current Licensing fee (annual licensing): $790Monthly Payment Plan Set up Fee: $399 Monthly Fee: $79 Multi-user licenses and pricing are also available Both Annual and Monthly subscriptions are a one-year term |
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| Detail Features | Trust & Wills templates organized into typical engagement packages: • Trust Package • Will with Powers • Power Package (Health Care, GPOA) • Will Only • Misc. Estate DocumentsFront Office Access so that as a preparer you can either create documents yourself. |
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