VEPS Basic Solution is designed for attorneys and document professionals who are looking for a cost-effective way to create professional custom wills, trusts and related estate planning documents. It’s great for those who have a website already, maintain their own website and domain name, but would like to be able to collect client information to more fully automate their document drafting process. VEPS Basic Solution come with links for their website so that they can capture client information through directly thru their site or otherwise send links via email to their clients and prospects to direct them to client intake forms – allowing the professional to get a big jump start on putting together the legal documents needed.
Key features of the Basic Solution include
- Trust & Wills templates
- Links for your website
- Client Centric Access to gather important client input remotely
- Front Office Access to review client information and/or prepare documents