DocPrep Starter – Coming Soon

Out of stock

ADAPT’s DocPrep Starter is designed for the new or limited document preparation firm that is looking for a cost-effective way to automatically generate custom wills and trusts.  It’s a great solution for the document who is just starting out in create custom wills and trusts remotely.

Key features of the DocPrep Starter 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

 

Category:

Description

FEATURES:

  • State specific Trust, Wills & Powers Dynamic Templates
  • Client access to gather input remotely
  • Client Questionnaire for gathering client input remotely
  • Links to forms for client access

Additional information

Detail Features

Trust & Wills templates organized into typical engagement packages:
• Trust Package
• Will Package
• Power Package (Health Care, GPOA)
• Will Only
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.

Client Intake/Registration Access to gather important client input remotely
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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