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