EP Drafter Solution

From $79/ month and a $399 sign-up fee

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.

Select our monthly payment option for just $399 to start and $79 per month, or select our annual licensing option of $1189 for year one and lock in your year two price of $790.

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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): $790
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Monthly Payment Plan
Set up Fee: $399
Monthly Fee: $79
Multi-user licenses and pricing are also available

Detail Features

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

Front Office Access so that as a preparer you can either create documents yourself.

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