EP Planner – New Product!
ADAPT’s EP Planner is designed for estate planning professionals who are looking for a cost-effective way to more efficiently create custom wills and trusts and collaborate with clients thru the cloud. It’s a great solution for a practitioner with a small or expanding estate planning practice who wants to be able to interact with clients via the cloud.
Key features of the EP Planner Solution include
- All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust and Misc. Estate Planning)
- Links for your website
- eCommerce Solution
- Ability to fully brand/white label all client facing pages
- Client Centric Access to gather important client input remotely
- Front Office Access to review client information and/or prepare documents