EP Planner – New Product!

From $115/ month and $699 sign-up fee

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
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Description

FEATURES:

  • State specific Trust, Wills & Powers Dynamic Templates
  • Supporting Interactive Document templates for Transfer, funding & modification
  • Special Purpose Trust templates
  • Client access to gather input remotely
  • Client Questionnaire for gathering client input remotely
  • Links to forms for client access
  • Ability to Brand/White label ALL client facing pages
  • Practice Activity Reporting

Additional information

Detail Pricing

Annual Licensing for EP Planner
Initial Year (setup fee plus licensing): $1849
Each Year Thereafter (annual licensing): $1150
Monthly Payment Plan
Set up Fee: $699
Monthly Fee: $115
Multi-user licenses and pricing are also available

Detail Features

Trust & Wills templates organized into typical engagement packages:
o Trust Package
o Will with Powers
o Power Package (Health Care, GPOA)
o Will Only
o Gun Trust, Medicaid, IRA Beneficiary Trust and Misc. Estate Planning

• 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.
• eCommerce capabilities that allow you to work with the payment gateway of your choice.
• Ability to fully brand all client facing forms and pages.
• Client Intake/Registration Access to gather client information remotely
• Client Questionnaire 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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