EP Professional – Coming Soon

COMING SOON – EP PROFESSIONAL

ADAPT’s VEPS EP Professional is designed for leading estate planning professionals wishing to deliver a broader range of estate planning solutions and work with their prospects and clients effectively through the cloud.  It’s a great solution for an estate planning professional who wants to be able to use a wider range of highly customizable documents in their practice yet still wants to be able to efficiently gather information from clients remotely.

Key features of the EP Professional includes

  • All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust, 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

Category:

Description

FEATURES:

  • State specific Trust, Wills & Powers Dynamic Templates
  • Supporting Interactive Document templates for Transfer, funding & modification
  • Special Purpose Trust templates
  • COMING SOON – Irrevocable Trust Templates including Medicaid, Intentionally Defective Trusts, ILITs, QPRTs, CRATs & More
  • Client access to gather input remotely
  • Client Questionnaire for gathering client input remotely
  • DIY Client Interview for Trust, Will & Power Engagements
  • Links to forms for client access
  • Ability to Brand/White label ALL client facing pages
  • eCommerce supported
  • Practice Activity Reporting

Go to Top