ADA Platform Technology (ADAPT) provides Professional Estate Planners with a turnkey method of automating your will and trust drafting practice by efficiently capturing client input in order to produce custom documents that are legally accurate and thorough.
- ADAPT give you the ability to have clients work with you remotely – 24/7.
- Capture your client’s key information, objectives and/or have your clients complete dynamic interviews designed to create whatever legal document(s) are needed.
- ADAPT’s system is designed to bring together everything you need to draft custom legal documents remotely thru the cloud.
- And, for less than the what many attorney’s charge for a single estate plan, your firm can put a system in place that will allow you to efficiently create an unlimited number of customized wills, trusts and powers each year.