FALL SALE ON INTERMEDIATE AND ADVANCED SOLUTIONS

VEPS Solution Comparisons

Whatever solution you chose, you will find VEPS to be a tremendous value.  For less than what many attorneys will charge to create a single estate plan, you can be up and running with a Virtual Estate Planning System that can be working for you 24/7!   You’ll be more efficient and able to create and charge for even more customized plans for your clients

Features
Comprehensive, State Specific, Trust, Wills and Powers Dynamic Templates
Client Access to Gather Client Input Remotely
Client Intake Forms
Client Interviews for Trust, Will and Powers engagements
Links to Forms you can embed in your website or send via email
Ability to Brand/White Label all client facing web pages
E-Commerce Solution
Complete Custom Website
Basic
$99.00 / month and a $599.00 sign-up fee
Comprehensive, State Specific, Trust, Wills and Powers Dynamic Templates
YES
Client Access to Gather Client Input Remotely
YES
Client Intake Forms
YES
Client Interviews for Trust, Will and Powers engagements
YES
Links to Forms you can embed in your website or send via email
YES
Ability to Brand/White Label all client facing web pages
NO
E-Commerce Solution
NO
Complete Custom Website
NO
Intermediate
$124.00 / month and a $899.00 sign-up fee
Comprehensive, State Specific, Trust, Wills and Powers Dynamic Templates
YES
Client Access to Gather Client Input Remotely
YES
Client Intake Forms
YES
Client Interviews for Trust, Will and Powers engagements
YES
Links to Forms you can embed in your website or send via email
YES
Ability to Brand/White Label all client facing web pages
YES
E-Commerce Solution
YES
Complete Custom Website
NO
Advanced
$124.00 / month and a $1,999.00 sign-up fee
Comprehensive, State Specific, Trust, Wills and Powers Dynamic Templates
YES
Client Access to Gather Client Input Remotely
YES
Client Intake Forms
YES
Client Interviews for Trust, Will and Powers engagements
YES
Links to Forms you can embed in your website or send via email
YES
Ability to Brand/White Label all client facing web pages
YES
E-Commerce Solution
YES
Complete Custom Website
YES