VEPS Products

wdt_ID Features EP Drafter EP Planner EP Pro DocPrep Starter DocPrep Pro DocPrep Complete
1 State specific Trusts, Wills and Powers Dynamic Templates Yes Yes Yes Yes Yes Yes
2 Supporting Interactive Document Templates for Transfer, Funding and Modifications Yes Yes Yes No Yes Yes
3 Special Purpose Trust Templates for Gun Trusts, Realty, and IRAs No Yes Yes No Yes Yes
4 **COMING SOON*** Irrevocable Trust Templates including Medicaid Intentionally Defective Trusts, ILITs, QPRTs, CRATs and more No No Yes No No Yes
5 Client Access to Gather Input Remotely No Yes Yes Yes Yes Yes
6 Client Questionnaire for Gathering Client Input No Yes Yes Yes Yes Yes
7 DIY Client Interviews for Trust, Will and Power Engagements No No Yes No Yes Yes
8 Links to Form You Can Embed in Your Website and send via Email No Yes Yes Yes Yes Yes
9 Ability to Brand/White Label All Client Facing Pages No Yes Yes No Yes Yes
10 E-Commerce Supported No Yes Yes No Yes Yes