ADAPT’s Estate Planning System Comparisons

Whatever product you chose, you will find ADAPT’s solutions 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
State Specific, Trusts, Wills and Powers Dynamic Templates
Supporting Interactive Document Templates for Transfer and Funding and...
Specific Trust Templates including Realty “Land” Trusts, NFA Gun Trusts, IRA Beneficiary Trusts
Client Access to Gather Client Input Remotely
Client Questionnaire for Gathering Client Input
Client Interviews for Trust, Will and Powers Engagements
Links to Form You Can Embed in Your Website or Send Via Email
Ability to Brand/White label all client facing pages
E-Commerce Available
Practice Activity Reporting
Complete Custom Website
EP Drafter
Special Introductory Pricing
$79.00 / month
+
$399.00 sign-up fee
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Interactive Document Templates for Transfer and Funding and...
No
Specific Trust Templates including Realty “Land” Trusts, NFA Gun Trusts, IRA Beneficiary Trusts
No
Client Access to Gather Client Input Remotely
No
Client Questionnaire for Gathering Client Input
No
Client Interviews for Trust, Will and Powers Engagements
No
Links to Form You Can Embed in Your Website or Send Via Email
No
Ability to Brand/White label all client facing pages
No
E-Commerce Available
No
Practice Activity Reporting
No
Complete Custom Website
No
EP
Planner
Coming Soon!
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Interactive Document Templates for Transfer and Funding and...
Yes Addt'l information Estate Plan Amendments and Modifications, Affidavits of Death, Correspondence and other Miscellaneous Documents
Specific Trust Templates including Realty “Land” Trusts, NFA Gun Trusts, IRA Beneficiary Trusts
No
Client Access to Gather Client Input Remotely
Yes
Client Questionnaire for Gathering Client Input
Yes
Client Interviews for Trust, Will and Powers Engagements
No
Links to Form You Can Embed in Your Website or Send Via Email
Yes
Ability to Brand/White label all client facing pages
Yes
E-Commerce Available
No
Practice Activity Reporting
Yes
Complete Custom Website
No
DocPrep
Starter
Coming Soon!
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Interactive Document Templates for Transfer and Funding and...
No
Specific Trust Templates including Realty “Land” Trusts, NFA Gun Trusts, IRA Beneficiary Trusts
Yes
Client Access to Gather Client Input Remotely
No
Client Questionnaire for Gathering Client Input
Yes
Client Interviews for Trust, Will and Powers Engagements
No
Links to Form You Can Embed in Your Website or Send Via Email
Yes
Ability to Brand/White label all client facing pages
No
E-Commerce Available
No
Practice Activity Reporting
No
Complete Custom Website
No
DocPrep Professional
Coming Soon!
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Interactive Document Templates for Transfer and Funding and...
Yes
Specific Trust Templates including Realty “Land” Trusts, NFA Gun Trusts, IRA Beneficiary Trusts
Yes
Client Access to Gather Client Input Remotely
Yes
Client Questionnaire for Gathering Client Input
Yes
Client Interviews for Trust, Will and Powers Engagements
Yes
Links to Form You Can Embed in Your Website or Send Via Email
Yes
Ability to Brand/White label all client facing pages
Yes
E-Commerce Available
Yes
Practice Activity Reporting
Yes
Complete Custom Website
No

Note:  Current Fore!Trust subscribers will get access to any content they currently license in the Trusts and Wills module as part of whichever Adapt Solution they choose