EP Drafter is ADAPT’s new VEPS product specifically designed for estate planners and document drafters who want to create custom wills, trusts and many other legal documents as part of their practice. It’s designed for the drafter who wants to control the process while they work with clients.
With EP Drafter your able to create all of the estate planning documents an estate planner typically pulls together for clients whether using wills or trusts as your main planning vehicle. EP drafter uses dynamic interviews to help the planner efficiently create even the most complex legal documents. And with EP Drafter you can also quickly create individual documents you may need to create as part of your practice. Codicils and amendments, transfer documents, minor powers, correspondence, affidavits, as well as many other miscellaneous documents can all be quickly created from a pull-down menu.
Built on ADAPT’s new platform this product brings together the critically acclaimed documents developed for Fore! Trust with our new cloud-based platform to allow estate planners a cost-effective way of quickly creating documents without having to worry about installing software locally or keeping up with updates.
EP Drafter is the first of a series of products that will be available on ADAPT’s new platform. Upcoming future releases will feature additional product options and content including a new client registration process where the attorney or document preparer has complete control over their client’s experiences. Whether you want to do it yourself, collect key contact information from your client or have your clients and prospects go thru a complete do-it-yourself experience ADAPT’s new platform will support your firm’s workflow.