What is VEPS Online?
Based on the same widely used will and trust Fore!Trust software templates used by estate planning professionals throughout the US.
But have been modified to make it easy to collaborate with your clients and prospects over the internet to make for a more efficient and accurate process.
VEPS provides the following additional benefits:
Cloud-based client intake process – allowing your clients to register and complete an interview designed to create the legal documents they want.
Specific content packages that make it easy for your clients to select options that will meet their needs and that if you wish can be tied into an ecommerce solution – allowing you to bill and charge for services at the point of sale and can be tied into your payment gateway of choice.
Accessibly 24/7 through the internet so that you or your staff can prepare and review documents anywhere, anyplace and anytime.
Simple to maintain and keep current – since its cloud based ADAPT updates the software for you – so you do not have to worry about downloading and installing new updates anymore. Plus, no additional costs for these updates.
VEPS provides users with all of the wills and trust content needed to complete most basic estate plans. It contains most of the same content available in the Fore! Trust basic package with more content being released constantly, including the separately priced Irrevocable Trust Module.
Users of VEPS do NOT need to continue to license Fore! Trust, the relevant basic content is included with your VEPS subscription. However, if a user wants to continue to license the Irrevocable Trust module for their practice, VEPS is fully compatible with the desktop versions. So, you can download answer files and use with the desktop systems if you would like to create an irrevocable trust for your client.