ADAPT Document Preparer Cloud Solutions

For less than what many preparers will charge to create a single estate plan, you can have an entire Virtual Estate Planning System in place 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
Target Market
State Specific, Trusts, Wills and Powers Dynamic Templates
Supporting Estate Planning Documents
Specific Purpose Trusts
Client Intake Forms
Client Interviews for Trust, Will and Powers Engagements
Links to Form You Can Embed in Your Website or Send Via Email
White Label Branding
E-Commerce Solution
Reporting
Complete Custom Website
DocPrep Starter
$115/month and a $599 sign-up fee
Target Market
New or limited doc prep service providers testing or building a practice.
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Estate Planning Documents
No
Specific Purpose Trusts
No
Client Intake Forms
Yes
Client Interviews for Trust, Will and Powers Engagements
Yes
Links to Form You Can Embed in Your Website or Send Via Email
Yes
White Label Branding
No
E-Commerce Solution
No
Reporting
No
Complete Custom Website
No
DocPrep Professional
$124/month and a $999 sign-up fee
Target Market
Professional Doc Prep providers who are actively marketing and driving web traffic
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Estate Planning Documents
Yes
Specific Purpose Trusts
No
Client Intake Forms
Yes
Client Interviews for Trust, Will and Powers Engagements
Yes
Links to Form You Can Embed in Your Website or Send Via Email
Yes
White Label Branding
Yes
E-Commerce Solution
Yes
Reporting
Yes
Complete Custom Website
No
DocPrep Complete
$124/month and a $2199 sign-up fee
Target Market
Professional Doc Prep providers looking for a comprehensive solution
State Specific, Trusts, Wills and Powers Dynamic Templates
Yes
Supporting Estate Planning Documents
Yes
Specific Purpose Trusts
Yes
Client Intake Forms
Yes
Client Interviews for Trust, Will and Powers Engagements
Yes
Links to Form You Can Embed in Your Website or Send Via Email
Yes
White Label Branding
Yes
E-Commerce Solution
Yes
Reporting
Yes
Complete Custom Website
Yes