Thorough & Accurate Documents – VEPS document sets are among the most comprehensive and are the document set of choice for 1000’s of estate planning professionals. They are state specific, accurate and up to date.

With your VEPS subscription all the following document sets are provided and can be offered and priced separately on your site giving you the ability to deliver a wide range of packaging and service options.  Within VEPS you are in control of the pricing and services that you offer to your clients. Clients do not have immediate access to their completed documents. You also have the ability to choose how the clients documents are delivered to them.

You can provide clients with a client interview designed for use with a number of different Document Packages that are available across our VEPS solutions. You can choose to offer and price each Document Package independently either for an individual or a couple – giving you maximum flexibility over how you chose to manage your drafting services. Also, you have direct access to a number of additional document templates that are essential in a Wills and Trusts/Estate Planning practice.

Client Facing Interview Attorney/Preparer Interview
Trust Package* Trust Package*
Will Package* Will Package*
Will Only Will Only
Powers Package** Powers Package**
Transfer and Funding After the RLT
(including Transfer Documents,
Transfer on Death Deeds, Updated Schedule A)
Estate Plan Amendments/Modifications
(including Amendment of the RLT,
Codicil, Amendment of a SNT)
Affidavits of Death
(for Joint Tenant, Trustee or Co-Trustee)
Miscellaneous Estate Planning Documents
(including Minor’s POA and HCPOA,
Adult Dependent’s POA and HCPOA,
Visitation Authorization, Dementia Directive, Revocation of RLT,
Revocation of Trustee, Revocation of POA,
Appointment of Trust Protector, Resignation of Trustee)
Correspondence
(including Closing Letters, Billing Statement and
various correspondence)

*Individual packages are used to create one set of forms (whether it’s for a will, trust, etc.) whereas the married packages create parallel or reciprocal sets of forms that can be independently modified.

** The powers package is a combined package that allows users to produce a state specific version of any or all of the following: General Power of Attorney, Health Care Power of Attorney and Living Will, Stand-alone HIPPA Waiver and Final Disposition Instructions Forms.