VEPS (Virtual Estate Planning System)

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.

All of these products are available in ALL Solutions

*Individual packages are used to create one set of forms (whether its 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 includes all of these ancillary planning documents as opposed to the individual powers.

Thorough & Accurate Documents

Interviews and documents are kept up to date to ensure your services comply with federal law as well as your state’s current laws.

Estate planners and professional document preparers know that helping people set up detailed plans requires a lot more than a will or a trust document.

Pulling well-crafted documents together and making sure all of the necessary documents are prepared requires a painstaking attention to detail.

VEPS online helps you do just that by offering our templates in discrete packages that can be easily accessed by you or directly by your clients to meet a variety of needs.  These packages allow you to access a wide range of automated will and trust templates designed to meet the needs of most estate planning situations.

VEPS online allows you to customize estate planning documents thru the use of highly intuitive, context sensitive “question and answer” dialogs.  These templates have been developed and used by practitioners and preparers for over ten years and are designed to be state specific in nature.

VEPS provides you with the ability to quickly draft trust, wills (both with extensive distribution options) and all supporting ancillary documents including pour-over wills, Powers of Attorney, HIPAA compliant Health-care Powers, Trust Certification, transfer documents including deeds, as well as client communications and worksheets.

With VEPS online you or your client can select from a variety of legal document packages including:

Trust Package

Will Package

Will Only

Trust Only

General Power of Attorney

Health Care Powers

Powers

All interview dialogs have detailed help screens making it easy for your client to input directly or for your staff to assist you in assembling document.

All documents are frequently updated to ensure you are always compliant with current state and federal laws.

Professional Look & Feel

VEPS online generates professional documents incorporating your company’s letterheard. Just download and email or print your clients’ document packages at your convenience.

The wills and trusts you create are extremely important documents for your clients.  They not only must meet their planning needs but they also need to look exceptional.

While our templates are automated, they are designed to allow a high degree of customization to ensure you are able to create the type of planning documents needed to fit your client’s specific situation.   Equally important, they are also designed to look well-formatted and professionally laid out as well as to accommodate your firm’s letterhead.

What’s more, our legal document templates are the professional’s choice.  They have been used by 1000’s of legal professionals for more than a decade across the country.   These estate planners and document preparers have chosen to make our legal templates an important part of their practice.

Automate Your Practice

Easily incorporate our client intake module into your website and your clients will be able to take advantage of your estate planning services 24/7.

VEPS online plays an important part in automating your practice.   Much more than well-crafted legal templates,  VEPS online allows you to completely automate your client intake process and thereby allows you to capture client and prospect information 24/7.    Direct client input helps speed the time for you to complete documents and minimizes misspellings and other typos that can creep into documents.

The benefit is more than just the automation – it’s having a well framed interview process. Building in client intake into your site also gives you the flexibility in choosing how to deal with clients; it also allows you to help them work thru some of the choices they need to make in advance of your time with them.   Better prepared clients make you more effective and helps you deliver better service in less time.

Supports Your Workflow

From complete customized website solutions to specialized automated document templates our virtual estate planning system has been designed to flexibly support your business model.

VEPS Online is designed to support the workflow that works best for your estate planning practice.

If you are a document preparer you can totally automate document creation so that prospective clients can prepare documents for purchase or for legal review.

If you are an estate planner who discusses the planning needs and options with your clients in person you can limit the client intake process and conduct more in-depth interviews and planning before you or your staff complete the document interview.

Either way our system is designed to support you!

VEPS online is easy to set up and modify so as your practice changes – it can change.

For example – If you want to accommodate different types of client interactions you can either administer it through your website to accommodate self-service clients as well as meet with full-service clients in person and then complete the interviews to generate more refined documents on your own.

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