Advanced Solution

From $124/ month and now only $1799 sign-up fee (Originally $1999)

VEPS Advanced Solution is the premium turn-key solution designed for professionals who are looking for an effective way to collaborate with clients and prospects looking for wills, trusts and/or other estate planning documents in the cloud and would like a completely hosted solution to include domain acquisition, website development and ongoing hosting.  And, it also can be a great e-commerce solution for your practice if you so choose.

Select our monthly payment option NOW $1799 $1999 to start and $124 per month, or select our annual licensing option of $3039 $3239 for year one and then just $1240 per year to renew.

Clear

Category:

Description

VEPS Advanced Solution is the premium turn-key solution designed for professionals who are looking for an effective way to collaborate with clients and prospects looking for wills, trusts and/or other estate planning documents in the cloud and would like a completely hosted solution to include domain acquisition, website development and ongoing hosting.   And, VEPS Advanced can also be a great e-commerce solution for your practice if you so choose.

Key features of the Intermediate Solution include

  • Complete Custom Website
  • Trust & Wills templates
  • Links for your website
  • eCommerce Solution
  • Ability to fully brand/white label all client facing pages
  • Client Centric Access to gather important client input remotely
  • Front Office Access to review client information and/or prepare documents

Additional information

Detail Features

• Complete Custom Website. ADAPT will create a WordPress site based on your input from a wide range of existing designs and options.
• Trust & Wills templates organized into typical engagement packages:
o Trust Package
o Will Package
o Power Package (Health Care, GPOA)
o Trust Only
o Will Only
o GPOA Only
o Health Care Only
• Links that act as a dynamic form for your website to allow you to gather important client information from your client via your website or email that you send out providing the link to the form.
• eCommerce capabilities that allow you to work with the payment gateway of your choice.
• Ability to fully brand all client facing forms and pages.
• Client Intake/Registration Access to gather important client input remotely
• Front Office Access so that as a preparer you can either create documents yourself or review the client information and input supplied to create the custom legal documents desired.

Detail Pricing

Annual Licensing for Basic Solution
Initial Year (setup fee plus licensing): $3239
Each Year Thereafter (annual licensing): $1240
Monthly Payment Plan
Set up Fee: $1799
Monthly Fee: $124
Multi-user licenses and pricing are also available

Go to Top