Basic Solution

From: $99.00 / month and a $599.00 sign-up fee

VEPS Basic Solution is designed for professionals who are looking for a cost-effective way to create custom wills and trusts.  And, it’s also can be a great way to capture client information through the cloud.

Select our monthly payment option for just $599 to start and $99 per month, or select our annual licensing option of $1589 for year one and then just $990 per year to renew.

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Description

VEPS Basic Solution is designed for attorneys and document professionals who are looking for a cost-effective way to create professional custom wills, trusts and related estate planning documents.  It’s great for those who have a website already, maintain their own website and domain name, but would like to be able to collect client information to more fully automate their document drafting process.   VEPS Basic Solution come with links for their website so that they can capture client information through directly thru their site or otherwise send links via email to their clients and prospects to direct them to client intake forms – allowing the professional to get a big jump start on putting together the legal documents needed.

Key features of the Basic Solution include

  • Trust & Wills templates
  • Links for your website
  • Client Centric Access to gather important client input remotely
  • Front Office Access to review client information and/or prepare documents

Additional information

Detail Features

Trust & Wills templates organized into typical engagement packages:
• Trust Package
• Will Package
• Power Package (Health Care, GPOA)
• Trust Only
• Will Only
• GPOA Only
• 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.

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): $1589
Each Year Thereafter (annual licensing): $990
Monthly Payment Plan
Set up Fee: $599
Monthly Fee: $99
Multi-user licenses and pricing are also available

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