VEPS DocPrep Complete

From $124/month and $2199 sign-up fee

VEPS DocPrep Complete 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 $2199 to start and $124 per month, or select our annual licensing option of $3439 for year one and then just $1240 per year to renew.

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Description

ADAPT’s VEPS DocPrep Complete is designed for a Document Preparation Provider looking for a comprehensive solution.  If you want a fully automated website designed to support a cloud-based document preparation service the DocPrep Complete package gives you everything you need to take your business to the cloud. and work with their prospects and clients effectively through the cloud.

Key features of the DocPrep Complete Solution include

  • Complete Custom Website
  • All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust, Misc. Estate Planning)
  • 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.
o Trust & Wills templates organized into typical engagement packages:
o Trust Package
o Will Package
o Power Package (Health Care, GPOA)
o Will Only
o Gun Trust, Medicaid, IRA Beneficiary Trust, Misc. Estate Planning

• 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 DocPrep Complete
Initial Year (setup fee plus licensing): $3439
Each Year Thereafter (annual licensing): $1240
Monthly Payment Plan
Set up Fee: $2199
Monthly Fee: $124
Multi-user licenses and pricing are also available

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