VEPS DocPrep Starter

From $115/month and $599 sign-up fee

VEPS DocPrep Starter 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 $115 per month, or select our annual licensing option of $1749 for year one and then just $1150 per year to renew.

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Description

ADAPT’s VEPS DocPrep Starter is designed for the new or limited document preparation firm that is looking for a cost-effective way to automatically generate custom wills and trusts.  It’s a great solution for the document who is just starting out in create custom wills and trusts remotely.

Key features of the DocPrep Starter 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)
• Will 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 DocPrep Starter
Initial Year (setup fee plus licensing): $1749
Each Year Thereafter (annual licensing): $1150
Monthly Payment Plan
Set up Fee: $599
Monthly Fee: $115
Multi-user licenses and pricing are also available

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