VEPS EP Drafter

From $99/ month and $699 sign-up fee

ADAPT’s VEPS EP Drafter is designed for estate planning professionals who are looking for a cost-effective way to create custom wills and trusts.  It’s a great solution for a practitioner with a small estate planning practice or who just wants to be able to create custom wills and trusts remotely.

Select our monthly payment option for just $699 to start and $99 per month, or select our annual licensing option of $1689 for year one and then just $990 per year to renew.

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Description

ADAPT’s VEPS EP Drafter is designed for estate planning professionals who are looking for a cost-effective way to create custom wills and trusts.  It’s a great solution for a practitioner with a small estate planning practice or who just wants to be able to create custom wills and trusts remotely.

Key features of the EP Drafter Solution includes

  • Trust & Wills templates as well as Powers Package and Misc. Estate Documents
  • Links for your website
  • Front Office Access to review client information and/or prepare documents

Additional information

Detail Pricing

Annual Licensing for EP Drafter
Initial Year (setup fee plus licensing): $1689
Each Year Thereafter (annual licensing): $990
Monthly Payment Plan
Set up Fee: $699
Monthly Fee: $99
Multi-user licenses and pricing are also available

Detail Features

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

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.

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.

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