VEPS EP Planner

From $115/ month and $799 sign-up fee

ADAPT’s VEPS EP Planner is designed for estate planning professionals who are looking for a cost-effective way to more efficiently create custom wills and trusts and collaborate with clients thru the cloud.  It’s a great solution for a practitioner with a small or expanding estate planning practice who wants to be able to interact with clients via the cloud.

Select our monthly payment option for just $799 to start and $115 per month, or select our annual licensing option of $2039 for year one and then just $1150 per year to renew.

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Description

ADAPT’s VEPS EP Planner is designed for estate planning professionals who are looking for a cost-effective way to more efficiently create custom wills and trusts and collaborate with clients thru the cloud.  It’s a great solution for a practitioner with a small or expanding estate planning practice who wants to be able to interact with clients via the cloud.

Key features of the EP Planner Solution include

  • All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust and 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

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 and 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 EP Planner
Initial Year (setup fee plus licensing): $2039
Each Year Thereafter (annual licensing): $1150
Monthly Payment Plan
Set up Fee: $799
Monthly Fee: $115
Multi-user licenses and pricing are also available

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