VEPS EP Professional – Coming Soon

From $124/ month and $999 sign-up fee

ADAPT’s VEPS EP Professional is designed for leading estate planning professionals wishing to deliver a broader range of estate planning solutions and work with their prospects and clients effectively through the cloud.  It’s a great solution for an estate planning professional who wants to be able to use a wider range of highly customizable documents in their practice yet still wants to be able to efficiently gather information from clients remotely.

Select our monthly payment option $999 to start and $124 per month, or select our annual licensing option of $2239 for year one and then just $1240 per year to renew.

Clear

Category:

Description

ADAPT’s VEPS EP Professional is designed for leading estate planning professionals wishing to deliver a broader range of estate planning solutions and work with their prospects and clients effectively through the cloud.  It’s a great solution for an estate planning professional who wants to be able to use a wider range of highly customizable documents in their practice yet still wants to be able to efficiently gather information from clients remotely.

Key features of the EP Professional includes

  • 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 EP Professional
Initial Year (setup fee plus licensing): $2239
Each Year Thereafter (annual licensing): $1240
Monthly Payment Plan
Set up Fee: $999
Monthly Fee: $124
Multi-user licenses and pricing are also available

Go to Top