Intermediate Solution

From $124/ month and $899 sign-up fee

VEPS Intermediate Solution is designed for professionals who are looking for a cost-effective way to work with clients and prospects in the cloud to create custom wills and trusts.  And, it also can be a great e-commerce solution for your practice if you so choose.

Select our monthly payment option $899  to start and $124 per month, or select our annual licensing option of $2139  for year one and then just $1240 per year to renew.

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Description

VEPS Intermediate Solution is designed for attorneys and document professionals who are looking for a cost-effective way to create professional custom wills, trusts and related estate planning documents.  It’s great for those who have a website already, maintain their own website and domain name, but would like to be able to collect client information through their site as well as wanting to incorporate it as a white label solution with their practice’s branding.   VEPS Intermediate Solution come with links for their website so that they can capture client information through their site as well as the necessary product links needed to work with a payment gateway that are needed to implement a full eCommerce solution.

Key features of the Intermediate Solution include

  • Trust & Wills templates
  • 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 Trust Only
o Will Only
o GPOA Only
o Health Care 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.
• 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 Basic Solution
Initial Year (setup fee plus licensing): $2139
Each Year Thereafter (annual licensing): $1240
Monthly Payment Plan
Set up Fee: $899
Monthly Fee: $124
Multi-user licenses and pricing are also available

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