VEPS Resources2020-07-14T18:51:42+00:00
2608, 2020

VEPS Registration Page Settings

August 26th, 2020|Categories: Guides|

Registration Settings - by Michelle Cimino Customer Service Manager New Additions – Customized Registration Page Settings: In an effort to create a more customized registration page for you and your clients we have add new options for you to customize the information on your registration page. Now you can customize your company information that is visible on the Client Registration Page. Here are the new additions that you can turn ON or OFF with a check of the box. Display Address 1&2 Display City Display State Display Postal Code Display Phone Display Email Please note that the information that [...]

3107, 2020

Working with Your Clients: The Importance of Regularly Updating or Redoing Their Plans

July 31st, 2020|Categories: Client Maintenance|

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Most clients feel a sense of relief in getting their will or trust completed.   It’s one less thing for them to worry about and there is a certain piece of mind in getting your affairs in order.  That said, it can be tempting for clients to forget that new will or trust won’t last forever.  Rather, it’s important to remind your clients that getting a will and/or trust in place is the first step in a process.   While getting an estate plan in place is important, [...]

1407, 2020

Glossary for Estate Planning Terms

July 14th, 2020|Categories: Estate Planning Terms|

Blog by: Mark Hevrdejs, JD, LL.M and COO for ADA Platform Technology LLC Estate planners have an extensive language of their own consisting of a wide variety of abbreviations and technical terms.  The vast majority of these terms tie into the numerous types of trusts and other entities that are used in planning whether it relates to tax planning, asset protection or accommodating someone with special needs.  This glossary is a quick way of refreshing your memory on what some of these are and what specifically they are designed to do. Beneficiary - This is the person, entity, or [...]

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