ADAPT’s 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, Realty Trust, 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
• Questionnaire Editor - to allow you to completely customize your questionnaire for your clients
• Front Office Access to review client information and/or prepare documents

With two options for your one-year subscription chose either monthly payment option for just $115/month with a one time signup fee of $699, or select our annual licensing option of $1,849 for year one and lock in your year two price of $1150.