ADAPT Estate Planning Solution

ADAPT is a cloud-based estate planning solution that incorporates the functionalities of the former FORE! Trust Software, now providing enhanced services tailored to professionals in the estate planning sector. This innovative platform enables users to access their estate planning tools from any computer with internet connectivity.

Key features include:

• Automated Document Preparation: Streamline the drafting process for wills, trusts, and powers of attorney with automated document generation.
• Client Relationship Management (CRM): Manage client interactions seamlessly with integrated CRM features.
• Practice Activity Reports: Track and analyze practice performance through detailed activity reports.
• Interactive Online Client Questionnaire: Enhance client experience with a user-friendly questionnaire that collects essential information.

This platform is designed to improve the overall estate planning experience for both clients and legal professionals. ADAPT offers a range of document sets specifically for estate planning, ensuring that users have access to the necessary legal documents for their practices. The solution is available through a subscription model, and potential users can start with a free trial to experience its capabilities without any commitment. Updates and new features are automatically integrated, eliminating the need for manual installations, which enhances usability and efficiency.