Welcome –

ADAPT is excited to be exhibiting for the first time at the 2026 CALDA Conference!

We look forward to connecting with CALDA members and introducing you to ADAPT, a powerful document assembly solution designed to help estate planning professionals efficiently create complete, customized estate planning solutions.

We invite you to stop by our booth during the conference to meet our team, learn more about ADAPT, and discover how our technology can support your estate planning practice.

The ADAPT platform makes it easy for document preparers to draft a wide range of state specific documents that include all the typical estate planning documents. You can generate everything from the most basic wills to trusts with complex testamentary distributions all by using ADAPT’s dynamic interview process.

ADAPT allows you to efficiently create documents while allowing for a high degree of customization to best accommodate your clients’ needs. Whether you choose to work directly with our interviews or have your clients fill out the fully customizable questionnaire, our platform will help you streamline your workflow.

Best of all, our templates continue to stand the test of time! Our templates have been successfully used by practitioners for over two decades as they continue to be kept up to date by our staff.  This is much more than just updating for statutory reference or form changes.  Recently for example, we added a new option to ensure trust reporting requirements are waived for future beneficiaries in response to California Probate Code §15800 changes. In addition, we just introduced a gun trust option that can be inserted into the revocable living trust – giving you the ability to properly use one trust document rather than multiple documents for ensuring your gun-owning clients can properly transfer all of their property through the documents you create.

Our solutions are designed to support the way you work, with three options to meet your estate planning needs.

Our entry-level solution, EP Drafter, provides everything you need to draft revocable trusts, wills, and all supporting documentation.

If you’re looking for a solution that helps you gather client information directly, EP Planner builds on EP Drafter by adding a fully customizable online questionnaire that your clients can complete, helping streamline and accelerate your drafting process.

For more sophisticated estate planning needs, EP Professional includes everything offered in our other solutions, along with complete access to our extensive library of Irrevocable trust templates.

New subscriptions include two (2) user licenses, so when your firm grows ADAPT can grow with you.  The platform is multi-user friendly, and we offer discounts for additional users.  The subscription to ADAPT is an annual subscription for the initial year which can be paid in one annual payment (discount for this option), or we also offer a monthly payment option.

To check out our product, you can take a free seven-day trial just by clicking the link below: