ADAM

Are the estate planning packages available through ADAM generic sets of form documents?

No.  The estate planning documents users can generate through ADAM are created through an automated data algorithm matching platform that EPM developed to enable the majority of people to create their estate plans in accordance with the most common life situations.  

Answer simple questions about yourself, your family, and your wishes, and EPM’s web-based software platform will input your answers into your own customized estate plan.  With ADAM you can…

    • Set up a Will & Living Trust or simply a Last Will and Testament
    • Complete a Living Will, Medical Power of Attorney and/or Financial Power of Attorney
    • Leave cash gifts and meaningful heirlooms to individuals or organizations
    • Leave gifts to your church or charities that are important to you
    • Plan for your future medical care
    • Make arrangements for Guardianship
    • Plan care for pets
What are some of the estate planning decisions I can made using ADAM?

With ADAM you can: (1)  Set up a Will & Living Trust or simply a Last Will and Testament; (2) complete a Living Will, Medical Power of Attorney and/or Financial Power of Attorney; (3) leave cash gifts and meaningful heirlooms to individuals or organizations; (4) leave gifts to your church or charities that are important to you; (5) select a trustee and/or executor (as applicable) and name successors; (6) plan for your future medical care; (7) make arrangements for Guardianship; (8) plan care for pets; and (9) much more.

Are the legal documents created through ADAM state specific?

Yes. Each set of estate planning documents are specific to the identified state.  Each state has its own set of laws and requirements for what is required to create, execute, maintain, and enforce a legally enforceable estate plan.

There are a number of commonalities and general principles that everyone should learn as a primer, and EPM has provided a number of free educational resources in order to introduce visitors to some of these concepts.   Please see EPM’s Educational Resources for additional information.  

Are the legal documents created through ADAM reviewed by Lawyers?

Each set of  legal documents underlying the estate plans  available for each state are screened and reviewed by one or more attorneys licensed  in the applicable state. You need to be aware that the law changes over time. Whenever there is a material change in law or your life situation,  you may need to update or modify your estate plan to match the changes. This is your responsibility. Since ADAM is a user driven system, it is each user’s responsibility to ensure he or she is comfortable using the system, and is confident that their answers are accurate before submitting the forms for printing and mailing.  Each EPM customer’s final documents are not reviewed by an attorney.

In what States is EPM currently offering Services?

EPM currently provides free educational resources containing useful information for residents of all 50 states.  EPM’s web-based estate planning software platform tools are currently available for people that wish to create an estate plan under Illinois law.  Many other states are coming soon.

In What States is ADAM Currently Available?

EPM’s web-based estate planning software platform tools are currently available for people that wish to create an estate plan under Illinois law.  Many other states are coming soon.