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AP Trusts focuses on asset protection for individuals, while Business Trusts is designed for commercial entity formation and management. Both offer comprehensive trust creation capabilities but with different templates and compliance features tailored to their specific use cases.
Yes, you can upgrade from Basic to Ultra or Enterprise at any time. Your existing trusts and templates will carry over automatically. Contact support for assistance with the upgrade process.
License activation is automatic when you log in with your account credentials. After purchasing a license, simply log in to your account and your license will be activated automatically. If you experience any issues, contact support for assistance.
As a cloud-based SaaS platform, you only need a modern web browser (Chrome 90+, Firefox 88+, Safari 14+, or Edge 90+) and a stable internet connection. No software installation required.
Your data is automatically backed up daily in the cloud. You can also export individual trusts as needed from your dashboard.
As a cloud-based service, an internet connection is required. However, some features like document editing can work in limited offline mode with automatic sync when reconnected.