The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

 
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Why Fund & Settle Trusts?

Advantages of full service estate planning


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The FundingPro™ and SettlementPro™ Software Systems

Trust Funding and Trust Settlement Administration Software

Succcessful living trusts work as they are designed. The FundingPro™ and SettlementPro™ Software Systems make that feasible by streamlining and managing cumbersome trust funding and settlement tasks. Many firms offer trust funding, trust maintenance, and trust settlement services to keep client plans up-to-date and effective, resulting in improved client outcomes. Beyond that, the FundingPro™ and SettlementPro™ software systems grow estate planning firms through increased profits and improved productivity. 


 





 

The FundingPro™ and SettlementPro™ software achieve several valuable outcomes:

  • Transform cumbersome administration into well managed services that attract and retain clients

  • Develop indispensible office systems that foster relationship-driven and profitable law practices

  • Offer a range of professional services that grow revenue and help keep living trust plans up to date

  • Partner more effectively with professional advisors and make positive impressions in the marketplace

  • Train estate planners and paraprofessionals to fund and settle living trusts using efficient turn-key software automation

Living trust estate plans are no longer just about the trust documents. Living Trusts are judged by how well they work.  Our software tools support the trust's success.

Today's estate planning is also about keeping living trusts current and effective. Cutting-edge estate planning attorneys recognize the need to care for trust plans throughout their clients' lifetimes and do it capably. Law firms now offer full service estate planning, complete with trust funding, trust maintenance, and trust settlement programs - all designed to ensure that estate plans remain current and continue to achieve their client's goals. The FundingPro™ and SettlementPro™ software help law firms coordinate these important client services and build rewarding estate planning practices.

Software Systems for Effective Estate Plans

FundingPro™ and SettlementPro™ make estate plans more effective and firms more profitable. These automated systems streamline workflow and increase productivity. Firms throughout the country use the integrated FundingPro™ and SettlementPro™ software systems to fund and settle living trusts proficiently.

 

         
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