The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

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The FundingPro™ and SettlementPro™ Software Systems

Living Trust Funding and Trust Settlement Administration Software



Advanced Planning Solutions, LLC provides estate planning professionals with software applications and systems to help them coordinate trust funding, trust settlement, and post mortem trust administration.  Estate planning attorneys use our FundingPro™ trust funding software system to transfer assets to living trusts.  Our SettlementPro™ post mortem settlement software coordinates trust estate administration for law firms.


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

  • Train attorneys and paralegals to fund and settle living trusts using efficient turn-key software automation

  • 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.

Living trust estate plans are no longer just about the trust documents.

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.

Our Mission

Since in 1998 Advanced Planning Solutions, LLC serves estate planning attorneys with best in class software applications supported by integrated practice systems to professionally manage trust funding and trust settlement services.  Hundreds of firms throughout the country use the proven FundingPro™ and SettlementPro™ automated software systems to fund and settle living trusts effectively.  Attorneys rely on our products to increase revenue, train personnel, streamline workflow, and expand the estate planning services they provide to clients.  With our indispensible legal tools and knowledge, estate planners build relationship-driven, full service firms and ensure client estate plans work as designed.

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FundingPro™ and SettlementPro™ are registered trademarks of Advanced Planning Solutions, LLC.
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 of their respective companies and are
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Advanced Planning Solutions, LLC
5700 Lombardo Center Drive, Suite 290  ●  Seven Hills, Ohio 44131
Sales & Support (800) 300-0431  ●  Fax (866) 638-4022
Copyright © 1998 – 2014 Advanced Planning Solutions, LLC
All Rights Reserved.