Advanced Planning Solutions, LLC

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Trust Funding System

SettlementPro
Trust Settlement System

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The leading trust
funding software system
for estate planners.

Trust settlement software
for post-mortem and
disability administration.

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and trust clients.

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Advanced Planning Solutions, LLC is the leading provider of software systems for funding living trusts and settling living trusts.   Hundreds of law firms around the country use our software products to fund and settle their clients' estate plans with ease and success.  Please investigate our FundingPro and SettlementPro software systems, the unparalleled support services we furnish to Members, and our helpful knowledge base of trust funding and settlement information.  Watch demo videos to evaluate the software systems for yourself.  Then let us help you automate cumbersome tasks and build a more efficient, rewarding estate planning practice.  We look forward to hearing from you!

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FundingPro and SettlementPro are registered trademarks of Advanced Planning Solutions, LLC.  All other trademarks and company names are trademarks and tradenames of their respective companies and are the sole property of their respective companies or owners.

398 West Bagley Road, Suite 14  Ÿ  Berea, Ohio 44017
Sales & Support (800) 300-0431 
Ÿ  Fax (866) 638-4022
©1998 – 2008 Advanced Planning Solutions, LLC. 
All Rights Reserved.

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