The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

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Sales and General Information
(800) 300-0431 ext. 1


Software Support
(800) 300-0431 ext. 2 or 3


Toll Free Fax
(866) 638-4022


Advanced Planning Solutions, LLC
5700 Lombardo Center Drive, Suite 290
Seven Hills, Ohio  44131


HotDocs® Sales
Mr. Scott Myers
HotDocs® Sales
Phone: (801) 615-2201
Fax: (
801) 868-3627



About Us


Advanced Planning Solutions is the recognized leader in trust funding and trust settlement software systems for professional estate planners.  Since 1998 we have furnished our industry-leading software tools to hundreds of estate planning firms throughout the country.


Our proven software systems are integrated for efficient, accurate, and profitable automation of trust funding and settlement activities.  The systems also capably facilitate services related to estate plan maintenance.  An optional integration with the National Network of Estate Planning Attorneys trust design and drafting software provides superior software automation across all major stages of estate planning – plan design, trust funding, estate plan maintenance, and trust settlement administration.


Our unrivaled training tools, knowledge base, and marketing resources provide estate planning firms with practical guidance for training their personnel, resulting in straightforward and successful implementation.

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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.


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 – 2016 Advanced Planning Solutions, LLC
All Rights Reserved.