The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

 
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Mailing List

Thank you for your interest in our mailing list.  Please complete the form below to register.   You may sign up more than one person in your firm and there is no cost to participate.  On average, you can expect to receive 1-3 valuable messages per month including information about our coming events.  Please note that your personal information is used only for our Member mailing list and is not shared with any third party.  Additionally, this mailing list is not a listserve.   

The email list consists of educational materials and announcements for estate planners interested in fostering exceptional trust funding and trust settlement services in their practices.  We currently have hundreds of attorneys and paralegals who are subscribed to our mailing list.  Once registered, you will always have full control of your mailing list subscription including the ability to change your email address or discontinue service entirely.  Simply click on the "manage your subscription" link at the bottom of any email message from us and update your profile.  Of course, please contact us if you have any questions!

 

 

 

 

 
 

     
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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
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Advanced Planning Solutions, LLC
398 West Bagley Road, Suite 14  ●  Berea, Ohio 44017
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