The FundingPro™ Trust Funding System

FundingPro™ funds trusts at inception and them managers the funding during lifetime, providing an effective foundation for a successful estate plan maintenance program.

Designed by estate planning attorneys with successful full service firms, FundingPro™ is a comprehensive trust funding system that guides you through every aspect of funding.  Law firms that design, fund, and maintain trust-based client plans during lifetime are much more likely to be retained for the administration of those plans upon the client's death.  FundingPro™'s intergration with the SettlementPro™ trust settlement software system provides seamless automation through to death administration.  When the systems are used together, FundingPro™ and SettlementPro™ deliver efficiently to majore stages of estate planning.

FundingPro™ resolves funding missteps, unfinished transfers, disorganized funding files or incomplete funding work.  Everything your firm needs to overcome these administrative challenges is here -- along with the forms, reports, tracking tools, and follow through to enure the work is accomplished accurately and in a timely fashion.  FundingPro™ also contains a library of over 100 automated funding forms for national financial firms and insurance commpanies.  FundingPro™'s software automation and proven funding management system result in practical and profitable trust funding services.

Meet The SettlementPro™ Trust Settlement Software System