Demo Videos     Introduction     Software     Support     Training     Samples     Marketing

FundingPro™ Introduction

When you create a trust-based plan for clients, your work on their behalf is just beginning.  To ensure clients get the full value from their estate plan, their trusts must be properly funded by transferring assets to their trusts.  Increasingly, estate planners recognize the importance not leaving funding to chance.  Although critical to estate planning process, trust funding can be time-consuming, tedious, and costly for you to perform.  Fortunately, there's a proven solution!  Our  FundingPro™ software standardizes cumbersome services and establishes an efficient, accurate, and profitable system.  Just as you've come to count on software to draft quality trust documents, you can now rely on FundingPro™ to transform funding workflow in your practice.

Designed by successful estate planning attorneys, our proven FundingPro™ software system is the core document drafting and funding management tool.  The software is complemented by our staff and client training resources, online educational videos, and our legal funding support desk.  This exclusive array of sophisticated trust funding tools makes in-house funding successful.  FundingPro™ is fully compatible with SettlementPro™,  our companion software system for post-mortem and disability administration.