FundingPro™ Software

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FundingPro™ Software

The FundingPro™ software system drafts tailored documents to transfer nearly all types of assets to trust. But FundingPro™ is so much more! It is a step-by-step system that standardizes administrative workflow in the office. Planners or paralegals can readily use FundingPro™ to manage asset transfers for each client with thorough tracking tools, client-ready professional estate reports, and institutional funding forms for many of the national financial firms. FundingPro also includes the resources to organize your files, track your progress, and conduct regular funding reviews to make sure the trust stays funded over time. The FundingPro™ Trust Funding Software System transfers assets to a client's trust by performing several important trust funding functions.

The FundingPro™ Software...
n	Is easy to use! Guides you through funding interview dialogs using HotDocs®, the popular drafting software, and Microsoft® Word®.
n	Drafts customized transfer correspondence. Forms instruct agents to change asset ownership, title, or beneficiary designations
n	Fills in institutional transfer forms for national financial firms automatically! Library of 100+ transfer forms for investment, insurance, annuity, retirement plans, and government bonds and securities.
n	Creates checklists with company funding requirements. Includes filing protocols for company forms library, minimizing paralegal research and work.
n	Includes office tracking and funding verification tools. Organizes and manages the funding process to confirm transfers in a timely fashion.
n	Creates professional client asset reports. Summarizes what clients own, how assets are allocated, and the total estate value for easy reference.
n	Allocates assets between two spouses' estates. Creates ledgers for joint and separate trusts.
n	Works in any state! Funds single, joint, and separate living trusts and and ILITs in both separate and community property jurisdictions.
n	Can be customized where needed. HotDocs®-based design makes modifying templates easy.
n	Fully integrated with SettlementPro™, our trust administration software system. Seamless data transfer to settlement software, limiting cumbersome work when client passes away or becomes disabled.
n	Reduces malpractice exposure. Tailored software functions address specific asset guidelines and protect against funding errors.
n	Targets a 90-day completion goal. Tracks progress and timeline to finish funding tasks more promptly.
n	Drafts client correspondence and educational materials. Includes instructional resources on trust funding and why it is important to the success estate plans.
n	Flexible funding options for customized planning. "Payable on Death," "Cascading" retirement beneficiaries, and transfers other planning entities where preferred.
n	Is 100% secure, giving you in complete control of your client data. Your client's financial information is stored on your local workstation or network.