Advanced Planning Solutions, LLC

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FundingPro
Trust Funding System

SettlementPro
Trust Settlement System

Knowledge
Base

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Services

Software,
Binders, Tabs,
and HotDocs
®

The leading trust
funding software system
for estate planners.

Trust settlement software
for post-mortem and
disability administration.

Training and information
for estate planners
and trust clients.

Estate planning
services and practice
tools
for Members.

 

Demo Videos     Introduction     Software     Support     Training     Samples     Marketing

FundingPro™ Demo Videos

NOTE: In addition to the demo videos provided below, you may request a 30-Day Trial Version by using the Trial Version Request Form.

  To view videos enlarged and "full screen," right click on the video in Windows Media Player and select "Full Screen."
Download Free Windows Media Player
 

 

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.

398 West Bagley Road, Suite 14    Berea, Ohio 44017
Sales & Support (800) 300-0431 
  Fax (866) 638-4022
© 1998 – 2010 Advanced Planning Solutions, LLC. 
All Rights Reserved.

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