The FundingPro™ Trust Funding Software System
Professional asset transfer software system powered by HotDocs® designed to fund all asset types to Living Trusts including:

■ Proven step-by-step trust funding office procedures to facilitate accurate, efficient, and profitable trust funding services
■ Software application integrated with the SettlementPro™ Trust Settlement Software System to leverage efficiency and to automate major planning stages
■ Private client data files stored locally at firm for use in future trust funding tasks, trust funding reviews, and trust settlement administration
■ Professional funding reports including detailed asset summaries, allocation worksheets, and funding verification progress reports
■ Automated fill-in asset transfer forms and funding requirements for national financial firms, insurance and annuity companies, and government securities
■ Custom trust funding documents and verification forms tailored to asset transfer legal guidelines
■ Forms to fund Irrevocable Life Insurance Trusts
■ Trust funding meeting and client educational materials
■ Comprehensive funding verification tracking system and funding billing resources
■ Complete office training tools and technical legal knowledge base

The SettlementPro™ Trust Settlement Software System
Professional trust settlement software system powered by HotDocs® designed to automate major activities associated with death administration including:

■ Proven step-by-step trust settlement office procedures to facilitate accurate, efficient, and profitable trust settlement services
■ Software application integrated with the FundingPro™ Trust Funding Software System to leverage efficiency and to automate major planning stages
■ Private client data files stored locally at firm for use in ongoing trust settlement activities
■ Automated settlement procedures for estate inventory, valuation, debts, and accounting stages
■ Professional estate settlement reports displaying asset inventory, accounting, and post-mortem funding activities
■ Post-mortem funding and disbursement process with custom forms tailored to asset transfer guidelines
■ Settlement meeting resources and trustee educational materials
■ Settlement task checklists, office tracking tools, time and billing resources
■ Trust settlement templates for correspondence, beneficiary communications, trustee meeting agendas
■ Comprehensive post-mortem funding and disbursement process

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