Advanced Planning Solutions, LLC

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Trust Funding System

SettlementPro
Trust Settlement System

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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.

 

Member Services

  Support
     
Email:    support@advancedplanningllc.com
      Phone:  (800) 300-0431 or (440) 229-6220 ext. 2 or 3
 

 Order Products and Resources
    
 Software, HotDocs®, Post-It® Notes, Binder Supplies

 

  Sales
     
Email:    sales@advancedplanningllc.com
      Phone:  (800) 300-0431 or (440) 229-6220 ext. 1
 

 Strategic Partners
   
  Professional services for the estate planning community

 

 Login Member Sites (passwords required)
     
FundingPro™ Member Site
      SettlementPro™ Member Site
      PlanningPro™ Member Site
      Personal Family Lawyer™ Member Site
    

 Knowledge Base
      General information on funding and settling living trusts


 

 Tech Support Videos
   
  Software settings, installation, and networking

 Privacy Policy
      Security of your information and your client's confidential data

 

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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