Reviews
"FundingPro™ and SettlementPro™ are indispensable
elements of our formal updating program. From the earliest days of
development of the updating philosophy, it was clear that fast,
dependable, and accurate software would be needed to reach our
goals. FundingPro™ provides us with both an efficient
initial funding system and, even more importantly, an efficient
financial updating system. The organized, polished, and professional
reports generated by FundingPro™ consistently bring rave
reviews from our clients. The integration of client information with
SettlementPro™ has greatly improved our workflow,
turnaround time, and profitability in our post-mortem practice.
Finally, we have been consistently pleased and amazed with the
prompt, personalized attention and superior support provided at no
additional cost. I give my highest recommendation to both the
Advanced Planning Solutions' products and service teams!"
Richard L. Randall, Esq.
Randall Law Offices, Indianapolis, IN
President, LifeSpan, LLC
"FundingPro™ has taken the nightmare out of funding a
living trust! We do practically all trust funding in-house because
we believe these activities create opportunities to build on
relationships with our clients and their advisors. FundingPro™
makes it easy to accomplish detailed funding tasks and manage
multiple funding cases at the same time. FundingPro’s
documents and forms are always legally accurate and complete. FundingPro™
also generates reports that make it simple for us to review exactly
where we are in the funding process for each client. This
thoroughness rewards the confidence out clients and their advisors
place in our estate planning services. We have been successfully
using FundingPro™ for years and highly endorse it."
Thomas J. Ray Jr., Esq.
Linda M. Ray, Client Services Manager
RAY LAW OFFICES, A Professional Corporation
St. Louis, Missouri
"For years our firm wanted an easy-to-train,
comprehensive suite of tools for our Wealth Planning practice. We
found one critical component of it with FundingPro™, a
holistic software program and process to fund our clients estate
plans. FundingPro™ combines ease of use, management
reports, and training into a seamless solution that creates profit
for our practice. Better yet, it integrates into other first-rate
software including WealthDocs™ and Connect2A™,
providing us with a comprehensive suite of tools. Training and
support are incredible too!"
C. Dennis Brislawn, Jr., Esq.
Principal Attorney, Brislawn Lofton Gregorek, PLLC
Kirkland, Washington
"The best way to judge any company’s product or service is by
the people who built it and support it. The Advanced Planning
Solutions’ management team is comprised of a knowledgeable and
experienced estate planning attorney, who built the systems he
needed and still uses in his practice every day; a software
engineer, whose expertise is held in the highest regard by over 1000
estate planning attorneys throughout the country, and a support
professional who is one of the nicest, smartest, most accommodating
people you could ever hope to work with. I have also had the good
fortune to work with many of these same attorneys that use FundingPro™
and SettlementPro™, and have heard their praise and
recommendation for these two automated systems designed to more
efficiently manage and integrate software systems for your estate
planning practice."
Roberta J. Trudeau
Executive Director
WealthCounsel, LLC
"I am very impressed with the SettlementPro™ software.
At the beginning of a settlement, it gives you the checklists, time
sheets and other documents you need to open a file. It walks you
through the rest of the process by providing you with logical
categories -- complete with sample letters, IRS forms, checklists
and questionnaires -- for completing the taxation, asset inventory,
asset valuation, accounting and distribution phases of trust
administration. It even gives you a system for closing the file.
With SettlementPro™, you'll have everything you could
possible need in a logical and well-organized system that's also
very easy to use."
Gretchen Morris, Esq.,
Attorney at Law
Nationally renowned instructor on trust and estate administration
Corvallis, Oregon
"Advanced Planning Solutions’ FundingPro™ and SettlementPro™
are powerful tools for the estate planner. Not only do we use FundingPro™
and SettlementPro™ in our legal practice, but after
an extensive review of the desktop software solutions available, we
selected the ProSuite™ as your preferred integration
tools for Connect2A™ electronic database service. With the
combined power of Connect2A™ and these best of class
systems, what used to take hours now takes us minutes to
accomplish."
Brian A. Eagle, JD, CEO
Connect2A
Managing Attorney, Indianapolis Office of the Law Firm
Eagle & Fein
"As a Trust Funding Coordinator, I use FundingPro™ on
a daily basis. It has made my job much more efficient and organized.
FundingPro™ can make any attorney's funding process easier
to manage. Our Law Office now has all the client's funding documents
ready at the time of the trust delivery. "What else can I
say...FundingPro™ is a great tool. Once you use it you'll
be hooked!"
Kimberly Watson
Trust Funding Coordinator
Libertyville, Illinois
"FundingPro™ is one of the most useful tools that we
have invested in for our estate planning practice. Our small
investment has created value, not only to our law firm, but also to
our valued clients. We are better organized and more efficient in
our trust funding process, thanks to the FundingPro™
system!"
Steven W. Brown, Esq.
Attorney at Law
Salina, Kansas
"The team at Advanced Planning Solutions has performed an
excellent job preparing the SettlementPro™ software. I am
certain the system will be invaluable in handling trust settlements.
The SettlementPro™ software takes some very important steps
in the trust settlement process that many attorneys don't even think
of. The software appears to be quite user-friendly and will help us
perform a much more professional job on our
settlements."
Teresa Byrd Morgan, Esq.
Attorney at Law
Lake City, Florida
"[The FundingPro™] seminar was one of the best things
our office has done for our funding process. Without doubt many of
the procedures learned--and the implementation of FundingPro™--are
going to form the cornerstones of our funding procedures! Excellent
job!"
Kevin Purcell, Esq.
Attorney at Law
Cleveland, Ohio
"This (FundingPro™) is an incredible program. Makes a
very difficult process very simple. Simple to use with great
results. More than worth the cost!!! Keep up the good work."
Sue Goulding, Esq.
Attorney at Law
Glendera, California
"I believe the use of the FundingPro™ software will
cut at least 3 hours of work. I can't wait...to implement new
systems and procedures. I know this system will save me time and
allow me to earn more money."
John P. Garvey, Esq.
Attorney at Law
Smithtown, New York
