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Demo
Introduction
Software
System
SettlementPro™
Trust Settlement Software System
"I
am very impressed with this 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 and nationally recognized instructor on trust and estate administration
Designing and funding
your client's estate plan is just the beginning phase.
Eventually, it will fall to you to ensure that their wishes are
carried out when you perform the post-mortem administration of
winding down the estate. SettlementPro™
is just the system you need to manage this process
effectively, efficiently, and profitably.
SettlementPro™ helps
to standardize your settlement process with trustee training
resources, correspondence and meeting materials, workflow
checklists, professional asset reports, inventory and valuation
resources, receipts and disbursement tracking tools, asset transfer
forms, beneficiary status letters, and much more!
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The step-by-step SettlementPro™ system helps you...
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Inventory the decedent's estate and obtain values on assets.
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Track
and pay estate debts.
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Maintain estate
receipts and disbursements throughout the settlement process.
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Prepare for tax
filings and estate accounting.
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Fund assets to
sub-trusts and verify transfers.
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Distribute assets to
beneficiaries.
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Correspond with
beneficiaries on trust settlement progress.
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Future releases to include a complete disability module for trustmakers who can no longer manage their affairs.
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The
SettlementPro™
software is a cutting-edge
technology solution, coordinating all the major activities of trust
settlement. Using our professional trust settlement resources,
SettlementPro™
manages with ease and efficiency the complex and numerous tasks associated with trust
administration. SettlementPro™
will streamline and standardize your trust administration services
in one complete package! SettlementPro™ also
integrates with our FundingPro™ Trust Funding Software
System, providing you with a seamless and efficient interface to
manage client planning and information. |
