SettlementPro™ efficiently
coordinates the complex legal and administrative tasks of death trust
settlements in an organized and streamlined software system.
The growing prevalence of living trusts –
coupled with a large and rapidly-aging baby boomer
generation – presents law firms with a
substantial business opportunity. Rather than incurring
the costs and difficulties of trying to "invent the wheel"
themselves, many successful law firms use the
SettlementPro™ Trust Settlement System to manage
and support their professional trust administration services.
The SettlementPro™ system is a
cutting-edge technology solution that addresses the major activities of
trust settlement. Highly organized and efficient, SettlementPro™
coordinates the numerous and complex tasks associated with death
administration into a standardized process for your firm. Powerful
integration with the FundingPro™
Trust Funding Software System provides a seamless and efficient
interface from trust funding and maintenance to death settlement.
SettlementPro™ supports your professional
settlement services with settlement meeting materials, correspondence,
administrative workflow checklists, trustee training resources,
professional asset reports, inventory and valuation resources, receipt
and disbursement tracking tools, asset transfer forms, beneficiary
status letters, and much more! As the number of clients who
establish trust-based estate plans grows, so does the need for these
trusts to be settled at death. SettlementPro™ furnishes you
with the tools to take full advantage of this growing opportunity.
Meet The
FundingPro™ Trust
Funding
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 possibly
need in a logical and well-organized system that's also very
easy to use."
Gretchen Morris, Esq.,
Attorney at Law Nationally
recognized instructor on trust and estate administration
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.
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