The SettlementPro™ Software...

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Provides a step-by-step overview of the settlement process.

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Settles single, joint, and separate living trusts.

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Tracks all aspects of the trust settlement process and workflow for post-mortem administration
(Future releases to include functions for disability administration.)

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Prepares checklists to organize settlement activities and coordinates responsibilities among key players.

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Conducts full estate accounting including distributions, receipts, debts, and disbursements.

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Generates professional spreadsheet reports for inventory, valuation, accounting, and asset transfer activities.

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Creates correspondence and appointment materials for each stage of the settlement process;

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Produces customized checklists detailing settlement tasks for each trustee meeting.

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Prepares detailed trustee settlement instructions and educational materials for non-professional trustees;

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Creates correspondence to calculate asset values & debts and collect death benefits on insurance, annuities, IRAs, etc.

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Prepares funding instruction letters and verifications to transfer assets to various subtrusts and trust shares;

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Prepares distribution correspondence and settlement status letters for beneficiaries;

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Generates representation agreements and billing documents.

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Creates affidavits of trust, legal releases, and attorney certification letters.

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Provides death claim requirements for national insurance and annuity companies.

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Automatically generates IRS forms including SS-4 applications.

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Tracks changes in trustees and generates correspondence notifying financial institutions.

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Tracks surviving spouse issues for future consideration upon second death.

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Builds a reusable database of contact information,  financial institutions, and professional advisors.

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Is designed to reduce malpractice by not overlooking issues.

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