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Demo
Introduction
Software
System
The
SettlementPro™
Trust Settlement System
SettlementPro™
is a one-of-a-kind,
automated trust settlement system for
all stages of post-mortem and disability
administration. Easy
to use, SettlementPro™
organizes trust administration more efficiently by providing a
step-by-step
framework for settlement and by managing a wide array
of trust settlement activities.
SettlementPro™
organizes trust settlement using a practical blueprint.
SettlementPro™
provides you with a professional client meeting structure
for each step in the process, complete with pre-designed
meeting materials that can be modified to your
jurisdiction. Key settlement activities are coordinated with
every stage and the client meetings themselves, making the process
orderly and more efficient. The trust administration
activities performed by SettlementPro™
are both broad and thorough, providing you with the only trust
settlement tool you will need!
(See the Software
Summary for a comprehensive catalogue of software functions.)
SettlementPro™
can be used for scenarios when one or both spouses are
deceased or disabled in community and separate property
jurisdictions. SettlementPro™
uses the popular HotDocs® software and is fully compatible with FundingPro™,
our companion trust funding software system.
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