|
Demo
Introduction
Software
System
Trust
Settlement Introduction
Trust
Settlement involves the administration of a Living
Trust upon the death or disability of a trustmaker/grantor.
Trust settlement is a complex process and involves numerous legal
issues and tasks (e.g. valuations, asset transfers, accounting, receipts,
distributions, tax filings, etc). Estate planning attorneys
need a professional system with proven tools to organize and manage
the trust settlement process efficiently during often difficult and
sensitive times.
SettlementPro™ Trust
Settlement Software System is the
most comprehensive system available to automate and organize the
settlement process. SettlementPro™ performs administrative functions
on the death a single client, the first spouse, the second spouse,
or a client's disability*.
SettlementPro™'s
extensive functions can manage all major activities associated with
trust settlement (see software
summary for a detailed catalogue of functions) in one
streamlined, user-friendly system. SettlementPro™'s
materials can also be customized to the needs of your jurisdiction
and is fully compatible with FundingPro™,
our companion asset transfer system for funding trusts.
As the number of individuals who have established Living
Trust-centered estate plans continues to grow, these trusts will
need to be settled on death or disability in an ordered and accurate
manner. Implementing a professional system to settle trusts
eliminates obstacles to quality service and reduces malpractice
exposure. A subscription to SettlementPro™ provides your clients with the
superior trust settlement services they expect and deserve!
*NOTE:
Future releases of SettlementPro™
to include a comprehensive module for disability administration..
|
