Advanced Planning Solutions, LLC

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Trust Funding System

SettlementPro
Trust Settlement System

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The leading trust
funding software system
for estate planners.

Trust settlement software
for post-mortem and
disability administration.

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for estate planners
and trust clients.

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Advanced Planning Solutions, LLC is the leader in estate planning software systems that fund assets to living trusts during lifetime and manage the administration & settlement of living trusts after death.
 

Law firms throughout the country rely on our integrated, easy-to-use software tools to fund and settle their clients' estate plans with ease and success.  Please investigate our FundingPro and SettlementPro software systems, the unparalleled support services we furnish to Members, and our helpful knowledge base of trust funding and settlement information.  Watch demo videos to evaluate the software for yourself and read software user reviews.  Then let us help you automate cumbersome legal tasks, manage administration more effectively,  and build a more efficient, profitable, and rewarding estate planning practice. 

 

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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.

398 West Bagley Road, Suite 14    Berea, Ohio 44017
Sales & Support (800) 300-0431 
  Fax (866) 638-4022
© 1998 – 2010 Advanced Planning Solutions, LLC. 
All Rights Reserved.

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