Estate Plans are judged by how well they work.
Our software tools support plan success.
SettlementPro™ post-mortem and disability software system.
FundingPro™ asset transfer system for initial and lifetime trust funding.
FundingPro™ and SettlementPro™ Software Systems streamline and manage cumbersome trust funding, plan maintenance, and estate settlement tasks to keep client plans effective and up-to-date, resulting in superior client outcomes. Beyond achieving client goals, the integrated FundingPro™ and SettlementPro™ software systems grow business by expanded client relationships, better productivity, and increased profits.
"FundingPro™ and SettlementPro™ are indispensable elements of our law firm's formal update program."
Richard L. Randall, Esq.
Chairman, National Network of Estate Planning Attorneys
EFFECTIVE, RELIABLE ESTATE PLANS
FundingPro™ and SettlementPro™ make estate plans more effective and firms more profitable. Our automated systems streamline workflow and increase productivity while helping to grow your business. Firms throughout the country use the integrated FundingPro™ and SettlementPro™ Software Systems to fund, maintain, and settle trusts proficiently and support successful estate plan update programs serving clients across generations.