Software for Estate Planners, Attorneys, Financial Advisors
Estate Plans are judged by how well they work.
Our software tools support plan success.
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 through expanded client relationships, better productivity, and increased profits.
FundingPro™ transfers assets to trusts efficiently and profitably. By managing lifetime funding, it provides a foundation for effective estate plan maintenance programs.
SettlementPro™ efficiently coordinates the complex legal and administrative tasks of death and disability administration in an organized and streamlined software system.
"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.