SettlementPro™. . .  Death and Disability Administration

Automate complex estate administration tasks, making them profitable and efficient.

SettlementPro™ automates death and disability estate administration with custom client resources and a standardized process. Integration with FundingPro provides a seamless transition from trust funding and
plan maintenance to death settlement and successor planning.

About SettlementPro™

SettlementPro™ Features


  • Automate post-mortem and estate administration tasks

  • Generate legal and administrative resources for death and disability administration

  • Track asset transfers and values

  • Standardize procedures, meetings, and office systems so no task is overlooked

  • Transfer assets to credit shelter trusts, trust shares, and beneficiaries

  • Client-ready reports that track the asset transfer process for non-tax or taxable trusts

  • Internal reports identifying and managing settlement actions and follow up tasks

  • Asset reports for surviving spouses and beneficiaries in maintenance programs

  • Accounting reports to comply with Uniform Trust Code disclosure requirements

  • Correspondence to beneficiaries and trustees that comply with Uniform Trust Code notice requirements

  • Physician or Disability Panel Certificates to evidence incapacity and change trustees

  • Client data storage for future asset transfers on the death of a second spouse

  • Data integration with FundingPro™ for post-mortem administration

  • Supported with detailed help screen content and comprehensive software training videos


I am very impressed with the SettlementPro™ software. At the beginning of a settlement, it gives you the checklists, time sheets, and other documents you need to open a file. It walks you through the rest of the process by providing you with logical categories - complete with sample letters, IRS forms, checklists and questionnaires - for completing taxation, asset inventory, asset valuation, accounting and distribution phases of trust administration. It even gives you a system for closing the file. With SettlementPro™, you have everything you could possible need in a logical and well-organized system that's very easy to use.