About FundingPro™

Profitable

Efficient

Automation

The FundingPro™ system automates and standardizes complex asset transfer tasks to make them profitable and efficient. At design, FundingPro™ funds assets to various trusts and then manages the funding during lifetime, providing an essential framework for an estate plan maintenance program.
 
FundingPro™ shares data with the SettlementPro™ system to provide you with valuable integration for death and disability administration, eliminating repetitive and cumbersome case work. When used together to manage estate plans,  FundingPro™ and SettlementPro™ are indispensable software tools for relationship-driven firms that plan across generations.

FundingPro™ Features

 

FundingPro is a comprehensive and proven funding system

● Asset-specific transfer process for all asset types
● Detailed transfer instructions and verification

● Company-specific transfer and beneficiary forms

● Professional estate and asset summary reports

● Funding tracking tools and systems
Pre-approval functions for Powers of Attorney

Client funding reviews for your firm's plan maintenance program

● Client data storage for future funding reviews and asset transfers

● Monthly software updates to keep funding forms current and accurate

Integration with SettlementPro for post-mortem administration

● Data sharing with SettlementPro™ to eliminate repetitive work

Surviving spouse funding after death of first spouse

● Legal-technical guidelines to train planners and paraprofessionals

● Client funding educational materials

● Marketing kits to promote trust funding services

WHAT USERS SAY

FundingPro™ has taken the nightmare out of funding trusts! FundingPro™ makes it easy to accomplish detailed funding tasks and manage multiple funding cases at the same time. FundingPro™ also generates reports that make it simple for us to review exactly where we are in the funding process for each client. This thoroughness rewards the confidence our clients and their advisors place in our estate planning services. We have been successfully using FundingPro™ for years and highly endorse it!

© 2020

The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.