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    The FundingPro™ and SettlementPro™ Software Systems

    Software for Estate Planners, Attorneys, Financial Advisors

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    "Deep Dive" on Trust Settlement
     
    The Complexities and Challenges of Trust Settlement
    More About Maintenance and Updating

     

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    The Importance and Challenges of Trust Funding

     

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    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.

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