ADVANCED PLANNING

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... Since 1998 Advanced Planning Solutions, LLC is the recognized leader in trust funding and trust settlement software systems designed for the estate planner. We furnish industry-leading software tools and training resources to hundreds of firms throughout the country. FundingPro™ and SettlementPro™ make estate plans more effective and firms more profitable.

Primary location: Ohio United States