Advanced Planning Solutions, Llc - Manufacturer Fundingpro And Settlementpro Software Systems
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Overview
Tagline Brand's website · 2026-10-04
Recognized leader since 1998 in trust funding and trust settlement software, offering integrated systems that streamline workflow, increase productivity, and grow business for estate planners by keeping client plans effective and up-to-date.
Description Brand's website · 2026-10-04
Advanced Planning Solutions, LLC develops and provides software systems like FundingPro™, SettlementPro™, and Cloud Estate Plan™ that help legal professionals streamline and manage complex trust funding, plan maintenance, and estate settlement tasks to improve efficiency, client outcomes, and firm profitability.
Offerings
Core capabilities Brand's website · 2026-10-04
- FundingPro™ (asset transfer system)
- SettlementPro™ (post-mortem and disability administration software)
- Cloud Estate Plan™ (cloud-based estate planning system).
Pricing Brand's website · 2026-10-04
Not specified, likely license or subscription-based.
Audience
Target industry Brand's website · 2026-10-04
Estate planning attorneys and law firms.
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Claim Advanced Planning Solutions, Llc - Manufacturer Fundingpro And Settlementpro Software Systems — free →Page last updated 2026-10-17.