# Advanced Planning Solutions, Llc - Manufacturer Fundingpro And Settlementpro Software Systems

> Publicly sourced profile assembled by Optimly, in the Optimly AI Brand Index. Last refreshed 2026-10-04.

- **Business Profile:** https://optimly.ai/brand/advanced-planning-solutions-llc-manufacturer-fundingpro-and-settlementpro-software-systems
- **Dataset:** https://optimly.ai/brand/advanced-planning-solutions-llc-manufacturer-fundingpro-and-settlementpro-software-systems.json
- **Markdown:** https://optimly.ai/brand/advanced-planning-solutions-llc-manufacturer-fundingpro-and-settlementpro-software-systems/llms.txt
- **Official website:** https://advancedplanningllc.com
- **Slug:** advanced-planning-solutions-llc-manufacturer-fundingpro-and-settlementpro-software-systems
- **Categories:** legal-technology

## Overview

- **Tagline:** 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.
Source: Brand's website (https://advancedplanningllc.com) · 2026-10-04

- **Description:** 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.
Source: Brand's website (https://advancedplanningllc.com) · 2026-10-04

## Offerings

- **Core capabilities:**
  - FundingPro™ (asset transfer system)
  - SettlementPro™ (post-mortem and disability administration software)
  - Cloud Estate Plan™ (cloud-based estate planning system).
Source: Brand's website (https://advancedplanningllc.com) · 2026-10-04

- **Pricing:** Not specified, likely license or subscription-based.
Source: Brand's website (https://advancedplanningllc.com) · 2026-10-04

## Audience

- **Target industry:** Estate planning attorneys and law firms.
Source: Brand's website (https://advancedplanningllc.com) · 2026-10-04

Page last updated 2026-10-17.