800-300-0431 Home Order Demo Products Help Contact Login The FundingPro™ and SettlementPro™ Software Systems Software for Estate Planners, Attorneys, Financial Advisors Estate Plans are judged by how well they work. Our software tools support plan success. Product Demo The Win-Win Blueprint™ Learn More Learn More SettlementPro™ SettlementPro™ post-mortem and disability software system. FundingPro™ FundingPro™ asset transfer system for initial and lifetime trust funding. FundingPro™ and SettlementPro™ Software Systems streamline and manage cumbersome trust funding, plan maintenance, and estate settlement tasks to keep client plans effective and up-to-date, resulting in superior client outcomes. Beyond achieving client goals, the integrated FundingPro™ and SettlementPro™ software systems grow business by expanded client relationships, better productivity, and increased profits. "FundingPro™ and SettlementPro™ are indispensable elements of our law firm's formal update program." Richard L. Randall, Esq. Chairman, National Network of Estate Planning Attorneys Read review by Estate Planning magazine EFFECTIVE, RELIABLE ESTATE PLANS 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. ABOUT US 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. © 2021 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.