Advanced Planning Solutions

Legal/Attorney - Seven Hills, OH, US

Advanced Planning Solutions Details

Manufacturer FundingPro™ and SettlementPro™ Software SystemsAdvanced Planning Solutions, LLC is the leading provider of software systems for funding living trusts and settling living trusts. Hundreds of law firms around the country use our software products to fund and settle their clients' estate plans with ease and success. FundingPro™ and SettlementPro™ make estate plans more effective and firms more profitable. These automated systems streamline workflow and increase productivity. Firms throughout the country use the integrated FundingPro™ and SettlementPro™ software systems to fund and settle living trusts proficiently. Please visit us at www.advancedplanningllc.com.Please investigate our FundingPro™ and SettlementPro™ software systems, the unparalleled support services we furnish to Members, and our helpful knowledge base of trust funding and settlement information. Watch demo videos to evaluate the software systems for yourself. Then let us help you automate cumbersome tasks and build a more efficient, rewarding estate planning practice. We look forward to hearing from you!

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Employees: 5 - 9
HQ: 801-615-2201
Location: Seven Hills, OH, US
Revenue: 1 - 2.5 Million
living trusts funding settlement software estate planning trust funding trust settlement post-mortem administration death administration asset transfer probate administratoin disability trust administration Legal/Attorney Legal Services
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