Bruce Wagner

Consultant at Advanced Planning Solutions - Seven Hills, OH, US

Bruce Wagner's Colleagues at Advanced Planning Solutions
Michael Jones

Partner

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James Genthe

Owner

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Bruce Wagner's Contact Details
Email (Verified)
***@advancedplanningllc.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
801-615-2201
Location
Sarasota, Florida, United States
Company
Advanced Planning Solutions
Bruce Wagner's Company Details
Advanced Planning Solutions logo, Advanced Planning Solutions contact details

Advanced Planning Solutions

Seven Hills, OH, US • 5 - 9 Employees
Legal/Attorney

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!

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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Frequently Asked Questions about Bruce Wagner
Bruce Wagner currently works for Advanced Planning Solutions.
Bruce Wagner's role at Advanced Planning Solutions is Consultant.
Bruce Wagner's email address is ***@advancedplanningllc.com. To view Bruce Wagner's full email address, please signup to ConnectPlex.
Bruce Wagner works in the Legal/Attorney industry.
Bruce Wagner's colleagues at Advanced Planning Solutions are Michael Jones, James Genthe and others.
Bruce Wagner's phone number is 801-615-2201
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