Welcome to the FundingPro™ and SettlementPro™ Web Site!
Software Systems for Estate Planners and Attorneys

Estate Plans are judged by how well they work.
Our software tools ensure plan success

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 through expanded client relationships, better productivity, and increased profits.


 


Visit our web site at www.advancedplanningllc.com

Contact Us (800) 300-0431