top of page
Products
FundingPro™
FundingPro™ transfers assets to all types of trusts entities efficiently and profitably. By transforming cumbersome administrative tasks into productive and profitable client services, you can build a relationship-driven practice that emphasizes routine updating and generational planning, resulting in firm growth based on the simple but uncommon conviction that estate plans should work as designed.
SettlementPro™
SettlementPro™ efficiently coordinates the complex legal and administrative tasks of death and disability administration in an organized and streamlined software system. The software standardizes your settlement process. Tight integration with FundingPro™ ensures that your clients' estates settled proficiently and economically.
bottom of page