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Advanced Planning Solutions, LLC www.advancedplanningllc.com
(877) 891-FUND
© 2003 Advanced Planning Solutions, LLC

FundingPro™ is a complete pre-mortem trust funding system designed to automate the transfer of assets to a client’s revocable living trust (RLT) or irrevocable life insurance trust (ILIT).
FundingPro™ allocates and funds all types of assets for single, joint, and separate trusts in community and separate property jurisdictions.
The 12-step trust funding system and software is the most comprehensive trust funding tool available for establishing efficient and profitable trust funding services.
© 2003 Advanced Planning Solutions, LLC

Since 1998, FundingPro™ has been built using the popular HotDocs® software, an industry standard application for efficient document automation.
FundingPro™ allocates and funds all types of assets for single, joint, and separate trusts in community and separate property jurisdictions.
The 12-step trust funding system and software is the most comprehensive trust funding tool available for establishing efficient and profitable trust funding services.
© 2003 Advanced Planning Solutions, LLC

 Manage all stages of the trust funding process
 Automate cumbersome administrative tasks and word-processing
 Streamline tracking and verification procedures
 Improve funding efficiency and accuracy
 Target 90-day trust funding completion goal
 Achieve client estate planning and trust goals
 Provide service that exceeds industry standards
 Excel in competitive planning markets
 Capture advanced planning and referral opportunities
© 2003 Advanced Planning Solutions, LLC

 Customized transfer letters drafted for all asset types
 Automated national company funding forms
 Requirements for submitting company funding forms
 Professional client-ready reports and estate summaries
 Asset allocation reports
 Office tracking tools to verify funding
 Client correspondence and educational materials
 Staff training materials
 Technical-Legal trust funding instructions
© 2003 Advanced Planning Solutions, LLC

Begin by entering client data to a HotDocs® answer file.
Click here to enter data
© 2003 Advanced Planning Solutions, LLC

Use data sharing or data conversion to save on duplicate entry.
Data can be populated from WealthDocs™ or from Connect2A.
© 2003 Advanced Planning Solutions, LLC

The first step is to input information about the client, spouse (if applicable), and the trusts to be funded.
Input client data here
Input spouse data here
Input trust and trustee, and data here
© 2003 Advanced Planning Solutions, LLC

The second step is to enter asset information by type of asset.
Asset categories are tailored to the trust funding guidelines for each asset type.
Enter as many assets as your client possesses.
Input asset data by category
© 2003 Advanced Planning Solutions, LLC

The following screen is a good example of an asset funding dialog. This is the dialog for a life insurance policy.
Select the life insurance company from our forms library.
Enter who the policy insures.
Indicate the policy’s new owner, if applicable.
Indicate the policy’s new beneficiaries.
Enter the policy’s original owner.
© 2003 Advanced Planning Solutions, LLC

The third step is to input information about the attorney, the firm coordinating the funding, and related document signing data.
Input attorney data here
Input document witness data here
Input notary data here
Input signing data here
Input data for who will coordinate the funding.
Options include a law firm, a financial advisor, a funding enterprise, or the clients themselves.
Use the Save button to save data
© 2003 Advanced Planning Solutions, LLC

Once data is entered, you can assemble customized client funding documents or customized client reports.
Click here to create funding documents
© 2003 Advanced Planning Solutions, LLC

Select the documents you wish to create. You can select individual categories or all the categories available.
Select the documents you wish to create here.
Grayed-out categories do not have any assets entered.
Click Finish to assemble documents
Customized client funding documents, tailored to the asset type, are assembled in
Microsoft® Word®
© 2003 Advanced Planning Solutions, LLC

FundingPro™ assembles transfer letters to change ownership and/or beneficiary designations, eliminating manual word processing.
Sample cash account funding letter
© 2003 Advanced Planning Solutions, LLC

FundingPro™ also creates verification documents for a transfer agent to complete confirming the requested change.
Sample cash account verification
© 2003 Advanced Planning Solutions, LLC

FundingPro™ assembles institutional funding forms for many of the national financial companies eliminating the need to obtain the forms or the form requirements.
FundingPro™ contains national funding forms for the following asset types:
 Annuity Contracts
 Life Insurance Policies
 Investment Accounts
 Retirement Plans
© 2003 Advanced Planning Solutions, LLC

Sample company funding form
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Sample funding form requirements
© 2003 Advanced Planning Solutions, LLC

Assemble a variety of professional client reports. These reports summarize the estate, allocate assets, or help you track the funding.
Click here to create funding reports
© 2003 Advanced Planning Solutions, LLC

Sample client
Asset
Detail
Report
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Provides estate summary of client’s assets and their values
© 2003 Advanced Planning Solutions, LLC

Sample
Asset
Allocation
Report
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Catalogues allocation of assets for married clients
© 2003 Advanced Planning Solutions, LLC

Sample
Funding
Verification
Report
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Tracks the confirmation of funding until all assets are transferred to trust
© 2003 Advanced Planning Solutions, LLC

Sample
Asset
Review
Report
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Tracks future funding of assets and the value of the estate over time
© 2003 Advanced Planning Solutions, LLC

FundingPro™ also creates other resources to help you manage the funding process and educate your clients.
FundingPro™ contains the following value-added tools:
 Client educational resources and meeting materials
 Client correspondence pertaining to the funding process
 Release forms & authorizations to work with transfer agents
 Client personal information forms to gather data
 Review materials to track future estate needs
© 2003 Advanced Planning Solutions, LLC

FundingPro ™ provides you with a proven system used by hundreds of firms around the country.
FundingPro ™ standardizes trust funding services into a manageable process, making funding efficient, accurate, and profitable.
This higher level of service helps to build a relationship-oriented practice —— a practice where superior client service is a hallmark.
© 2003 Advanced Planning Solutions, LLC

Thank you for giving us the opportunity to provide you the flow and layout of the FundingPro ™
software. We hope this introduction has proved helpful to your understanding and generates enthusiasm for the impact FundingPro ™ can make in your practice.
Feel free to visit our web site for demos and subscription pricing information www.advancedplanningllc.com
© 2003 Advanced Planning Solutions, LLC