Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems

Legal Services • Seven Hills, Ohio, United States • 1-10 Employees

Company overview

Headquarters	5700 Lombardo Center Drive, Suite 290, Seven Hills, OH 44131, US
Phone number	+18003000431
Website	advancedplanningllc.com
NAICS	5411
SIC	737
Keywords	Software, Estate Planning, Funding, Settlement, Living Trusts, Asset Transfer, Death Administration, Disability Trust Administration, Post-Mortem Administration, Probate Administratoin, Trust Funding, Trust Settlement
Founded	1998
Employees	1-10

Key Contact at Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems

James Genthe

Owner

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems Email Formats

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems uses 2 email formats. The most common is {first initial} (e.g., j@advancedplanningllc.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@advancedplanningllc.com	66.7%
{second initial}{last name}	odoe@advancedplanningllc.com	33.3%

About Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems

Manufacturer FundingPro™ and SettlementPro™ Software Systems Advanced 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!

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Legal Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Founder/Owner

Employees by Department

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems has never raised funding before.

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems Tech Stack

Discover the technologies and tools that power Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

Google Cloud

IaaS

YouTube

Video players

Google Cloud CDN

CDN

Cart Functionality

Ecommerce

Frequently asked questions

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems is located in Seven Hills, Ohio, US.

You can reach Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems at +18003000431.

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems was founded in 1998, making it 28 years old. The company has established itself as a significant player in its industry over this time.

Advanced Planning Solutions, - Manufacturer FundingPro™ and SettlementPro™ Software Systems has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.