Partnerships

FundingPro™ and SettlementPro™ make estate plans more effective and firms more profitable. Our automated software 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. Product integration with Directive Communication Systems™ coordinates the funding of valuable digital assets with the client’s estate plan. DCS family firms receive preferred pricing on FundingPro™ and SettlementPro™ software subscriptions as part of the strategic alliance between DCS and Advanced Planning Solutions, LLC. DCS family firms should use the promo code “DCSFAMILY” for 15% off enrollment when purchasing FundingPro™ and SettlementPro™ online at www.advancedplanningllc.com/order.

About Advanced Planning Solutions

Advanced Planning Solutions, LLC is the recognized leader in trust funding and trust settlement software for the estate planner. Since 1998 Advanced Planning Solutions, LLC has manufactured industry-leading trust funding and trust settlement software systems for the estate planning community. Visit us on the web at www.advancedplanningllc.com.

 

The National Network is a cooperative alliance of nationally recognized estate planning attorneys from across the country. Together they provide one another with the support and tools needed to serve their clients better while building highly successful and rewarding practices.

Network instructors are recruited from the ranks of membership. They include experts in a wide variety of planning issues who put their scholarship to work in real-life practices every day. This is not your typical “ivory tower” education.

Every topic taught includes not only the sophisticated legal-technical concepts, but also the practical application of those concepts to real clients. The Network has combined this resource of legal expertise with the skills for developing strong client relationships to bring you a superior practice development system.

The National Network is your passageway to an outstanding selection of resources designed to improve every aspect of your practice. Gain a competitive edge in the estate planning profession!

 

WealthCounsel is a membership-based organization that has been helping estate and business planning attorneys practice excellence for over 20 years. Membership benefits including superior estate and business planning drafting software with Wealth Docx® and Business Docx®, educational services and resources to help members build their practices, a vibrant community of thousands of attorneys, and thoughtful analysis on breaking news. WealthCounsel’s document drafting technology is cloud-based, allowing attorneys to draft customized plans for clients quickly, easily, and accurately – anytime, anywhere, from any device.

www.wealthcounsel.com

Integrations

clio

Clio and Directive Communication Systems tackle the growing complexities of digital and personal account management. Bringing together Clio’s expertise in practice management with DCS’s estate services, estate professionals are ready to provide a seamless service offering clients a complete plan for handling the online and offline assets and profiles. You can connect your Clio account to your DCS account and import Client profile data in a few EASY steps. https://www.goclio.com/features/integrations/directive-communications-systems/