Estate Planning and Administration

Advanced Planning Solutions, makers of the FundingPro(TM) software system for funding living trusts. We are the leading provider of trust funding resources to estate planning practitioners and their clients. We help attorneys and estate planning practitioners establish successful trust funding systems that can be operated in an efficient and profitable manner.

Society, Law, Products, Estate Planning and Administration - Perfect Probate. Software for all standard and county-specific Ohio estate, guardianship, adoption, estate tax forms, and the 706 form, including calculations.

Home of TotalTrust, fiduciary accounting software for estates, trusts, and guardianships.

InsMark is dedicated to helping financial services professionals communicate the advantages of using cash value life insurance in personal, business, estate, and charitable markets. We are committed to helping our clients understand and capitalize on opportunities that exist or arise due to market conditions or tax law. We are commited to utilizing creativity, innovation, and real-world expertise in designing our products to present easy-to-comprehend solutions for complex financial problems. We are dedicated to helping our clients use our products and services effectively through superior customer service, integrated training tools and seminars, and comprehensive on-line marketing guides.