SettlementPro  Trust Settlement Software System Advanced Planning Solutions, LLC (877) 891-FUND © 2002 Advanced Planning Solutions, LLC

Step 1: Convert Existing Data If you have an existing answer file for a client, the first step is to convert the client data using the "Convert" Function. © 2002 Advanced Planning Solutions, LLC

Step 2: Input New Information The next step would be to input information about the Trustmakers, the Law Firm, and the Trust itself. Input client data here Input trust, trustee, and beneficiary data here Input law firm data here © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meeting Packet Select the Meeting Packet you wish to create © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meetings (cont.) PRIMARY DESIGN OBJECTIVES: Program a variety of different options that the user can select from to minimize the amount of “post merge” customization and provide consistency in the language selected. 1. © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meetings (cont.) PRIMARY DESIGN OBJECTIVES: Provide your settlement clients with a step-by- step organized system for trust settlement. 2. © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meetings (cont.) PRIMARY DESIGN OBJECTIVES: Provide your settlement clients with handouts and a settlement portfolio to reinforce the value of your services. A sample Settlement Portfolio is available for review. 3. © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meetings (cont.) The following screen is a good example of a meeting packet dialog. This is the dialog for the Initial Settlement Meeting. Select the documents you wish to create here Edit the content of your documents here © 2002 Advanced Planning Solutions, LLC

Step 3: Settlement Meetings (cont.) Settlement Instructions Dialog: © 2002 Advanced Planning Solutions, LLC

Step 4: Input Asset Information Once the meeting packets have been created, the next step is to enter asset information. The asset dialog in SettlementPro ™ is very similar to the asset dialog in FundingPro ™. © 2002 Advanced Planning Solutions, LLC

Step 4: Asset Information (cont.) The content of the various asset dialogs appear similar to FundingPro ™ ; however, there are some important differences. For example, the field in FundingPr o ™ called "New Ownership" is the "DOD Ownership" field in SettlementPro ™. The postmortem funding options that are available in SettlementPro ™ are intuitive. For example, if the “Date of Death” Ownership for an asset is in the individual name of the decedent, the "Funding" sub-dialog in the bottom right corner will not ungray. This asset would have to be probated and put into the name of the trust vis-à-vis the pour over will before it could be retitled to a beneficiary or to a subtrust. © 2002 Advanced Planning Solutions, LLC

Step 4: Asset Information (cont.) The asset dialog is also the place where you would enter the date of death value (or the six-month alternate valuation date) for the asset. For example, this is the dialog for Cash Accounts: Indicate how many trustees are required to sign. Indicate who you want account statements sent to. Enter the “Date of Death” values here. If this asset is fundable (i.e. not a probated asset), you can indicate how this asset is to be funded here. © 2002 Advanced Planning Solutions, LLC

Step 4: Asset Information (cont.) This screen is an example of the funding dialog for the asset we just looked at in the previous diagram. © 2002 Advanced Planning Solutions, LLC

Step 4: Asset Information (cont.) In this example, the cash asset is being funded to the Administrative Trust. “Pull down menu” options allow you to select from a variety of different funding options such as: Administrative Trust Common Trust Marital Trust Family Trust Beneficiary Separate Trust Share Outright Surviving Joint Owner POD/TOD Beneficiary A division of assets between the Marital and Family Trust © 2002 Advanced Planning Solutions, LLC

Step 5: Estate Accounting (cont.) The following is an example of the debts dialog: © 2002 Advanced Planning Solutions, LLC

Step 5: Estate Accounting (cont.) This is an example of the Receipts and Disbursements dialog: © 2002 Advanced Planning Solutions, LLC

Step 6: Track Settlement Issues The software also has the ability to track issues that need to be addressed on the death of the second spouse. Here is an example of the "Issues" dialog. © 2002 Advanced Planning Solutions, LLC

In Conclusion... Thank you for giving us the opportunity to provide you the flow and layout of the SettlementPro ™ software. We hope this introduction has proved helpful to your understanding and generates enthusiasm for the impact SettlementPro ™ can make in your practices. Feel free to visit our web site © 2002 Advanced Planning Solutions, LLC