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Contact
We look forward to
hearing from you!
Please contact us with any question,
comment, concern, or compliment at:
Sales and General
Information
(800) 300-0431 ext. 1
Email:
sales@advancedplanningllc.com
Software Support
(800) 300-0431 ext. 2 or 3
Email:
support@advancedplanningllc.com
Toll Free Fax
(866) 638-4022
Mail
Advanced Planning Solutions,
LLC
398 West Bagley Road, Suite 14
Berea, Ohio 44017
HotDocs® Sales
Mr. Scott Myers
HotDocs® Sales
Phone: (801) 615-2201
Fax: (801)
868-3627
Email:
scott.myers@hotdocs.com
About Us
Advanced Planning Solutions is the recognized leader in trust
funding and trust settlement software systems for professional
estate planners. Since 1998 we have furnished our
industry-leading software tools to hundreds of estate planning
firms throughout the country.
Our proven software systems are integrated for efficient,
accurate, and profitable automation of trust funding and
settlement activities. The systems also capably facilitate
services related to estate plan maintenance. An optional
integration with the
National
Network of Estate Planning Attorneys trust design and
drafting software provides superior software automation across
all major stages of estate planning –
plan design, trust funding, estate plan maintenance, and trust
settlement administration.
Our unrivaled training tools, knowledge base, and marketing
resources provide estate planning firms with
practical guidance for training their personnel, resulting in
straightforward and successful implementation.
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FundingPro™ & SettlementPro™
Software Trial
No credit card required. Free 30-day trial. Fully
functional version.
System Requirements
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Software System Requirements
To use the
FundingPro™ and/or
SettlementPro™ trial demo you must have the following
installed on your computer:
For technical support
related to the HotDocs®
30-Day Trial, you may contact HotDocs® Technical support at
(800) 828-8328. |
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