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FAQ (Frequently Asked
Questions) |
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Do I
download the software from the web or do you ship it on
CD? |
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How
secure is my client information and how is it
stored? |
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Do I need HotDocs®
to operate FundingPro™ or SettlementPro™? |
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What version of HotDocs®
do I need? |
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Do you
sell the HotDocs® software? |
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Can I operate FundingPro™
and SettlementPro™ on a Mac? |
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Are FundingPro™ and
SettlementPro™ compatible with Word Perfect®? |
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What are the system
requirements? |
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How long
has Advanced Planning Solutions, LLC been in business and how many
people use your software? |
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Can I install
the FundingPro™ and SettlementPro™ software system(s) on
a server?
Yes, the FundingPro™ and
SettlementPro™ software system(s) can be networked on a server.
Instructions for this type of software installation are provided in
our
technical support videos.
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How many users can operate the software?
With each software
membership, we issue a site software license for up to 5 users.
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How is
technical support handled?
We have an excellent
reputation for dependable technical support service. We
are committed to providing ready and reliable support to our users.
Technical support is free and users can contact our software support
team during business hours by phone at (800) 300-0431 ext. 2 or 3 or
by email at
support@advancedplanningllc.com. We also have a number of
Member technical support videos and online training tutorials
available on our Member web sites 24/7.
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How are new
software releases treated?
Because we offer a subscription model, all new software releases are
included in your membership at no additional cost. This our
includes real-time monthly updates.
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What training
do you provide?
We have produced the most
comprehensive knowledge base on trust funding available anywhere.
Our 25+ technical legal training bulletins and office procedure
guides are excellent tools for paralegal and attorney education.
We also offer online training videos on software usage and operation
for training at your pace and convenience. Our online legal
support "help desk" provides guidance on custom client situations.
We welcome the opportunity to advise you on building successful and
effective trust funding and settlement services in your firm.
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How often is
the software updated?
The FundingPro™ and
SettlementPro™ software systems are updated each month with current
forms, improvements, and bug fixes. These updates help to keep
our software current and cutting-edge. These updates are
provided to you at no additional charge.
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Do I
download the software from the web or do you ship it on
CD?
Because we issue monthly
updates to the software systems, we provide installation files for
all Members on our Member web sites. Members have access 24/7.
Software is not shipped on CD.
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How secure is my client information and
how is it stored?
Client security is of
paramount importance. You are always in control of your client
information. Operating our software systems does not involve
sending any client data or confidential information. Client
information is always stored on your local computers and is
completely controlled by the Member at all times. Client
information is not accessed anywhere online or via the Internet.
Your firm has sole access to your client's confidential information.
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Do I need HotDocs® to
operating FundingPro™ or SettlementPro™?
Yes, you need to have
HotDocs® Standard Edition with PDF Advantage (recommended) or
Professional Edition with PDF Advantage to operate the FundingPro™
and SettlementPro™ software systems. FundingPro™ and
SettlementPro™ use the HotDocs® software as its engine. (Note:
HotDocs® Player is not compatible with FundingPro™ and
SettlementPro™.) The vast majority of our users operate the
standard edition of HotDocs®. HotDocs® Professional is
typically used by software developers when creating their own
HotDocs® templates from scratch and is not necessary for the average
user. We do not include HotDocs® in the Member subscription as
many of our members already possess the software in their law firms.
It must be purchased separately.
Click Here
for HotDocs® sales information.
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What version of HotDocs®
do I need?
FundingPro™ and
SettlementPro™ operate on HotDocs® version 2006 or higher (HotDocs®
Player not compatible).
Your version of HotDocs® should match to your Windows operating
system and version of Microsoft® Word. Check the system
requirements on the
HotDocs® web
site for further assistance or contact HotDocs® technical
support if you have questions at (800) 828-8328.
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Do you sell the HotDocs® software?
No. Many of our
members already own the HotDocs® software in their law firms because
they use it for other applications. Those Members do not wish
to pay for HotDocs® twice. Accordingly, we have arranged for
Members to purchase HotDocs® licenses and upgrades at a discount
from our HotDocs® sales associate. We recommend you purchase
HotDocs® from our recommended HotDocs® sales associate as he
provides services not available through ordinary channels.
Click Here for HotDocs® sales associate
contact information.
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Can I operate FundingPro™
and SettlementPro™ on a Mac?
HotDocs® does not support
operating it on a Mac since they do not develop or test in the Mac
environment. We have, however, a small number of devoted Mac
users who report operating the FundingPro™ and SettlementPro™
successfully using VMware's
Fusion software, along with Microsoft® Windows
and Word. In recognition of this growing community, we can
connect members to a email list with the specific goal of
facilitating Mac users' communications with one another.
Please contact us if you would like to
be put in touch with other Mac users via the Mac Listserve.
Please note that technical issues involving operating FundingPro™ or
SettlementPro™ on a Mac or any other Mac-specific matter cannot be
supported by the software support team.
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Are FundingPro™ and
SettlementPro™ compatible with WordPerfect®?
No. FundingPro™ and
SettlementPro™ are compatible only with Microsoft® Word.
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What are the system
requirements?
■ Microsoft® Windows
7, Vista, XP (SP 1 or higher)
■ Microsoft® Word 97 or
higher (not compatible with WordPerfect®)
■ HotDocs®
standard or professional edition
2006 or higher with PDF Advantage (HotDocs® Player not compatible.)
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How long has Advanced
Planning Solutions, LLC been in business and how many people use
your software?
Advanced Planning
Solutions, LLC has been in business since 1998 providing the
industry-leading trust funding and trust settlement software
systems. We service individual firms large and small and
we are the sole technology provider for members of the
National Network of Estate Planning
Attorneys, a legendary and innovative organization for the
estate planning profession. We are proud to serve hundreds of
estate planning attorneys and paralegals throughout the country in a
wide variety of settings. Founded by top attorneys and
software developers with direct and proven experience in estate
planning, Advanced Planning Solutions, LLC has pioneered successful
software tools and cutting-edge practice models to meet the needs of
full service estate planning firms.
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