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FundingPro™ Support
Software Technical Support
We understand that, when technology issues arise,
you want to talk directly to someone for help. We encourage
you to contact us with your questions. We provide free
telephone technical support and usage assistance as part of your
FundingPro™ membership. We also maintain an online tech
support knowledge base for your convenience 24/7.
Legal
Funding Support
Occasionally, estate planners encounter
trust funding dilemmas that fall outside of the ordinary.
Where can you go for
knowledgeable, professional guidance?
With a subscription
to FundingPro™, you have access to a professional legal
support "help desk." Our help desk support uses an online
"Q&A" area staffed by attorneys experienced in the nuances of trust funding.
The legal support professionals draw on their own years of funding experience
when answering legal questions or recommending administrative "tricks of the
trade."
You may post
trust funding questions at any time. If the dilemma is unusual
or perplexing, our staff will often research the issue. For
the benefit all Members, every question and answer is archived and searchable. Members can consult the legal
support archives 24/7.
Sample questions from our Legal Support
"Help Desk"
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