FundingPro™ Training

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	Software, Binders, Tabs, and HotDocs®	The leading trust funding software system for estate planners.	Trust settlement software for post-mortem and disability administration.	Training and information for estate planners and trust clients.	Estate planning services and practice tools for Members.

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FundingPro™ Training

Because trust funding and trust settlement are intricate legal tasks, we provide a complete Knowledge Base unparalleled in the estate planning community. We've designed these resources for beginners and skilled practitioners — tailored to both planners and their assistants. No other training comes close!

The Most Comprehensive Training Tools Available...
n	Step-by-Step Manual Standardized process you can adopt and coordinate with software functions.
n	Training Videos Recorded multimedia presentations to help train your staff at your pace 24/7.
n	20+ Technical Legal Bulletins Detailed legal guidelines for funding nearly every asset type, updated regularly.
n	Free Online Software Training Courses Live classes to help you use software quickly and with success.
n	Marketing KIts Ideas for turning trust funding services into a valuable revenue stream.
n	Practice Tips Recommendations for overcoming obstacles from experienced planners.
n	Electronic Newsletter Monthly resource to keep you informed and your skills razor sharp.

FundingPro™ and SettlementPro™ are registered trademarks of Advanced Planning Solutions, LLC. All other trademarks and company names are trademarks and tradenames of their respective companies and are the sole property of their respective companies or owners.