The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

 
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Support
(800) 300-0431 ext. 2 or 3
support@advancedplanningllc.com
Member Logins
HotDocs® Software Support: (800) 828-8328

Sales and Administration
(800) 300-0431 ext. 1
sales@advancedplanningllc.com

HotDocs® Support
Phone: (800) 828-8328

 

HotDocs® Sales
New Licenses for HotDocs® User version (HotDocs® Player not compatible)
$270 Special Member Price (Standard Retail Price $300)
Contact HotDocs® Sales directly for new licenses and upgrades to existing licenses


Mr. Scott Myers
HotDocs® Sales
Phone: (801) 615-2201
Fax: (801) 868-3627
Email:  scott.myers@hotdocs.com

We are pleased to partner with Scott Myers at HotDocs® sales and we strongly recommend you to contact Scott Myers for your HotDocs®  purchases.  Mr. Myers provides our Members with discounted pricing and services not available through ordinary channels.  He also tracks our software requirements and knows exactly what HotDocs® versions of Members need.  Advanced Planning Solutions does not benefit financially from our association with Mr. Myers.  Our sole consideration is exceptional service to you!

Order Products and Office Resources
Software, HotDocs®, Post-It® Notes, Binder Supplies

Strategic Partners
Professional Services for the estate planning community

Knowledge Base
General information on funding and settling living trusts

Privacy Policy
Security of your information and your clients' confidential data
 

Documentation

ProSuite™ Software System Requirements and Technical Info
HotDocs® & Microsoft® Word Compatibility Chart

Member Videos

Software Installation
1.  Installing HotDocs® (5:13)
2.  Installing the HotDocs® Service Releases/Packs/Hot Fixes (1:49)
3.  Configuring HotDocs® (4:48)
4.  Installing the ProSuite™ Software (8:02)
5.  Changing the HotDocs® Navigation setting in version 2006 or higher (1:35)
6.  Subscribe to the ProSuite™ Mailing Lists (1:54)
Networking videos 7-9 continue below

Software Networking*
7.  Converting an existing C drive install to a network drive (4:44)
8.  Connecting workstations to a network installation (4:24)
9.  Sharing client answer files on a network (4:07)

* We recommend that network installations be facilitated by a qualified network administrator.  If after viewing the videos you need additional help, please contact our software support team at (800) 300-0431 ext. 2 or 3.


General Support Videos

■  Changing the HotDocs® navigation setting in version 2006 or higher (1:35)
■  Changing the HotDocs® file management setting (1:08)
■  Installing the HotDocs® Service Releases/Packs/Hot Fixes (1:49)


Training Videos

FundingPro™ Training Videos
SettlementPro™ Training Videos
PlanningPro™ Training Videos



 
 
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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.

 


Advanced Planning Solutions, LLC
398 West Bagley Road, Suite 14  ●  Berea, Ohio 44017
Sales & Support (800) 300-0431  ●  Fax (866) 638-4022
Copyright © 1998 – 2011 Advanced Planning Solutions, LLC
All Rights Reserved.