The FundingPro™ and SettlementPro™ Systems

Trust Funding & Trust Settlement Software for Estate Planners

 

Order
 

FundingPro™ and/or SettlementPro™ Software

HotDocs®

Binders, Tabs, and Post-it® Notes
 

 Order and Delivery FAQ

SOFTWARE SYSTEM REQUIREMENTS
To use the FundingPro™ and/or SettlementPro™ trial demo you must have the following installed on your computer:

  • Microsoft® Windows 98, NT, 2000, ME, XP, Vista 

  • Microsoft® Word 97 or higher (not compatible with WordPerfect®)

  • HotDocs®  standard or professional version 6.2 SP 2 or higher (HotDocs® Player not compatible)
    OR 
    the Free HotDocs® Trial (Click here to download the 30-day trial version.

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 – 2010 Advanced Planning Solutions, LLC
All Rights Reserved.