Advanced Planning Solutions, LLC

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FundingPro
Trust Funding System

SettlementPro
Trust Settlement System

Knowledge
Base

Member
Services

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™ 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.

398 West Bagley Road, Suite 14    Berea, Ohio 44017
Sales & Support (800) 300-0431 
  Fax (866) 638-4022
© 1998 – 2010 Advanced Planning Solutions, LLC. 
All Rights Reserved.

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