The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

 
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Order

 

Order Form
FundingPro™ and SettlementPro™ Software Order Form
Download, complete, and fax form to (866) 638-4022.

Software Features
 Detailed Description

FundingPro™ and SettlementPro™ Sales
Phone: (800) 300-0431 ext. 1
Fax: (866) 638-4022
Email: sales@advancedplanningllc.com

 

HotDocs® Software Sales
Licenses for HotDocs® User version (HotDocs® Player not compatible)
$270 Special Member Price (Standard Retail Price $300)
Contact HotDocs® Sales Directly

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

We are pleased to team up with Scott Myers at HotDocs® sales and we strongly recommend you 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 our Members need.  Advanced Planning Solutions does not benefit financially in any way from collaborating with Mr. Myers.  Our sole consideration is exceptional service for you!

 

Binders, Tabs, and Post-it® Notes
 Binders, Tabs, and Post-it® Notes Order Form
Trust Settlement Binders & Tabs, Trust Funding Binder Tabs, and Funding & Settlement Post-it® Notes to facilitate and support your trust funding and settlement services

In-A-Bind, Inc.
 Mr. Michael Salkind
Phone: (800) 726-3687
Fax: (703) 569-2037
Email: inabind@verizon.net

View Settlement Binder Photo 1
 View Settlement Binder Photo 2
 View Settlement Tab Titles


Membership Pricing
(HotDocs® Software Not Included.  See HotDocs® Orders at left.)

Enrollment Fee
1st Year of Software Subscription and Included Services Below
Billed as a Site License for Up to 5 Users

■ $1595 FundingPro™ Software System Only

■ $1595 SettlementPro™ Software System Only

■ $2395 ProSuite™ Package (FundingPro™ & SettlementPro™ systems)
   (Includes both software systems – 1st at full price, 2nd at half price)

■ $1195 Add Either FundingPro™ or SettlementPro™ to single membership

Renewal Fee
Continues Software Subscription and Included Services Below

Billed as Site License for Up to 5 Users

 

■  $500 Per Year for One System
    (Either the FundingPro™ or SettlementPro™ software system only)

■  $750 Per Year for ProSuite™ Package
    (Both FundingPro™ & SettlementPro™ software systems)

Included Member Services

■  Unlimited trust funding and/or trust settlement cases

■  Software site license for up to 5 users (software can be networked)

■  Free monthly software updates to include improvements & form changes

■  Courtesy software upgrades & new releases at no additional charge

■  Courtesy software technical support

■  Legal knowledge base & educational materials

■  Online legal support "help desk"

■  Firm training materials & online tutorial videos

■  Firm marketing resources

■  Reliable and proven trust funding and settlement office procedures

■  “At cost” binder, tab, and Post-It® Note resources for purchase

■  Monthly newsletters and regular communications to keep you informed

 
         
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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.