Advanced Planning Solutions, LLC

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FundingPro
Trust Funding System

SettlementPro
Trust Settlement System

Knowledge
Base

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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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HotDocs®

HotDocs® Order Form

Please fax completed order form to (866) 960-2717.
Download the free Adobe® Reader® software for PDF files

HotDocs® Contact Information:

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

We are pleased to refer our Members to Scott Myers, our HotDocs® sales associate, to purchase new licenses or upgrade existing copies of HotDocs®.  You may contact Mr. Myers directly by phone or download and complete the HotDocs® discount order form posted above.  Fax your HotDocs® order for directly to Mr. Myers.

IMPORTANT: We strongly recommended that you purchase your HotDocs® licenses directly through Mr. Myers only.  Mr. Myers tracks our members and provides pricing, version compatibility, and other services not available through ordinary channels.  Please feel free to call Mr. Myers with any questions you may have at (801) 354-8032 (Mountain Time).
 

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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