Advanced Planning Solutions, LLC

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Order

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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Software

Software Order Form & Member Agreement
     Download the free Adobe® Reader® software for PDF files

Please fax completed order form and member agreement to (866) 638-4022.
If you have difficulty with the fax number, please contact Advanced Planning Solutions Sales at (800) 300-0431 ext. 1 for assistance. 

ORDER HOTDOCS®
(Note that FundingPro™and SettlementPro™ require HotDocs® standard or professional version to operate the software systems.  HotDocs® is not included in Member's subscription.  Click here to order HotDocs® at discounted price..

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, 7 

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

  • HotDocs®  2006 or higher standard or professional version (HotDocs® Player not compatible)
    OR 
    the Free HotDocs® Trial (Click here to download the 30-day trial version.)

For technical support related to the HotDocs® trial demo, you may contact LexisNexis technical support at (800) 828-8328.

 Order FAQ

What is the process for software orders and delivery?
 

1.


 

Subscriber completes and faxes the Software Order Form & Member Agreement to (866) 638-4022. 
(Note: HotDocs® software is not included in Membership and must be purchased separately.  If you do not own HotDocs®, you may order it at as discounted price from our HotDocs® sales associate.)
 

2.
 

Sales and Service Department receives and processes your order promptly.  Enrollment fee is charged.
 

3.


 

Sales and Service Department emails to you your order confirmation along with your Member passwords for accessing our product web site(s).  Software is installed directly from the web site immediately, as soon as you wish.  Due to frequent updating, we do not ship software on CD.
 

4.

 

Sales and Service Department ships to you our Member Enrollment Kit via UPS along with your enrollment receipt.  Enrollment kit contains product user manuals and educational materials.
 

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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