The FundingPro™ & SettlementPro™ Systems

Trust  Funding & Trust Settlement Software for Estate Planners

 
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Videos & Demos

FundingPro™ Software Demo Videos 
For enlarged viewing right-click on the video in Windows Media Player & select "Full Screen."

Introduction to the FundingPro™ Software System  (4:24)

Entering Data to the FundingPro™ Software System  (7:23)

Creating Company-Specific Forms in FundingPro™  (6:57)

Creating Funding Forms in FundingPro™  (13:25)

Creating Funding Reports in FundingPro™  (4:16)

Practice and Training Tools in FundingPro™  (4:27)

Download Free Windows Media Player

SettlementPro™ Software Demo Videos
Demo videos for SettlementPro™ are unavailable at this time.  You may request a fully functional 30-day trial of the SettlementPro™ Software System at right.

Installation and Networking Videos

FundingPro™ & SettlementPro™ Software Installation Videos

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FundingPro™ & SettlementPro™ Software Trial
No credit card required.  Free 30-day trial.  Fully functional version.
 System Requirements

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Software System Requirements

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

For technical support related to the HotDocs® 30-Day Trial, you may contact HotDocs® Technical support at (800) 828-8328.
         
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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.
 


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 398 West Bagley Road, Suite 14  ●  Berea, Ohio 44017
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