FundingPro™ and SettlementPro™ Subscription Terms and Conditions
Included Services
Billing Terms
Member Agreement
Included Services
● 3-Month Orientation Period
● Software system subscription(s) for up to 5 users
● Free monthly software updates and new software releases
● Courtesy technical support
● Unlimited trust funding and/or trust settlement cases
● Online training resources and documentation
● Product website membership
Keep your software subscription renewed monthly to continue use of the software and provided services. Your software subscription(s) will terminate if you do not renew. Note: HotDocs® Document Automation System Desktop Version and Microsoft® Word are required to operate our software systems and are not included in subscription membership. HotDocs® software may be purchased at a discounted price from HotDocs® Sales at (858) 736-3729.
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Billing Terms
Upon expiration of the initial 90-day orientation and enrollment period, Member is charged a subscription renewal fee at a monthly interval on the first day of each month on an automatic basis and continues until Member cancels their subscription by notifying Advanced Planning Solutions, LLC in writing or by email to terminate the automated credit card billing or Member terminates billing on their own.
Advanced Planning Solutions, LLC provides Member with a secure, personal self-service account payment web page. Member is responsible for maintaining and updating their payment and billing information in order to continue their subscription. Failure to do so will result in subscription suspension until subscription is paid. If subscription is not paid within 30 days of initial billing, the subscription will be terminated. Advanced Planning Solutions, LLC reserves to the right modify its renewal fees at any time and Member will be notified via the email address on record at least 30 days in advance of any renewal fee changes.
All products are available for demo and/or a 30-day free trial prior to purchase. Thus paid enrollment fees are not refundable. Upon termination of your software subscription, you will be charged the full amount of the renewal fee for the month in which your software subscription is terminated. Pro-rated refunds are not extended on terminated subscriptions.
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Member Agreement
New members must consent to the terms of the following member agreement before enrolling. The membership agreement governs the relationship between the Member and Advanced Planning Solutions, LLC.
The FundingPro™ and/or SettlementPro™ Member Agreement: This MEMBER AGREEMENT ("Agreement") is entered into between ADVANCED PLANNING SOLUTIONS, LLC, a Nevada limited liability company having offices at 10008 Madison Walk Avenue, Las Vegas, NV 89149, MANUFACTURER of FundingPro™ and SettlementPro™, ("Manufacturer"), and any MEMBER who purchases membership to FundingPro™ and/or SettlementPro™ ("Member"):
TERMS AND CONDITIONS
1. Grant of Rights
Subject to the terms and conditions of the Agreement, Manufacturer hereby grants Member professional, subscription use of the software tools and trust funding resources associated with FundingPro™ and/or SettlementPro™ and the right to access to the advancedplanningllc.com web site (http://www.advancedplanningllc.com.) during the time that Member maintains and renews their subscription. The Agreement grants Member software site licensing for up to 5 users in Member’s firm. Software usage that exceeds 5 users will be charged additionally by the Manufacturer. The Member shall have the right to utilize Member's Username and Password to obtain upgrades to the software tools and professional use of the trust funding and/or trust settlement resources. The Member's Username and Password cannot be shared with other unauthorized users for the purpose of obtaining access to the Manufacturer's web site, software tools, and other trust funding and/or settlement resources. Unauthorized users are users who have not purchased legitimate subscription membership. Member will be held responsible for any unauthorized use of the advancedplanningllc.com web site by unauthorized users accessing the services of advancedplanningllc.com with Member's Username and Password. If Member discloses their username and password to any unauthorized users, Member agrees that this action will cause economic damage to the Manufacturer in the amount of $25,000. Member shall not have the right to transfer or assign any membership to a third party without written permission from Manufacturer. Member shall have no rights in the FundingPro™ and/or SettlementPro™ Software & Services, the advancedplanningllc.com web site, or Advanced Planning Solutions, LLC, except those expressly granted by this Agreement.
2. Services
Unless otherwise specified in writing, the products and services provided to Member are those described in the online documentation and available at http://www.advancedplanningllc.com.
3. Proprietary Rights
Copyright laws protect the FundingPro™ and SettlementPro™ Software & Services and advancedplanningllc.com World Wide Web site. The works of authorship and technical design include, but are not limited to, all software and web site design features, templates, text and images, are owned, except as otherwise expressly stated, by Manufacturer and may not be copied, reproduced, transmitted, displayed, distributed, delivered, or otherwise used in an unauthorized manner in whole or in part, except to the extent that such use constitutes "fair use" and "authorized use" of the product and resources. Member may not copy, modify, reverse engineer, decompile, disassemble, rent, sell, lease, or sublicense the FundingPro™ and/or SettlementPro™ Software & Services or the advancedplanningllc.com web site, or any document or form contained therein, to anyone or perform any other act which would violate copyright laws. All other trademarks and tradenames referenced in Manufacturer's products and services including FundingPro™ & SettlementPro™ Software and Services and the advancedplanningllc.com web site are the trademarks and tradenames of the respective companies and are the sole property of their respective owners.
4. Termination of Membership
Manufacturer may terminate the membership under this agreement if Member breaches the terms and conditions of the Agreement or fails to pay renewal membership fees as described in the online documentation available at http://www.advancedplanningllc.com. Upon termination of membership, Manufacturer shall terminate access to products and services through the advancedplanningllc.com web site. Member shall forfeit subscription and membership payments. As the FundingPro™ and SettlementPro™ Software Systems and Services are subscription-based, Member retains no ownership or usage rights to the software systems, its forms, documents, or legal resources, if Member fails to renew membership. Within 60 days of forfeiture, Member may reinstate subscription by paying all outstanding membership renewal fees.
5. Disclaimer
The information contained in the Manufacturer's products, services, and on its web site, http://www.advancedplanningllc.com (herein “web site”) is general in nature to be used only by attorneys. Issues of state law may contradict any information contained therein. The information in the Manufacturer's products, services, and on its web site should not be relied upon without first confirming that the legal requirements in a particular state are satisfied. Manufacturer's products, services, and its web site are not intended to be a substitute for research, continuing legal education, or a thorough knowledge of the law. Member agrees to assume all responsibility for the validity of the information contained in Manufacturer's products, services, and web site. In no event will Manufacturer be liable to any party for any direct, indirect, special, or other consequential damages for any use of Manufacturer's products, services, and web site including, but not limited to, any lost profits, business interruption, and negligence. Manufacturer retains the right to change or update its products, services, and web site without notice. Manufacturer may also make improvements and/or changes to its products, services, and web site, at any time and without notice. Manufacturer retains the right to modify its fees at any time and will notify member at least 30 days in advance of any Member fee changes.
6. Integrity of Products and Services
Manufacturer is committed to producing the highest quality products and services and has exercised considerable diligence and effort to safeguard the integrity and stability of Manufacturer's products and services and web site. While careful precaution is taken maintain superior quality, Manufacturer cannot be liable for computer "virus" infection and loss of programs or other data on Member's computer system as a result of accessing, viewing, or downloading any material. Manufacturer will not be deemed liable for any technical difficulties or problems resulting from utilizing other company's products in association with the Manufacturer's product and services, including but not limited to HotDocs® software, Microsoft® Word software, Microsoft® Windows software, and any Internet browser or any Internet service provider product. Manufacturer will not be deemed liable for any delay, failure in performance, or interruption of services resulting directly or indirectly from any cause or circumstance beyond the control of Manufacturer. Although considerable diligence is taken to limit error, information in Manufacturer's products, services, and web site may contain technical and legal inaccuracies as well as typographical errors.
7. Privacy and Confidentiality Statement
Manufacturer is committed to protecting the privacy of the Member and the confidentiality of Member's clients. Client data entered in Manufacturer's products and services is used solely by the Member for the purpose of trust funding and trust settlement. The data compiled by Member through Manufacturer's products is deemed strictly confidential, privileged as to attorney and client. Manufacturer does not collect or assemble information for sale, trade, rent, or any other commercial purpose to any third party. Manufacturer utilizes Member's personal information including name, mailing address, email address, phone/fax numbers, and credit card information to fulfill your membership order. Member's email address is utilized to communicate with Member about product developments and general user information. Manufacturer does not provide Member's email address to third parties for unsolicited email communications. Member may request and consent to a business listing on Manufacturer’s web site for Member’s business marketing purposes.
8. General Terms
Manufacturer's products and services, membership, pricing, and payment policies are described in this Agreement and in online documentation on its web site. These terms and conditions govern the relationship between Manufacturer and Member. Nothing contained in this Agreement shall be construed to place the parties (Manufacturer and Member) in a relationship of partners, agents, or joint ventures. Neither party shall have the power to bind or obligate the other party in any matter whatsoever. We may amend this Agreement at any time by posting a revised version on our website. The revised version will be effective at the time we post it.
Each party (Manufacturer and Member) represents that it has all necessary rights and authority to enter into the terms of the Agreement. This Agreement shall be governed and interpreted in accordance with the laws of the State of Nevada.