Order and Pricing

FundingPro™ and SettlementPro™ Sales

Phone: (800) 300-0431 ext. 1
Email: sales@advancedplanningllc.com

Read Review by Estate Planning Magazine

FundingPro Trust Funding Software

$2000 Enrollment Fee (one-time fee for new subscribers)

Site License for 1-5 users*
3 month orientation

$89.95 Monthly Renewal Fee

Site License for 1-5 Users*

Billed after 3 month orientation

*More than 5 licenses billed at prorated cost

**HotDocs® Software Not Included. See HotDocs® Sales Info below.

SettlementPro Trust Settlement Software

$2000 Enrollment Fee (one-time fee for new subscribers)

Site License for 1-5 users*

3 month orientation

$89.95 Monthly Renewal Fee

Site License for 1-5 Users*

Billed after 3 month orientation

*More than 5 licenses billed at prorated cost

**HotDocs® Software Not Included. See HotDocs® Sales Info below.

Both FundingPro and SettlementPro Software Package

$3595 Enrollment Fee (one-time fee for new subscribers)

Site License for 1-5 users*

3 month orientation

$119.95 Monthly Renewal Fee

Site License for 1-5 Users*

Billed after 3 month orientation

*More than 5 licenses billed at prorated cost

**HotDocs® Software Not Included. See HotDocs® Sales Info below.

Subscription Features and Services

 

 Trust funding and/or trust settlement software system
 FundingPro and SettlementPro integrated to share data

 Unlimited trust funding and trust settlement cases

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

 Introductory software orientation

Free monthly software updates with improvements & form changes

Courtesy software upgrades & new releases at no additional charge

Courtesy software technical support

Legal funding knowledge base & educational materials

Firm training materials & online tutorial videos

Reliable and proven trust funding and trust settlement office procedures

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HotDocs® Software Sales

 

Mr. Scott Myers
HotDocs® Sales
Phone: (858) 736-3729
Email:  smyers@abacusnext.com

Licenses for HotDocs® Desktop Version

$70 per month
Contact Scott Myers at HotDocs® Sales directly

(HotDocs® Player and Cloud products not compatible)