Info & Technical FAQ
Trust funding and plan maintenance are critical to successful and effective estate planning. Unfortunately, too few estate plans receive the care and the attention they require. But that is changing. Today attorneys and clients understand that estate plans are much like financial plans - they must be reviewed and updated in order to achieve their goals. The law, families, and finances all evolve. Estate plans that are reviewed routinely attain their desired outcomes; estate plans that are rarely revisited almost surely fall short of their original objectives and are frequently much more expensive in the long run. Our software tools lead the marketplace in correcting the shortcomings of unfunded plans and insufficient updating.
Visit "The Indisputable Case for Trust Funding and Estate Plan Maintenance" for more information.
What are the system requirements?
-Microsoft® Word (WordPerfect® not compatible)
-HotDocs® Desktop Version (HotDocs® Player or Cloud Products not compatible.)
View our Support page for detailed System Requirements and Technical Information.
How often is the software updated?
The FundingPro™ and SettlementPro™ software systems are updated each month with revised forms, software improvements, and bug fixes. These updates help to keep software current and cutting-edge. Updates are provided at no additional charge.
How long has Advanced Planning Solutions, LLC been in business and how many people use your software?
Advanced Planning Solutions, LLC has been in business since 1998 providing the industry-leading trust funding and trust settlement software systems. We service individual firms large and small and we are the sole technology provider for members of the National Network of Estate Planning Attorneys, a legendary and innovative organization for the estate planning profession. We are proud to serve hundreds of attorneys, paralegals, and financial advisors throughout the country in a wide variety of settings. Founded by top attorneys and software developers with direct and proven experience in estate planning, Advanced Planning Solutions, LLC has pioneered successful software tools and cutting-edge practice models to meet the needs of full service estate planning firms.
How many users can operate the software?
Software membership includes a site license up to 5 users. For additional users beyond 5, please contact our sales team for pricing.
Yes. The FundingPro™ and SettlementPro™ software system(s) can be networked on a server. Instructions for this type of software installation are provided in our installation guide and support videos. Because network configurations are unique, users are responsible for their configuring and supporting their server installations. Refer to our installation and configuration guide for assistance.
Do I need HotDocs® to operate FundingPro™ or SettlementPro™?
Yes. You need to have a desktop version of HotDocs® User, Developer, or Developer LE to operate the FundingPro™ and SettlementPro™ software systems. It is a separate purchase. We do not include HotDocs® in the Member subscription because many members already possess the software. Note: HotDocs® Player or Cloud Products are not compatible with FundingPro™ and SettlementPro™. Click Here for HotDocs® sales information.
What version of HotDocs® do I need?
FundingPro™ and SettlementPro™ operates on the desktop version of HotDocs® (HotDocs® Player and Online versions are not compatible). Your version of HotDocs® should match to your Windows operating system and version of Microsoft® Word. Check our HotDocs®/Word Compatibility Chart or the system requirements on the HotDocs® web site. For HotDocs® Sales, contact Scott Myers at (858) 736-3729 and for HotDocs® technical assistance contact HotDocs® support at (800) 828-8328.
What training is available?
We produce the most comprehensive knowledge base on trust funding available anywhere. Our technical legal training library and office procedure guides are excellent tools for paralegal and attorney education. Online training videos on software usage and operation are available at your pace and convenience. We also offer training workshops (fee required) taught by our company principal, who is an accomplished estate planning attorney. The workshop includes practical instruction and CLE credit (in-person only).
How is technical support handled?
Technical support is provided at no additional charge. We have an excellent reputation for dependable and responsive service. Members can contact our software support team during business hours by phone at (800) 300-0431 or by email at firstname.lastname@example.org. Online member technical support videos and online training tutorials are available 24/7.
Can I operate FundingPro™ and SettlementPro™ on a Mac?
We have some Mac users who report operating the FundingPro™ and SettlementPro™ successfully using "Parallels" or "Fusion" software, along with Microsoft® Windows and Word. HotDocs® does not directly support operating its software on a Mac since they do not develop or test in the Mac environment. Note that technical issues involving operating FundingPro™ or SettlementPro™ on a Mac or any other Mac-specific matter cannot be supported by the software support team.
How secure is my client information and how is it stored?
Client security is of paramount importance. You are always in control of your client information. Operating our software systems does not involve transmitting or sending any client data or confidential information. Client information is stored on your local computer/network and is controlled by the Member at all times. Your firm has sole access to your client's confidential information.
Do I download the software from the web?
Because we issue monthly updates to the software systems, we provide installation files for all Members on our Member web sites and support in installing the software. Members have access 24/7. Software is not shipped on media.
Are FundingPro™ and SettlementPro™ compatible with WordPerfect®?
No. FundingPro™ and SettlementPro™ are compatible only with Microsoft® Word.