FundingPro™ and SettlementPro™ Sales

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

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Read Review by Estate Planning Magazine

FundingPro™ and SettlementPro™ Pricing
(HotDocs® Software Not Included. See HotDocs® Sales Info on Left.)

**Current Members see preferred pricing note below.

 

New Subscription Enrollment - Up to 5 Users
Site License for up to 5 Users (1-5 Users)

6 Month Orientation Period and Included Services Below

 

■ $3595 ProSuite™ Subscription Enrollment
Includes both FundingPro™ & SettlementPro™ Software Systems
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New Subscription Renewal - Up to 5 Users
License Renewal Fee Up to 5 Users (1-5 Users)

Monthly subscription fee after 6 Month Orientation Period
Continues Software Subscription and Included Services Below

 

■  $119.95 Per Month for ProSuite™ Renewal
Includes both FundingPro™ & SettlementPro™ Software Systems

 

 

Included Member Services

 

■ Bundled trust funding and trust settlement integrated software system

■ Unlimited trust funding and trust settlement cases

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

■ Free monthly software updates with improvements & form changes

■ Courtesy software upgrades & new releases at no additional charge

■ Courtesy software technical support

■ Introductory software orientation

■ Legal knowledge base & educational materials

■ Firm training materials & online tutorial videos

■ Reliable and proven trust funding and settlement office procedures

■ Regular communications to keep you informed

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**Current Member Pricing

 

If you are a current member with a single product subscription (legacy subscription) and now wish to add the other ProSuite™ product OR you need more software licenses, please contact our sales team for preferred pricing at (800) 300-0431 ext. 1 or sales@advancedplanningllc.com.

HotDocs® Software Sales

 

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

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Licenses for HotDocs® Developer or User Desktop Version
(HotDocs® Player and Cloud products are not compatible)

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