FundingPro™ and SettlementPro™ Sales

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

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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

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

**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

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

 

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The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.