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
$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.
SettlementPro™ Trust Settlement Software
$2000 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.
Both FundingPro™ and SettlementPro™ Software Package
$3595 Enrollment Fee (one-time fee for new subscribers)
Site License for 1-5 users*
3 month orientation
$149.95 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
HotDocs® Software Sales
Mr. Scott Myers
HotDocs® Sales
Phone: (858) 736-3729
Email: smyers@getcaret.com
Licenses for HotDocs® Desktop Version
$70 per month
Contact Scott Myers at HotDocs® Sales directly
(HotDocs® Player and Cloud products not compatible)