Expand your practice with GiftAttorney Pro
Wouldn't it be great if all of your clients' estate information, goals and objectives were available online? GiftAttorney Pro grants you permission-based access to secure online client accounts that will transform your estate planning practice. Your clients can create accounts, grant you access and then make updates as life changes occur. Client updates will be flagged for you, permitting you to draft and revise wills and trusts 24/7. Thousands of wills and trusts are drafted every day. Charities use Crescendo's nationwide attorney database to refer their donors to qualified estate planning attorneys.
- GiftAttorney Pro data account with client access
- Unlimited client Wills Planner accounts
- CresLite/GiftLaw Pro software
- Ten GiftCollege credits
- Business practice growth system
GiftAttorney Pro is free to any estate planning attorney in good standing.
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