1. Why is GiftAttorney Pro free for one year?
GiftAttorney Pro is designed to assist in creating relationships between gift planners and attorneys throughout the nation. The FREE one-year program enables the GiftAttorney and gift planner to start implementing seminars and produce referrals for the GiftAttorney. The seminar and referral program should be started within the first year and the cost for the GiftAttorney will be $495 per year thereafter.
2. What services are included with GiftAttorney Pro?
The GiftAttorney Pro will have unlimited, free online client accounts, receive Crescendo Estate software, 10 credits per year for GiftCollege.com and have access to the online client manager. All of these capabilities will facilitate referrals and the drafting of wills, trusts, powers of attorney, advance directives and other documents.
3. Do clients still pay for these estate planning documents?
The clients and attorneys will have a normal business relationship. Because of the efficiencies of the GiftLegacy Wills Planner and GiftAttorney Pro, some attorneys may choose to offer discounted rates, but that is a decision made by each GiftAttorney.
4. What are the requirements for participation in GiftAttorney Pro?
There are two basic requirements. First, you must be an attorney and member of a bar association. Second, you must be an active attorney in good standing.
5. How can I become a GiftAttorney? What is the approval process?
You may very easily become a GiftAttorney. First, sign up online. Second, fax in an application letter. Crescendo will verify that you are a member in good standing of a state bar association.
6. Can I be a GiftAttorney in multiple states?
You may be a GiftAttorney in multiple states provided that you are a member of the bar and in good standing in each state. When donors request access to GiftAttorneys in a given state, your name is eligible to appear on each state list for which you are qualified.
7. How can I know that I am working with a GiftLegacy charity?
GiftLegacy charities have a planned giving website with the copyright located in the footer indicating GiftLegacy and Crescendo Interactive, Inc. Your GiftLegacy charity also must elect to use the online Wills Planner so that your clients (their donors) can maintain information and provide you with the necessary data to complete wills and trusts.
8. If I am working with a charity that is not yet a GiftLegacy charity, how should they contact Crescendo?
They may call 1-800-858-9154 or go to GiftLegacy.com and click "Contact Us."
9. Is there a difference between GiftAttorneys and GiftAttorney Pro?
The GiftAttorney list is maintained on the Members Section of all GiftLegacy managers. It is a free listing of attorneys in good standing in their respective states. The GiftAttorney Pro account includes the unlimited online client accounts, Crescendo Estate software, 10 GiftCollege credits each year and the GiftAttorney client manager account.
10. With all the value in GiftAttorney Pro and the referrals produced through seminars or the relationships with GiftLegacy charities, many attorneys will have a substantial new revenue stream. The price could be far more than $495 per year. Do you anticipate price changes in the future?
GiftAttorney Pro accounts are free for one year and $495 thereafter. The goal of the GiftAttorney Pro account is to develop a nationwide group of attorneys to assist donors in completing estate documents. Hopefully, many of those donors will leave bequests and charitable trusts for charities. The price is very reasonable in comparison to the value to the GiftAttorneys in order to produce the broadest possible capability to serve donors nationwide.