Gift Planning Menu
Text Resize

Advisor Resources

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. Click here to learn more.

In addition, we have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.


Contact Info