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Crescendo Estate
Crescendo Estate Software focuses on the charitable tax planning concerns of the advisor, i.e. Attorney, CPA, Financial Planner or Underwriter. The following 25 planning and presentation programs are backed by over 20 years of time-tested leadership in the planned giving Industry.
Price:
$600.00 ($300 Software + $300 Annual Service)
add to cart  Purchase today and receive Crescendo Presents free!
  • FEATURES
  • FAQ
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Unitrust and Insurance Presentation
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Unitrust vs. Maximum Presentation
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Unitrust Income Growth Graph
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Gift Models

  • One and Two Life Annuity Trust
  • Bequest/Bequest of IRA
  • One and Two Life Gift Annuity
  • Gift Plus Insurance
  • Gift/Sale
  • Inter Vivos Lead Trust
  • Retirement Unitrust
  • Sale vs. Unitrust
  • Testamentary Lead Trust
  • Testamentary Unitrust/IRA
  • Unitrust - Life Plus Term
  • Unitrust and Insurance Trust
  • One to Eight Life Unitrust
  • Unitrust and Sale
  • FLIP Unitrust

Worksheets

  • Annuity Trust - Term of Years, QPRT, GRAT
  • Lead Trust UT/AT - Term of Years
  • Lead Trust - UT/AT for One or Two Lives
  • Unitrust - Three to Ten Lives

Documents

  • One and Two Life Unitrust
  • Testamentary Unitrust
  • Flip Unitrust
  • Current Gift Annuity (50 States)
  • Living Annuity Trust
  • Living Lead Trust
  • Testamentary Lead Trust
  • Double Discount Lead Trust
  • Lead Supertrust

Estate Planning

  • Married Couple
  • Surviving Spouse
  • Single Person
  • Estate Tax Calculation

GiftLaw Pro

GiftLaw Pro is a planned giving tax reference library with over 25,000 pages. Select a link and you can view any topic and take a quiz, look at related information and view the actual regulations, private letter rulings or cases. You will find GiftLaw Pro to be your primary source for planned giving information in the future!





  • What is Crescendo Estate?
  • Crescendo Estate includes 23 programs from the Crescendo Pro System. It focuses on the charitable tax planning concerns of the attorney, CPA, Financial Planner and Underwriter.
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  • What are the key features of Crescendo Estate?
  • Crescendo Estate is designed for individuals who want a middle line product which includes the Lite programs plus Testamentary Unitrust with IRA, Lead Trust and Estate Planning programs.
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  • Does Crescendo work on Vista?
  • Several organizations are successfully using Crescendo on Vista. It works fine if you install the software as an administrator and the user has full read and write permissions to the Crescendo directory.
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  • What are Crescendo Estate's requirements?
  • A Pentium or Pentium or compatible computer, Windows 2000/XP/Vista. Hard disk space 90MB.
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  • Does Crescendo Estate require any other software?
  • Yes. Crescendo Estate does require Internet Explorer 4.01 or greater.
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  • What is the cost of Crescendo Estate?
  • Crescendo Estate $300/300 Annual Update Service.
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  • What is included with purchase?
  • Crescendo Estate Software CD, a detailed Electronic Users Manual and computer and planned giving support services.
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  • What kinds of organizations use Crescendo Estate?
  • Attorneys, CPAs, Financial Planners, and Underwriters.
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  • Is demonstration software available?
  • A FREE 90-Day Trial use of the Crescendo Estate System is provided by calling 800-858-9154.
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Free
90 Day Trial Software

Use our Trial Software Request Form to request your 90-day trial or call 1-800-858-9154.

Purchase Software

Initial Purchase Price $300
Annual Maintenance $300
Total Purchase Price $600 add to cart