Create Crescendo User Account
Login top frame Login top frame Login top frame

Account Login

Getting Started

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started. Watch the videos below to learn how to use the Wills Planner to create the peace of mind that comes with having a plan. When you are ready to get started click on Login to Plan Your Will and create your personal settings.

Learn more about wills planner
Login bottom frame Login bottom frame Login bottom frame

Learn More About Planning Your Will Online

Four Steps to Peace and Comfort Four Steps to Peace and Comfort

Welcome to the online Wills Planner. Our friends who have used this planner are very pleased to have the peace of mind that comes with having a plan. A good plan will provide for your family and protect both you and them.

Watch Video
Family Family

This is the first of four Wills Planner sections. To complete this sections you will need to provide limited personal data in our secure system.

Watch Video
Healthcare Healthcare

In this section, you will review your primary date and then designate a executor to manage your estate and a guardian for minor children.

Watch Video
Finances Finances

The third section is Finances. When you click on Edit This Section, you may enter information for real estate, bank accounts, investments and other items. You can enter either a summary or an itemized record for your accounts.

Watch Video
Estate Plan Options Estate Plan Options

This final section allows you to select estate options and pass the right inheritance at the right time to the right persons.

Watch Video
Provide and Protect Provide and Protect

Watch this video for answers to your questions about topics related to planned giving. Another resource is the book, Provide and Protect.

Watch Video
Gift Planner Gift Planner

One of the features of the Wills Planner is the ability to communicate directly with a Gift Planner. If you decide to take advantage of this option, you will have the opportunity to connect directly with a Gift Planner.

Watch Video
GiftAttorney GiftAttorney

This Wills Planner is a wonderful way to gather your important information and maintain it. That's key to providing for and protecting your family. Your direct contact to a GiftAttorney will lead to completion of your will.

Watch Video
Security Security

Learn how encryption protects you and your financial information on the Internet.

Watch Video
scriptsknown