News and Events:
  • Announcing our “Real Change” Giving Webinar, now available to small groups. Contact us to schedule a convenient time.
Testimonials
  • “Charitable Giving PRO is an extraordinary resource for anyone who needs assistance preparing for the loss of a loved one. ”
    — Rev. Jim Lee, Renaissance Unity
  • “When my father died unexpectedly, my mother and I felt helpless. I wish I would have known about Charitable Giving PRO.”
    — Kristin Coleman
  • “In dealing with the passing of a close family member, I was left in the dark. The guidance MyEstateManager provides is unparalleled.”
    — Sarah
  • “I believe every Financial Advisor, Estate Planning Attorney or Tax Professional should utilize EstateManagerPRO.”
    — Jeff Rogers, Financial Planner
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