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TrustManagerTM is designed to do one thing and one thing well… that is to make the trustee's life simpler. TrustManagerTM performs the complex administrative tasks, manages the data and retains the records associated with the issuance of Crummey letters to beneficiaries. Once the data is in our system, the services performed by the system allow the trustee to focus on their other responsibilities. Periodic notifications foster the communication process providing the trustee with the means to better serve their customers. Through this catalyst for communication, the trustee eliminates the perpetuation of costly mistakes caused by lack of customer contact.  

Basic Trust Services

  • Maximum of two grantors
  • Maximum of seven beneficiaries
  • Maximum of four advisors
  • One annual recurring gift
     

Additional Trust Services *

  • Additional beneficiaries
  • Additional gifts or gift frequencies

* Automatically included in pricing of 'Trust Self Service.'


TrustManagerTM's secure service is provided to users after an account has been created. Click Here to request additional information and service pricing.

 

     
P.O. Box 596
Franklin Lakes, New Jersey 07417
USA
(877) 469-7658

email ctminfo@trustmanager.com

© 2000 by Legacy Management Group, LLC. All rights reserved.