Contact CRTPro today
  • Phone:
    800-422-3316

  • Fax (toll free):
    866-239-6781

  • Email:
    service@crtpro.com

  • Create a CRTPro account today! Click here:   [register]


CRTPro -vs- The Competition

CRTPro offers professional tax reporting and administration services for trustees of charitable remainder trusts (CRT's).  By focusing solely on CRT's and by leveraging a web based service model, CRTPro can offer an exceptional value for CRT reporting and administration. 

Here's how we stack up to the competition:
Annual Reporting & Administration Fees by Trust Size
 
$250,000
$500,000
$1,000,000
   
CRTPro LLC
‹--------------$600 (flat fee) -------------›
Average Third-Party Administrator
$1,250
$2,125
$3,562
Average Trust Company
$1,875
$3,750
$6,000

 

CRTPro specializes only in CRT administration and reporting.  No other service can match the efficiencies that the CRTPro service model offers.  In addition to providing a lower cost, we provide the expertise that you expect in a specialist.  We actively monitor the effects of the constantly changing tax environment. We provide comprehensive record keeping, four-tier accounting, annual reporting, tax preparations and ongoing client communications.  We provide services to self directed trustees and to organizations that wish to outsource these duties and responsibilities.

There are NO trust setup fees and
NO trust termination or dissolution fees with CRTPro.

The savings that can be achieved by using CRTPro can be significant over time.  Consider that a two life CRT lasts twenty years. At $3,562 per year, a $1 million CRT could potentially pay over $71,000 in administration fees to a typical third party administration service and $120,000 to a trust company!  Compare that to a total of only $12,000 in CRTPro fees and there is potentially $59,000 to over $100,000 in savings that could be distributed to trust beneficiaries instead.

Are you paying too much for CRT reporting and administration?

Call Jeff today at 800-422-3316.