Contact CRTPro today

  • Phone:
    800-422-3316

  • Fax (toll free):
    866-239-6781

  • Email:
    service@crtpro.com

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Looking to lower your annual trust fees?


Most CRT trustees, whether they are individuals or part of an organization, look for some type of assistance in carrying out their fiduciary responsibilities.  It may be asset management, legal counsel, or administration.  Many have found that trust tax reporting is the area that troubles them the most, and is where they are willing to pay for help.  Even the IRS admits it is no easy task to file split interest tax information returns.  Here is a section right out of the 2007 IRS Form 5227 Instructions:

"The time needed to complete and file this form will vary depending on individual circumstances.  The estimated average time is:"
  Recordkeeping.... 71 hr., 16 min.
  Learning about the law or the form..... 19 hr., 47 min.
  Preparing the form..... 40 hr., 25 min.
  Copying, assembling, and sending the form to the IRS..... 5 hr., 22 min.

And this is just one of the forms the trust is required to file!  CRTPro offers professional services that meet the tax reporting and administration needs of most CRT trustees.  Depending on your needs, you can pay less for CRT administration services with CRTPro than almost any trust company service or third party administrator service available nationwide.  You will receive prompt, professional service from CRTPro, and have confidence that the reporting and administration for your trust will be done accurately and on time.

Go with the pros!  CRTPro!