Want all the advantages of the CRTPro Signature Service, but don't want to enter all the information required for it?  Don't worry, we can do it for you! 

If you are a self directed trustee or part of an organization that serves as trustee, you can achieve significant savings in annual administration costs by using the CRTPro Elite service.  Let CRTPro enter your trust information for you and you'll still receive your completed tax forms and annual reports promptly and accurately....all for only $600 per year, not matter what the size of the trust!**   No more stress over tax reporting or second guessing the trust four tier accounting rules!  You can have confidence in your trust accounting and tax reporting with CRTPro!  Here's what you get:

• Federal & State Tax Reporting
  • Form 5227
  • Form 1041A
  • Form K-1
  • Form 1041
  • Applicable State Form(s)
• Annual Reporting
  • Trust annual summary statement
  • 4-tier accounting summary
  • Distribution Summary

After CRTPro receives the final transaction and tax reporting statements from the trustee, we will have completed reports and tax forms available to you automatically!  No more late K-1's or tax forms!!   With CRTPro, your completed forms are always available and as you continue to use CRTPro, you can easily view each year's tax returns and annual reports with the click of a button. 

The CRTPro system will also assist you in calculating required distributions for the trust.  The CRTPro Payout Alert service will notify you by email of upcoming required trust payouts.  The trustee can then make trust payments to the income beneficiaries on time and accurately.  There's no waiting for a third party administrator to request the payout, process their fee and then send a different check to the income beneficiary.  You're in control!

When you choose CRTPro for your CRT reporting and administration needs, you get much more than exceptional service.  Taking advantage of sophisticated technology and incorporating the power of the internet, CRTPro continues to design and develop solutions for the everchanging requirements of our users and government reporting rules.  CRTPro offers an uncompromising commitment and stands behind all our services with a written, money-back guarantee if you are not completely satisfied.

Register your CRTPro account or call us today and we can help you get CRTPro working for you!

**some exceptions apply