Charitable Remainder Trust Administration and Tax Reporting for Trustees, Professional Advisors and Planned Giving Offices

Professional Charitable Remainder Trust Administration and Tax Reporting

Welcome to CRTPro™ Jeff Drollinger,CFP,EA
Professional Charitable Remainder Trust Services

Discover how CRTPro can be the solution to your charitable remainder
trust administration and trust reporting needs.

Request an in-depth demonstration with us and see for yourself how
easy the CRTPro system can work for you.

Compare our services to other charitable remainder trust
administration providers.

** Testimonial Page **

Mission: To become the most convenient and reliable provider of high quality charitable remainder trust administration and tax reporting services.

CRTPro accomplishes this mission with the help of five guiding principles
Quality CRTPro will guarantee their services to be accurate and compliant with governing regulations.
Reliability CRTPro will guarantee their reporting on time, and reviewed by a CRT tax professional.
Convenience CRTPro offers easy access to account information and prompt assistance for all service issues.
Flexibility CRTPro will work with the unique and varying needs of each and every CRT trustee.
Fairness CRTPro offers the best value in the industry with a flat annual fee for service for all trusts.

Thinking of creating a Charitable Remainder Trust? Click here OR visit www.expresscharitabledocuments.com

Charitable Remainder Trust Terms & Conditions