AAccurate

Professional administration and trustee support services.

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BReliable

Prompt delivery of trust tax forms, K-1s, and annual reports.

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CConvenient

Secure, online access to current and archived CRT tax forms and reports.

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DProven

Proven track record of customer service and support.

Testimonial Page

Charitable Remainder Trust Specialist

Jeff Drollinger
Jeff Drollinger and Jan Stein

Jeff Drollinger, CFP, EA

• Over 15 year's experience administering Charitable Remainder Trusts.

• Uniquely qualified to assist CRT trustees and their professional advisors.

Bio

Testimonials

  • "I am so glad I transferred the administration duties for both of my CRTs to CRTPro."
    M. Mciver, Trustee
  • “I switched to CRTPro four years ago and the service has been great.”
    C. Thompson,
    Trustee
  • “The CRTPro service has been spot on."
    Testimonial Page
    S. Diemer,
    Financial Advisor
 
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