Professional administration and trustee support services.Read More
Prompt delivery of trust tax forms, K-1s, and annual reports.Read More
Secure, online access to current and archived CRT tax forms and reports.Read More
Proven track record of customer service and support.Testimonial Page
Charitable Remainder Trust Specialist
Jeff Drollinger, CFP, EA
• Over 15 year's experience administering Charitable Remainder Trusts.
• Uniquely qualified to assist CRT trustees and their professional advisors.
"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,
“The CRTPro service has been spot on."S. Diemer,