Charitable Remainder Trust Administration and Tax Reporting

Professional administration and trustee support services.

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

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

Proven track record of customer service and support.

Charitable Remainder Trust Specialist

Jeff Drollinger, CFP, EA

• Over 20 year's experience administering Charitable Remainder Trusts.

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

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