TrustButler manages time-sensitive tasks

Gift Reminders

Communicating with grantors and bill payers to ensure your trust is funded

Paying Premiums

Reminding bill payers to remit premiums when due and record payment information

Crummey Notices

Generating and sending Crummey notices to beneficiaries and recording acknowledgements

Reviewing Policies

Reminding Trustees to periodically review policies and storing inforce illustrations used in the review


Escalating overdue tasks

On-Demand Reports

Generating annual gift reports and maintaining secure long-term record-keeping

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