Trust Manager

Are you certain your clients’ irrevocable trusts are implemented properly?

Are you sure your clients appointed trustees understand all IRS notification requirements?

Are you concerned that errors or omissions by your clients’ appointed trustees mightresult in accrued tax liabilities?

For a 4-minute introduction to TrustManager’s capabilities, CLICK HERE 


For a more complete, 9-minute overview of the system, CLICK HERE

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