We allow our customers to try our site free of charge. A subscription is needed only to prepare a new Crummey letter. A separate subscription is required for each family.

Crummey Cake Corporate Sponsors include our service as a part of the other services they provide you. Ask your provider for their Sponsor Code and enter it when creating your subscription.

Customers of Crummey Cake Corporate Affiliates qualify for a discounted annual subscription. Ask your provider for their Affiliate Code and enter it when creating your subscription.

At the top left of every screen is a family selector. Simply choose the family you would like to view. If you do not have access, request that the family administrator invite you to their family as an advisor.

Crummey Cake offers invited family members and advisors to be granted full admin rights or to be limited to view only status. Simply select the appropriate permission for each person under the Family or Advisors tab.

For these types of individuals, Crummey Cake categorizes them as "Non-Users". This allows these individuals to be referenced in the letters but not have access to the site. An email address is not required for Non-Users.

Yes, we offer the ability to add guardians to your family and to specify your minor children as wards. Crummey Letters for trusts where the beneficiaries are wards will be sent to the guardian.

Yes, simply add the contact person at the professional trustee firm as an advisor and select "Entity" as the trustee type for your trust.

Yes, simply go to the documents page and upload a PDF copy of any letter.

Yes, our documents page allows you to upload copies of your Will, Trust Agreement, Healthcare Directive, Power of Attorney or other document. For your added protection, please do not upload any personally identifiable information such as social security numbers or bank account numbers.