Families and Advisors
Create your family and add all of your relevant family members and financial advisors.
Template and Trusts
Set up your trusts and create your templates for your letters.
Gifts
Record gifts to the trust as you make them. The trustee will automatically be notified and requested to send a Crummey letter to the beneficiaries.
Crummey Letters
Beneficiaries will receive the Crummey letters electronically and will be provided a link to acknowledge the gift and, optionally, request or decline a withdrawal.
Activity
All activity will be recorded and timestamped, and a copy of the letter will be stored for your family and any advisors you invite to see.
