About Us

• A life insurance trust administration system built for law firms is now also available to non-professionals. A simple to use data collection tool guides users during set up and then automates all tasks from gifting notices, crummey notices, policy review reminders, premium reminders and year end gift tax reporting. It's a great solution for any professional firm that wants to keep administrative resources on higher value matters or simply desires their clients to have the best tools at their disposal. Advisors can customize logos, colors and notice content to keep your brand top of mind with your clients. Call us today to learn about advisor discounts or visit our website.