Crummey Club makes managing life insurance trusts simple.
Reminder to Make Gift to the Trust
Reminder to Make Gift to the Trust
Reminder to Make Gift to the Trust
We send a reminder to the Grantor to make a gift to the Trust to pay the insurance premiums. We also send a letter from the Grantor to the Trustee confirming that the payment is a gift to the Trust.
Reminder to Pay the Premium
Reminder to Make Gift to the Trust
Reminder to Make Gift to the Trust
We send a reminder to the Trustee to pay the insurance premium.
Crummey Notices
Reminder to Make Gift to the Trust
Reviewing Policies
We send Crummey notices to all beneficiaries. We keep records and track all Crummey notices for IRS compliance.
Reviewing Policies
Reviewing Policies
Reviewing Policies
WE WILL DELETE THIS AND OTHER 2. WE ARE JUST DOING THE TOP THREE. since we are not using these, we could break turn 1-3 into more. Put sending letter from GRantor to Trustee as another. And keeping records as another??
Monitoring
Reviewing Policies
On-Demand Reports
Escalating overdue tasks.
On-Demand Reports
Reviewing Policies
On-Demand Reports
Generating annual gift reports and maintaining secure long-term record-keeping.