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CrummeyService Brand

CrummeyService.com, LLC is a software company which automates ILIT administration, specifically for Crummey-powered trusts.

Crummey-powered trusts are one of the most popular ways to transfer wealth in the US. Yet many attorneys, after creating them, choose not to continue to administer them because the administrative burden makes it uneconomical. With CrummeyService, it is now economical. Crummey is now an opportunity.

  • Trust and estate attorneys - Reconnect with clients whose ILITs you created and offer them a valuable ongoing service.
  • Financial advisors/Accountants/CPAs – Oversight and reporting are now achieved with a click of a mouse
  • Grantors/Trustees – Rest assured that administrative responsibilities are being fulfilled by state-of-the-art
Today, Crummey-powered ILIT administration:

Today, Crummey-powered ILIT administration:

  • Is efficient
  • Creates new opportunities
  • Provides peace of mind
  • Solidifies client-advisor long-term relationships
  • Has world-class data security and is a disaster recovery solution
  • Empower trustees to serve longer tenures by removing their administrative burdens

Robust and Easy To Use

For the past four years, CrummeyService has been used by some of the top US law and financial advisory firms to more efficiently administer the ILITs of their partners and clients. Meeting their sophisticated needs and demanding legal rigor helped to make CrummeyService the leading ILIT administration software company it is today and a solid decision for your practice.

Recent improvements to CrummeyService software now make it not only more robust, but also much simpler to use. Today, the web-based system is being adopted by the smallest legal practitioners. No IT Department is necessary. If you can browse the Internet, you can use CrummeyService.

As a Lawgic customer, you are eligible for a 10% discount on all CrummeyService products. If you would like to hear more about CrummeyService and what it can do for your business then contact us today to schedule a brief online demonstration.

Robust and Easy To Use

Interested in signing up for Lawgic's Crummey-Powered ILIT module?

Request CrummeyService Demo