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Crummey Service Software

(on peninsula corporate circle suite)
Financial Services in Boca Raton, FL
Financial Services
IT Services & Computers
Lawyers and Law Firms

Location

950 Peninsula Corporate Circle, Suite 1000
Boca Raton, FL
33487

About

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.

Information

Company name
Crummey Service Software
Category
Financial Services

FAQs

  • What is the phone number for Crummey Service Software in Boca Raton FL?
    You can reach them at: 888-648-4548. It’s best to call Crummey Service Software during business hours.
  • What is the address for Crummey Service Software on peninsula corporate circle suite in Boca Raton?
    Crummey Service Software is located at this address: 950 Peninsula Corporate Circle, Suite 1000 Boca Raton, FL 33487.