A leader in Charitable Trust Administration since 1997
A legacy endures like a ripple in the waters of time
A legacy endures like a ripple in the waters of time
A legacy endures like a ripple in the waters of time


Efficient Charitable Trust Management in Coppell, TX

Ensure that your client's charitable trust operates in a financially responsible manner with assistance from Family Legacy Administration Services. We provide the accounting and reporting that is an essential part of charitable trust management in Coppell, TX. With skillful administration, your client's trust will continue to benefit from tax deductions and tax-exempt asset sales.


Learn more about the benefits of a charitable trust.
(972) 330-2375


Call to Inquire about Waiving the Set Up Fee • Quantity Discounts for Multiple Transfers of Trust

Trust Us with Your Trust

We have found that some individuals and families regret establishing charitable trusts years later. As such, we prevent buyer's remorse by refreshing and reminding clients graphically and visually of why they started their charitable trust in the first place. The approach we take to our work as trust administrators is designed to ensure that both you and your clients are happy with our trust management.

Learn More Purposeful Planning Institute

Member of The International Association of Advisors in Philanthropy


Contact

Thank you for your interest. We look forward to hearing from you soon.

Phone
(972) 330-2375

Share