A leader in Charitable Trust Administration since 1997

Timesaving Charitable Trust Administration in Coppell, TX

A charitable trust is usually established to do the most good for the most people in need. Like any legal entity, a trust requires knowledgeable management to ensure it performs optimally. Turn to Family Legacy Administration Services, Inc. if you are dissatisfied with the way your family's charitable legacy is being handled. Our staff provides complete charitable trust administration in Coppell, TX. We manage your trust in a manner that ensures it offers the most for those who need its services.

Financial Obligations

Our experienced and knowledgeable staff makes sure your legal entity achieves its goal of helping those in need. We do so with charitable trust administration services that include accurately computing annuity or unitrust distribution amounts. Additionally, we work with trust custodians and your financial advisors to make sure beneficiaries receive their specified distributions. And we keep your trustees updated about our work through a detailed annual report.

A Taxing Situation

Tax obligations are a major requirement of a charitable trust. As such, we include tax preparation as part of our administration services. We help you make on-time filing with the government by preparing annual federal tax returns along with forms 5227, 1041-A, and Schedule K-1. Reach out to us for comprehensive administration of your charitable trust.

Working Team, Charitable Trust Administration, Coppell, TX