About California Master Trust
CFDA established the California Master Trust in 1985 so members could offer a preplanning trust program as an extension of their existing services.
Trust Member Benefits
- Anytime online access to individual account information
- Truschek® – same day payment of claims
- Monthly billing & automatic debit service
- Monthly management reports
- Facilitate preparation of Qualified Funeral Trust tax returns & annual state reports
- Industry leading client & consumer care services
- Complete “Master Trust” Services:
- Trustee services
- Professional investment management
- Administrative services
- Trust roll over assistance
- Supplies furnished at no cost
California Master Trust Administrators
Trustee Services Provided By:
Bessemer Trust Phone: Email:
Investment Management Provided By:
Bessemer Trust
Administrative Services Provided By:
The Essential Planning Group
8955 SW Commercial Street
Contacts
Penny Fowler, Senior Account Manager
Martha Rodriguez, TAS Representative
CMT’s online access helps my business run more smoothly because I can review my account at any time, including after hours and on weekends.