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
Tigard, OR 97223
Phone: 800-322-4268
Fax: 800-769-9063


Penny Fowler, Senior Account Manager
Phone: 800-322-4268

Martha Rodriguez, TAS Representative
Phone: 800-322-4268

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.