PaperItUp keeps irrevocable trusts on schedule: GRAT annuities, Crummey notices, note payments and gifts tracked, confirmed and packaged for your CPA. Keep paying professionals for judgment, not reminders.
Irrevocable trusts come with dated, recurring duties. Miss one and the tax result your attorney designed can unravel, often without anyone noticing for years.
Annuity payments must be made within 105 days of the anniversary date, and can't be paid with an IOU. A late or improper payment can cost the trust its tax treatment.
When assets are sold to a grantor trust for a note, the note has to work like a real loan. Missed or casual payments invite the IRS to call it a gift, or to pull the assets back into the estate.
Gifts to a life insurance trust usually rely on beneficiaries being told they can withdraw. No notice and no proof, and the annual gift exclusion may not hold.
Trust bills paid from a personal account, or distributions nobody wrote down, blur the line the whole plan depends on.
Send the signed trust, any notes, and the insurance policy. Nothing to fill out from scratch.
AI reads the documents and cites the page behind each obligation. A person checks every one before it reaches your calendar.
Reminders for the trustee, notices to beneficiaries with one-click acknowledgment, and every payment, gift and distribution logged and confirmed.
A year-end packet for your CPA and a summary for beneficiaries, with the full history ready if a trustee ever changes.
The annuity schedule from the trust terms, the 105-day window, and a record of how each payment was made.
Note terms checked against the IRS minimum rate, and every interest and principal payment confirmed by both sides.
Premium gifts, Crummey notices, withdrawal windows, and each beneficiary's acknowledgment.
Contributions and distributions, kept separate and written down as they happen.
A running gift log your CPA can use for the gift tax return every year.
The same shared, two-sided record PaperItUp keeps for family home loans.
Handle the routine yourself, with a second set of eyes behind you, instead of paying by the hour for reminders.
One record across trusts and family members, with read-only access for each outside advisor.
Clients who keep their trusts in good order, and a clean record you can open whenever you need it.
Refer a client →Join the waitlist today; you won't be charged until setup opens.
Every duty in the trust mapped and checked, reminders and notices, the shared record, and your year-end CPA packet. No setup fee; cancel anytime.
Join the waitlist: $299/yrYou, the trust, a family member, or your advisor. Choose at checkout, along with monthly or prepaid billing if you prefer. Whoever pays, everyone keeps the same access to the record.
Join the waitlistEvery duty in your trust mapped from the document itself, with the page cited and a person checking each one.
Grantor, trustee and beneficiaries see the same calendar, the same notices and the same acknowledgments.
A year-end packet for your CPA, and the full history ready if a trustee ever changes.
What we never do: hold trust money, replace your attorney or CPA, or sell your data.
Tell us a little about your trusts, and we'll email you as soon as setup opens.
No. Your attorney drafts and interprets the trust, and your CPA prepares the returns. We keep the schedule, the notices and the record, and flag anything for them to review.
No. The trustee makes every payment from the trust's own account. We remind, record and confirm.
Only the people you invite; your advisors get read-only access. Records are encrypted, protected by two-step sign-in, and every view is logged. We don’t ask for Social Security or account numbers, and AI never learns from your documents. How we protect your records
Usually not for the trusts they run. PaperItUp is built for families who serve as their own trustees, or who want their own record alongside a professional's.
Each trust is $299 a year on auto-renew, with no setup fee and your year-end packet included. Monthly and prepaid billing are available at checkout. Join the waitlist and we'll email you when setup opens; you won't be charged until then.