About California Master Trust

CFDA established the California Master Trust so members could easily offer a preplanning trust program as an extension of their existing services. 

Funeral directors say that CMT: 

• Rates high for customer service 
• Works well for SSI/MediCal applicants 
• Appeals to staff and families because of its simplicity

“The staff is most helpful, the forms are easy to use and payment is fast!” 

“CMT takes the accounting burden and file all the papers. It is business friendly. It does well for us.” 

“CMT works fabulously for us. The company sends funds quickly. We are very impressed with the professionalism of the staff.” 

Families report that CMT was an asset in simplifying funeral arrangements: 

"The most important thing about preplanning was that I didn't worry about anything." 

"CMT made arrangements easy at a difficult time." 

"Advance funeral arrangements made it possible to avoid last minute arrangements at death." 

"It is easier to make these decisions before the service is needed." 

As a CFDA member, you are entitled to: 

• Complete “Master Trust” Services: 
            Trustee Services – Asset Management Services
            – Administrative Services – Trust Management
            By FDSC Board of Directors
• Free Marketing Materials
• On-Site Staff Training
• Trust Roll Over Assistance
• On-Line Trust Account Services
• Dedicated CMT Marketing Representative

California Master Trust Administrators 

8305 SW Creekside Place
Suite A
Beaverton, OR 97008
Phone: 800-322-4268
Fax: 800-769-9063
Email:  

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

Steven Skiles, Regional Representative
Email:
Cell Phone: (619) 564-0153  

California Master Trust Corporate Trustee 

Comerica Bank – Bob Gajewski, Sr. V.P.
250 Lytton Avenue
Palo Alto, CA 94301
Phone: (650) 462-6166