Trust Management Services
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Contact Us


Please feel free to contact our Director of Client Relations
either through e-mail or telephone; or you may submit your
​comments below. 
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EMAIL ADDRESS

info@plantrustee.com

TELEPHONE NUMBER

(408) 377-3441

PHYSICAL ADDRESS

1 Almaden Blvd. #620
​San Jose, CA 95113

ShareFile


Starting in early 2017, we will be using ShareFile, which is a secure file sync and share system. This will allow us to share important files with our clients, and vice versa, in a quick and efficient manner. It is very easy to use and all you need to do is sign up and make an account. You will then have easy access to documents we share with you and can send us documents in turn. 

How it works:

​1. We will send you an activation email and you will get an email from ShareFile Support. 

2. Click the "Activate Account" link.
3. Fill in your information.
4. Create a password.
5. You are done! You now have a ShareFile account and have access to any documents we share with you and can share files with us. 

If you have an account, you can sign in by clicking the button below. If you do not have an account, please contact us and we will sign you up as soon as possible. 
Sign IN Here

Our Mission Statement

"Trust Management Services strives to enable speedy delivery of health and welfare benefits to plan participants"
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