For Florida Estate-Planning firms
The successor Trustee still has mandatory Florida duties, notices, and deadlines to meet — the steps that actually make the Trust enforceable.
TrusteeClear is the client-facing Trustee layer your firm delivers: AI reads the Trust and maps every requirement, your attorneys review and approve, and the Trustee is guided through each step — so nothing slips, and the firm captures the administration work it used to give away.
Florida-specific · Attorney-controlled AI · SOC 2 readiness · Multilingual (EN · ES · FR · HT · RU · HE)
See it in action — your firm's workflow, about 80 seconds. No sign-up to watch.
Your clients signed their Trusts. The Trustees they named still call you — for free.
For firms
Onboard a client, load the Trust, and TrusteeClear builds the matter — deadlines, notices, vault, accounting, audit trail — branded as your firm. Per-matter + file-volume pricing, unlimited users.
For Trustees without a lawyer
If the Trust was set up online (LegalZoom, Trust & Will, or similar) or the drafting attorney is no longer involved, and you're not sure what to do — understand your role, duties, and first steps in plain language, with independent Florida attorney review available when you want it. Start free.
Built to be trusted
The big national estate suites make the lawyer faster. The executor apps serve probate. We're the only one supporting the successor Trustee through the Trust — with a real firm behind it.
A statutory rule engine built on the Florida Trust Code — §736.0813 notices, accountings, Notice of Trust, homestead and elective-share flags — not a generic estate app.
AI reads the Trust and surfaces P0–P3 issues; your attorney approves, revises, or dismisses each one. Nothing reaches a client without sign-off (Fla. Bar Op. 24-1).
Confused Trustees get a guided, firm-branded experience instead of calling for free — and the work that should be billable gets captured as a matter.
Every notice, accounting, approval, and signature is recorded — a timestamped record that the Trustee acted prudently, exportable for the file.
For firms that draft Trusts
When the Trust is signed, your engagement may be over — but their Trustee's Florida duties are just beginning. Hand them TrusteeClear: a separate, unaffiliated platform. Using it doesn't create or extend an attorney-client relationship — yet it makes sure your client has the support, knowledge, and reminders to complete every mandatory step on time, so the Trust you drafted actually stays enforceable.
TrusteeClear is an independent platform. It provides general information and administrative support, not legal advice, and does not create an attorney-client relationship between your firm and the Trustee through TrusteeClear. Your firm chooses whether to refer clients or to license and supervise the experience.
And what your client gets
While your attorneys supervise from the dashboard, this is the calm, guided experience your client gets. It's the part no back-office competitor has.
You were named Trustee of a Florida Trust. We'll guide you through it.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-English guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Your attorneys supervise; the platform does the busywork. Built for Florida, from intake to close.
Next deadline
Acceptance notice · 14d
Qualified beneficiaries
2 identified
Funding gaps
1 flagged
Documents
Tenant isolation
Row-level security — one firm can never see another's data.
Encryption
In transit and at rest; private, signed document access.
SOC 2 in progress
Readiness controls today; DPA + security one-pager available.
Audit logging
Append-only record of every access, generation, and approval.
We'll walk your firm through the Trustee portal, the attorney dashboard, and the AI analysis — and how it captures billable work you're leaving on the table.
Vault · versioned
Accounting
Worksheet ready
Audit trail
Defensible
TrusteeClear. General information about Florida Trustee duties, not legal advice. Using these tools does not create an attorney-client relationship. AI organizes and drafts; TrusteeClear never files or sends anything on your behalf. Where attorney review happens, it is your firm's attorney or an independent attorney you engage directly. AI observations and chat are informational only — not legal advice, and not attorney-reviewed.