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For Florida Trustees

You were named Trustee. Nobody told you what comes next.

Made your Trust or Will online — and no one ever said what happens after?

Named as successor trustee? The moment the person who made the trust dies or can no longer serve, you become the Trustee — and Florida's clocks start. The duties are the same whether the Trust came from a law office or a website: mandatory notices, accountings, and statutory deadlines, even when no attorney is involved anymore. TrusteeClear reads the trust, maps every requirement, and walks you through each step — clearly, in your own language — with independent Florida attorney review available when you want it.

Start the free role checkTrustee pricing

Florida-specific · Clear guidance in 7 languages · Independent attorney review available · From a 3rd-generation South Florida firm (45+ years)

Read the Trust
Map the deadlines
Identify qualified beneficiaries
Run AI analysis
Flag homestead risk
Draft the notices
Detect funding gaps
Attorney approves
File Notice of Trust
Serve beneficiaries
Record acknowledgment
Track the accounting
Trustee compensation
Send for signature
Build the audit trail
Guide the Trustee
Spin up the matter
Activate on death
Capture the work
Co-trustee approval
Close the matter

See how it works — about 60 seconds, no sign-up.

trusteeclear.com/your-trust

You were named Trustee of a Florida Trust. We'll guide you through it.

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The deadlines nobody told you about

When a Florida trust becomes irrevocable — usually when the person who made it dies — the successor trustee has statutory duties with real clocks attached.

§ 736.0813 · 60 days

Tell the beneficiaries you've accepted

Within 60 days of accepting the trusteeship, qualified beneficiaries must be notified of the acceptance and given the trustee's name and address.

§ 736.05055 · On the settlor's death

File the Notice of Trust

When the person who made the trust dies, a Notice of Trust is filed with the clerk of court in the county where they lived — so creditors and the probate court know the trust exists.

§ 736.08135 · Ongoing

Account to the beneficiaries

Qualified beneficiaries are entitled to a trust accounting — a specific, statutorily defined report — annually, on termination of the trust, and on a change of trustee.

Trust made online? The duties are exactly the same.

Trusts created through online services or from templates carry the same Florida Trust Code obligations as attorney-drafted ones — there's just no law office calling to tell you. If the drafting attorney has retired, moved on, or was never involved, the responsibility still sits with the trustee.

These duties belong to the trustee personally. Missing them can expose the trustee to challenges from beneficiaries and complicate the administration — the point of a clear process is that nothing is missed.

How TrusteeClear guides you

1

Upload the trust

AI reads the document and identifies your role, the beneficiaries, and what the trust actually says — organized, never guessed.

2

See every duty and date

Your Florida duties are mapped to a clear timeline — notices, filings, accountings — with reminders before anything comes due.

3

Take each step, guided

Clear guidance for every step, a documented record as you go, and independent Florida attorney review available whenever a legal judgment is needed.

Founding member — first 100 Trusts

$199 · lifetime membership for your trust

One payment. The role check is free; the founding membership covers your trust's guided administration — duties, deadlines, documents, and record — for the life of the matter.

Start the free role checkTrustee pricing

TrusteeClear is software, not a law firm, and does not give legal advice. Independent Florida attorney review, when you choose it, is a separate engagement with the attorney.

For estate-planning firms

Are you a Florida estate-planning firm?

License TrusteeClear as your firm's branded trustee layer — AI analysis under attorney control, supervised administration, and the client experience your competitors don't have.

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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 clear step-by-step 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.

TrusteeClear

The Florida successor-trustee layer for Estate-Planning firms — and the Trustees they serve.

For firms

  • Overview
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For Trustees

  • Overview
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  • After a death
  • Duties packet

Resources

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  • Trustee duties
  • Notice of Trust
  • Trust accounting

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    • 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.

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