TrusteeClear for Firms
The Trustee portal your estate plans should have come with.
Your clients sign Trusts. Years later, the people they named as Trustee are unsure of their duties and unsure how to act. TrusteeClear turns that into structured intake, red-flag detection, and an attorney-reviewed duties packet — branded for your firm and reviewed by your attorneys.
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Your firm's workflow — about 80 seconds
Your clients signed their Trusts. The Trustees they named still call you — for free.
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What your client gets — the part that sets you apart
The calm, guided Trustee experience your client lives in — branded as your firm. No back-office competitor offers it.
You were named Trustee of a Florida Trust. We'll guide you through it.
Real screens, not mock-ups
Captured from the product sandbox — the same software your clients and your team use, with sample data.
Future Files
Set up the trustee's file the day you sign the plan
Create a dormant successor-trustee file at planning — beneficiaries carried over, everything waiting. When the time comes, activate it in one click and administration starts the same day. Activation simply uses a file credit; nothing new to buy.
For firms that draft Trusts
Did a client just hire you to draft their Trust?
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.
Branded Trustee intake
Invite successor Trustees with a firm-branded link. They complete a guided role check and upload the Trust securely.
Attorney-controlled output
AI organizes; your attorneys review and approve. No packet reaches a Trustee until your firm signs off.
Conversion-ready
Red-flag scoring and structured intake turn chaotic post-death calls into billable trust-administration matters.
Pricing
Built around how your firm works — never per-seat, never a share of your legal fee.
Per matter
$149–$299
per Trustee matter you open
Platform subscription
From $250/mo
tiered by file volume, not users
Onboarding
$350
one-time firm setup
Unlimited users on every tier.
Your first Trust file is free
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If TrusteeClear isn't for you, the file is still yours to finish.
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.