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TrusteeClear
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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

AI-guided Trustee intake, controlled by your attorneys

TrusteeClear gives your firm's Trustee clients a guided, AI-assisted intake experience — structured, organized, and reviewed by your attorneys before anything goes out.

Structured AI intake

Your Trustee clients are guided through a clear role check and document upload — AI organizes the facts so your team starts from a complete picture, not a voicemail.

Attorney-controlled output

AI organizes and drafts; your attorneys review and approve. No packet, notice, or legal document reaches a client without your firm's sign-off (consistent with Fla. Bar Op. 24-1).

Fewer unbillable calls

The questions that used to be free phone calls become a guided experience — and the matters that should be billable Trust administration get captured as such.

Firm-branded

Your logo, your colors, your support line. Clients experience it as your firm's Trustee portal, powered quietly by TrusteeClear.

Want the full overview, pricing model, and security posture? TrusteeClear for firms, pricing, security.
TrusteeClear

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

For firms

  • Overview
  • AI Trustee intake
  • Firm pricing
  • Security
  • Partners

For Trustees

  • Overview
  • Free role check
  • Trustee pricing
  • After a death
  • Duties packet

Resources

  • Trustee resources
  • Trustee duties
  • Notice of Trust
  • Trust accounting

Company

  • Terms
  • Privacy
  • Data processing (DPA)
  • Security & Trust
  • Accessibility
  • Accessibility settings

    • 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.