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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

The Florida Trustee duties packet — prepared for independent attorney review

AI organizes your Trust and the facts of your situation into a clear duties packet — TrusteeClear's own preparation work. Independent attorney review is a separate engagement: the reviewing firm contacts you directly, quotes its own fee, and bills you directly. Nothing is finalized until you approve.

$495$199

Founding-member price for the first 100 Trusts — list price $495.

Beta pricing · packet preparation; any attorney review is quoted and billed separately by the reviewing firm

Includes the AI Organization Summary.

Start with the free role check

What's inside

  • Your role and how the Trust defines it
  • The duties that apply to your situation
  • Key deadlines and required notices
  • A documents-and-assets starting checklist
  • Red-flag issues to raise with an attorney
  • Clear, simple first steps

How it works

  1. 1. Free role check. Answer a few questions about the Trust and your situation.
  2. 2. Upload & organize. Add the Trust; AI organizes the key facts (you confirm them).
  3. 3. Independent review, if you want it. Request independent attorney review and the reviewing firm engages with you directly — its own conflict check, its own fee, billed directly to you.
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
  • 4. Delivered to you. You get the packet in your portal — and can save it as a PDF.

    • Ready to see what your role requires?

    Start the free role check

    General information, not legal advice. The price buys packet preparation by TrusteeClear; independent attorney review is a separate engagement with the reviewing firm. Filing is handled by your attorney, not TrusteeClear.

  • 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.