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For Trustees without a lawyer

See what your Florida Trust really says — clearly, in your own language.

Named Trustee of a Trust set up online, and not sure what to do? Watch the 60-second tour — no sign-up needed.

trusteeclear.com/your-trust
For Florida Trustees

You were named Trustee. Now what?

Whether your firm set you up or you found us on your own — here's how TrusteeClear guides you.

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

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How it works

1

Upload your Trust

PDF or Word (.docx). Set up on LegalZoom, Trust & Will, or anywhere.

2

AI reads it

Checked against the Florida Trust Code — homestead, notices, powers, deadlines.

3

Clear, simple observations

What to be aware of, with the exact language and the statute it relates to.

4

Independent attorney review

It's information, not advice. If you want review, an independent Florida attorney engages with you directly — their own fee, billed to you, never through us.

TrusteeClear provides general information about Florida Trustee duties, not legal advice, and using it does not create an attorney-client relationship. The AI surfaces informational observations for you to review with a Florida attorney — they are not legal advice and are not attorney-reviewed. The paid duties packet is prepared by TrusteeClear; independent attorney review is a separate engagement with the reviewing firm, quoted and billed directly by that firm.

TrusteeClear

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

For firms

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For Trustees

  • Overview
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  • After a death
  • Duties packet

Resources

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

Company

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  • 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.