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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

Pricing for Trustees

Plain-language help for Trustees who don't have a lawyer handling the Trust. Start free; TrusteeClear never files or sends anything on your behalf, and independent attorney review is always available as a separate engagement.

I'm a Trustee — start free →We're a law firm or attorney — firm pricing & sign-up →

Is this for me?

These plans are for people who were named Trustee of a Florida Trust and don't have a lawyer handling it — for example, the Trust was set up online (LegalZoom, Trust & Will, or a similar site), the attorney who drafted it is no longer involved, or there simply never was one. You've been handed the role and you're not sure what to do next. We explain it in plain language and prepare your packet; if you want independent attorney review, the reviewing firm engages with you directly.

Already working with a law firm? Your firm may already provide TrusteeClear to you directly — ask them first. Firms can see firm pricing here.

New here? Watch the 60-second tour of how it works.

Trustee plans

$0

Free role check

Answer a few questions and see what your Florida Trustee role may require. Nothing is filed or sent.

Start free

$149

AI-organized Trust summary

AI organizes your Trust and key facts into a clear summary you can act from.

Start free — the summary is purchased inside your workspace once your documents are organized.

Get started
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

$495$199

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

Trust membership + duties packet

Platform access for the life of this Trust's administration, plus your duties packet — role, duties, deadlines, and first steps prepared by TrusteeClear from your signed Trust. Independent attorney review is always available: engaged, quoted, and billed directly with the attorney.

Includes the AI Organization Summary.

One membership covers ONE Trust: uploading your Trust document permanently locks the membership to that Trust.

 

Explore the duties packet

Beta pricing; the price buys packet preparation — TrusteeClear's own software work. Independent attorney review is a separate engagement, quoted and billed directly by the reviewing firm, never through us. We provide general information about Florida Trustee duties, not legal advice, and using these tools does not create an attorney-client relationship. Filing is handled by your attorney — TrusteeClear does not e-file.

What each option includes

Free$149 summaryMembership + packet
Free Florida role check
Upload + AI organization of your Trust
Printable Organization Summary (not attorney-reviewed)—
Duties packet — role, duties, deadlines, first steps——

How independent attorney review works

1

You ask

Request review from your workspace whenever a legal step needs it.

2

The attorney engages you directly

Scope and fee are quoted and billed by the reviewing attorney — never through TrusteeClear.

3

Your workspace stays yours

Everything you organized travels with the review; your membership doesn't change.

Pricing questions

Is this legal advice?

No. TrusteeClear is software: it organizes, explains in plain language, and prepares your packet. Legal advice comes only from a licensed attorney you engage directly.

How long does membership last?

For the life of this Trust's administration. One membership covers one Trust — uploading your Trust document permanently locks it to that Trust.

How does the founding special work?

The first 100 Trusts get the $199 founding price (list $495). The cap is enforced at checkout — we never silently charge the list price.

What if a law firm gave me TrusteeClear?

Then your firm provides it — ask them first. These plans are for Trustees without a lawyer handling the Trust.

Are you a Florida Estate-Planning firm? License the client-facing Trustee layer for your clients.

Firm pricing →
  • 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.

    Platform membership for the life of this Trust——
    Independent attorney review — separate engagement, billed directly

    During the founding special, the $149 summary credits toward membership.

    Can I start free?

    Yes — the role check and organizing your documents are free. Nothing is filed or sent, ever.