For Florida law firms
Trustee duties packet and the trustee portal (TrusteeClear module)
both lanes · Deterministic — no model call
Current availability
ShippedConfigured and enabled: always on; the solo lane records, the firm lane routes to the firm.
- Where it lives
- /matter/[id]
- What unlocks it
- the duties-packet purchase (solo) or a firm matter activation
Status is evaluated against this deployment's configuration by the capability-status service at build time; the catalogue's facts were last reviewed on the date shown.
Capabilities
- ShippedThe successor-trustee duties packet, the statutory deadline lattice, the beneficiary request door, the action gates and the append-only record of every decision.
- ShippedSolo trustees record their own decisions; firm matters route requests to the firm.
Limits
- Educational and organizational; the packet is not legal advice and the platform is not the trustee's counsel.
- In the solo lane there is no reviewer — a recorded decision is the trustee's own.
What EstateDraftFL refuses
| Reason code | HTTP | What it means |
|---|---|---|
| p0_hard | — | A hard blocker (a missing statutory prerequisite) stops the action until the fact is recorded. |
| p0_soft | — | A soft blocker is stated on the gate; the person may proceed after acknowledging it. |
| awaiting_firm | — | In the firm lane the action request waits for the firm; the solo lane records the decision without a reviewer. |
| awaiting_second_attorney | — | At or above the firm's release threshold, a money-out request waits for a second, different attorney of the firm after the first clears it. |
Evidence
- src/lib/action-gates.test.ts
- src/lib/audit-2026-09-17-fixes.test.ts
- e2e/beneficiary.spec.ts
- src/lib/action-gates.ts
Last reviewed 2026-09-30