EstateDraftFL for Firms
Run your Florida estate-planning practice on one white-label platform.
Draft Florida estate plans on big-law-depth masters, pressure-test every document with the Opposing Counsel Pass™, run probate end to end, and control it all from the attorney workstation — branded for your firm, finalized only by your attorneys.
Client experience
A calmer intake before the attorney work begins
Clients arrive with family pressure, half-finished documents, and uncertainty about what matters. EstateDraftFL turns that into structured facts, draft work product, review findings, and a clear attorney-controlled finalization path.
See it in action · 1 of 2
Your firm's workflow — about 80 seconds
TrusteeClear· Attorney workspace
For Florida Estate-Planning firms
Signing the Trust was step one.
The Trustees your clients named still have Florida duties — and they call your firm for free. TrusteeClear turns that into supervised, billable work.
Your clients signed their Trusts. The Trustees they named still call you — for free.
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What your firm runs on
Big-law drafting masters
Wills, trusts, POAs, directives — masters upgraded clause-by-clause against real filed instruments, with per-clause provenance your attorneys can inspect.
Official court forms, completed
96 pinned circuit probate forms across 10 circuits — the court's own PDFs, SHA-256-verified and completed from one questionnaire.
Opposing Counsel Pass™
Every document is pressure-tested against the arguments a hostile attorney would raise — weaknesses surface before anything leaves your firm.
The attorney workstation
AI organizes and drafts; your attorneys adjudicate finding by finding on an append-only record. Nothing reaches a client until your firm signs off.
Future Files
Every plan you sign today seeds the file your firm opens tomorrow
Create a dormant successor-trustee file at planning — beneficiaries carried over, everything waiting. When the time comes, activate it in one click and administration starts the same day. No new purchase — the file already counts toward your plan's yearly allowance.
For firms that draft Trusts
Did a client just hire you to draft their Trust?
When the Trust is signed, your engagement may be over — but their Trustee's Florida duties are just beginning. Hand them TrusteeClear: a separate, unaffiliated platform. Using it doesn't create or extend an attorney-client relationship — yet it makes sure your client has the support, knowledge, and reminders to complete every mandatory step on time, so the Trust you drafted actually stays enforceable.
✓ Email + text deadline reminders (7 days, 3 days, 24 hours)
✓ Plain-English Duty Coach lessons, shown at the right moment
✓ “Before you act” checks — no distribution, self-payment, or sale without review
✓ AI-assisted analysis of the Trust (the Claude legal suite)
✓ Florida-specific resources, notices, and statutory timelines
✓ A defensible proof trail + a closeout binder at the end
✓ Florida attorney review available when a legal step needs it
TrusteeClear is an independent platform. It provides general information and administrative support, not legal advice, and does not create an attorney-client relationship between your firm and the Trustee through TrusteeClear. Your firm chooses whether to refer clients or to license and supervise the experience.
Pricing
Built around how your firm works — never per-seat, never a share of your legal fee.
Per matter
$149–$299
per estate-plan, probate, or Trustee matter you open
Platform subscription
From $250/mo
tiered by file volume, not users
Onboarding
$350
one-time firm setup
Unlimited users on every tier.
What a month actually costs
A firm opening five matters in a month: the platform subscription plus five per-matter fees — $995 to $1,745, all-in. Never per-seat, never a share of your legal fee; the full pricing page carries the current schedule.
Worked example from the same schedule shown above — your volume sets your number.
Built in — the TrusteeClear™ module
When a plan you drafted activates, the trustee is guided too
The successor-trustee module is part of every firm workspace: the clients your plans name as Trustee get the calm, branded, step-by-step administration experience — deadlines, notices, accountings — under your firm's name.
See the Trustee experience →Your first matter is free
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If the platform isn't for you, the file is still yours to finish.
Works with the AI tools your firm already uses
TrusteeClear's exports aren't dead files. Transactions leave as formula-ready workbooks, letters and packets as clean documents — built to pair with the Claude add-ins for Microsoft 365. AI assists; your team reviews.
- Excel — ask the workbook questions with cell-level citations, trace any number, build the distribution model.
- Word — refine engagement letters and memos with tracked changes your attorneys accept line by line.
- Outlook — triage matter email, summarize threads with citations, and draft replies that land unsent for review.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-language guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.