Last updated June 27, 2026 · Reviewed by Neil Alan Milestone, The Florida Bar No. 309966
Structured AI intake
Your Trustee clients are guided through a clear role check and document upload — AI organizes the facts so your team starts from a complete picture, not a voicemail.
Attorney-controlled output
AI organizes and drafts; your attorneys review and approve. No packet, notice, or legal document reaches a client without your firm's sign-off (consistent with Fla. Bar Op. 24-1).
Fewer unbillable calls
The questions that used to be free phone calls become a guided experience — and the matters that should be billable Trust administration get captured as such.
Firm-branded
Your logo, your colors, your support line. Clients experience it as your firm's Trustee portal, powered quietly by TrusteeClear.
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