For Florida law firms
TrusteeClear™: the firm's trust administrations, each with its duties, ledger, statements and beneficiaries
firm lane · Deterministic — no model call
Current availability
ShippedConfigured and enabled: firm staff.
- Where it lives
- the sidebar's TrusteeClear™ (/admin/trusteeclear)
- What unlocks it
- firm staff; each matter is listed to the people its wall admits
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
- ShippedEvery open trust matter of the firm — each that is neither an estate plan nor a probate administration — newest first, with its product (the role check, the organized summary, the duties packet, the guided call, full representation) and its number.
- ShippedEach with its modules read from the record: the trustee's duties (the steps done of the steps set), the ledger's latest reconciliation (matched or not, and its period), the statements executed, and the beneficiaries on the matter — each opening its matter.
- ShippedThe counts across them, and what each module is — the duties, the ledger, the statements frozen when executed, and the beneficiaries' portal.
- ShippedA module that could not be read says so — never shown as zero.
Limits
- The page lists the 100 most recently updated trust matters and says so when there are more; archived matters stay on Clients & matters.
- Each module's work is done on its matter; the page reads, it never changes a record.
What EstateDraftFL refuses
This surface refuses nothing on its own; the doors around it carry the walls.
Evidence
- src/app/admin/trusteeclear/page.tsx
- src/components/trusteeclear/TrusteeClearView.tsx
- src/lib/trusteeclear/server.ts
- docs/ui-upgrade/PHASE-U8-2026-10-05.md
Last reviewed 2026-10-05