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EstateDraftFL

The Florida Trustee duties packet

Software organizes your Trust and the facts of your situation into a clear duties packet, prepared the moment your payment settles and delivered to your portal. It is not reviewed by an attorney and is not legal advice.

Last updated June 27, 2026

$495

One-time · prepared and delivered after payment · not reviewed by an attorney

Start with the free role check

What's inside

  • ✓ Your role and how the Trust defines it
  • ✓ The duties that apply to your situation
  • ✓ Key deadlines and required notices
  • ✓ A documents-and-assets starting checklist
  • ✓ Red-flag issues to raise with an attorney
  • ✓ Clear, plain-language first steps

How it works

  1. 1. Free role check. Answer a few questions about the Trust and your situation.
  2. 2. Upload & organize. Add the Trust; AI organizes the key facts (you confirm them).
  3. 3. Pay once. Secure checkout with Square; the packet is prepared automatically when the payment settles.
  4. 4. Delivered to you. You get the packet in your portal — and can save it as a PDF.

Ready to see what your role requires?

Start the free role check

General information, not legal advice. The packet is prepared by software and is not reviewed by an attorney; filing is handled by you or your attorney, not TrusteeClear.