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EstateDraftFL

For Trustees without a lawyer

What a Florida Trustee really has to do — in plain language.

Named Trustee of a Trust set up online, and not sure what to do? Start with the free role check — no sign-up needed.

How it works

1

Take the free role check

Five minutes, no sign-up — what a Florida successor trustee actually signed up for.

2

Read what the Trust Code requires

The Learning Center states the Florida Trust Code duties — notices, accountings, homestead, deadlines — in plain language, on the statutes.

3

Assemble your duties packet

Built from your own answers into reviewed templates. Nothing is chosen for you and nothing is reviewed for you.

4

Take it to a Florida attorney

It's information, not advice — bring your questions to your own licensed Florida attorney.

TrusteeClear provides general information about Florida Trustee duties, not legal advice, and using it does not create an attorney-client relationship. The AI trust read that organizes and surfaces observations runs only inside law-firm workspaces, for the firm’s attorney; take your questions to a Florida attorney before anything is relied on.