For Florida Trustees
You were named Trustee. We'll help you take the next step.
Signing the Trust was step one. Now there are mandatory Florida duties, notices, and deadlines — and TrusteeClear guides you through each one, and you can take any step to your own attorney when it matters. You don't have to figure this out alone.
Florida-specific · Your own attorney, any time · Multilingual
See it in action
A quick look at the TrusteeClear module as a law firm runs it for a client trustee — about 90 seconds.
You were named Trustee. Now what?
Whether your firm set you up or you found us on your own — here's how TrusteeClear guides you.
You were named Trustee of a Florida Trust. We'll guide you through it.
What you get
One next step at a time
No legal jargon, no guessing. See the next steps and what's coming — explained in plain language.
Florida deadline reminders
Email and text reminders at 7 days, 3 days, and 24 hours so nothing slips.
“Before you act” protection
Thinking about distributing, paying yourself, or selling? It routes to an attorney first — so you don't go it alone.
Learn as you go
Short, plain-language lessons explain each duty at the moment it matters.
Upload proof — or just submit a note
Don't have the perfect document? Submit what you know; you never get stuck.
Calm beneficiary communication
Firm-approved wording for the hard questions, so you respond calmly and route legal ones to an attorney.
A protection record
A timestamped record of what you did and what was reviewed — and a closeout binder at the end.
In your language
English, Spanish, Haitian Creole, Russian, and Hebrew (right-to-left).
Keep in mind: The packet organizes duties and deadlines; every action is your recorded decision, and the firm lane routes it to your firm. Capabilities, limits and refusals →
Inspect the example
The trustee's administration
How: The trustee's duty tracker
How: Proposed and calendared dates kept in separate lanes
How: Three-way reconciliation
The platform organizes the trustee's duties and keeps the record. It gives no legal advice — the firm's attorneys do.
From the Rivera family's estate plan — a fictional matter at Meadow & Grove, P.A., a demonstration firm. Sample data only.
Your firm gave you TrusteeClear
Backed by your law firm
If a Florida Estate-Planning firm set you up, your portal is branded as their firm. Your attorneys review the legal steps; TrusteeClear keeps everything organized between you and them.
No lawyer handling it?
For DIY & online Trusts
If the Trust was set up online (LegalZoom, Trust & Will) or the drafting attorney is no longer involved, start free — we'll explain your role in plain language, and a Florida attorney can review before anything goes out.
See Trustee pricing →Take the first step — it's free.
A few short questions tell you what your Florida Trustee role requires. Nothing is filed or sent without your say-so.