For California firms
Built only for California. That’s the feature.
There are national estate suites built for breadth: many states, many modules, the firm’s side of the desk. TrusteeClear is built only on the California Trust Law: one state’s law, statute by statute, and both sides of the relationship — the firm and the Trustee your firm serves.
| TrusteeClear | Typical back-office suite | |
|---|---|---|
| Client (trustee) portal | The product itself — a guided journey on the dates California sets, action gates, proof record, Duty Coach, in seven languages | Varies by product |
| Unrepresented-trustee lane | A self-serve lane for trustees without a firm: education, organization, accounting, statutory requirements and reminders. The trustee decides, and can bring in a California attorney of their choosing. | Professional users |
| California depth | Built on the California Trust Law — the Prob. Code §16061.7(a)(1) notification clock, the 150-day change in ownership statement, legislative-change radar | Multi-state breadth; California is one jurisdiction among many |
| AI posture | AI organizes; a California attorney approves every finding before it reaches a client | Varies by product |
| Statement import | Upload a bank or brokerage statement as a PDF or a photo; it is read into proposed ledger lines, and nothing is recorded until a person confirms them | Statement import for accounting |
| Spreadsheet exports | Ledger exports as spreadsheet-safe CSV files, one row per entry, that open in Excel or any spreadsheet tool | Varies by product |
| Beneficiary experience | A status page the firm releases, showing beneficiaries where things stand | — |
| Pricing model | $250 a month for the firm + $149 per client Trust for the life of its administration (accounting, portal and notices included), unlimited users — and your first client Trust is free | Varies by product |
| Bringing matters in | CSV import for assets and transactions, and statement import with lines you confirm | — |
“Typical back-office suite” reflects how multi-state estate platforms generally present themselves publicly; where products differ, the column says so. TrusteeClear does not build probate back-office suites or form libraries: it serves the Trustee and the firm’s client, in California.
Exports your team can work with
Every ledger export is a spreadsheet-safe CSV file, one row per entry, that opens in Excel or any spreadsheet tool your firm already uses. Built attorney-first, like everything here: AI assists, your team reviews.
Bringing your matters in
Export your assets and transactions to CSV and import them per matter; upload bank or brokerage statements and review the proposed ledger lines, recording only the ones you confirm. Your team is unlimited (no per-seat charge), each client gets the portal when you invite them, and your first client Trust is free after a 30-minute working session.
TrusteeClear is software for California law firms and Trustees — not a law firm, and not legal advice. AI organizes; a California attorney approves before anything reaches a client.