Acerca de TrusteeClear

What TrusteeClear is

TrusteeClear is software for the successor trustee in Florida, Texas, California, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, and Virginia — the person a trust names to take over when the settlor dies or can no longer act. The product organizes that person's role: the statutory duties and the clocks that come with them, the documents to gather, the assets and how each is titled, the notices to send and the accounting to keep, and the record that shows all of it was done. The same platform is licensed to estate-planning firms in Florida, Texas, California, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, and Virginia as a branded client portal, so a firm's clients arrive at their attorney's own door with the work already organized.

Everything on the public site is built on the same subject. The guides explain each state's trust code and probate law section by section — the Florida Trust Code on the Florida pages, the Texas Trust Code on the Texas pages, the California Trust Law on the California pages, the New York Estates, Powers and Trusts Law on the New York pages, the Colorado Uniform Trust Code on the Colorado pages, the Pennsylvania Uniform Trust Act on the Pennsylvania pages, the Michigan Trust Code on the Michigan pages, the Illinois Trust Code on the Illinois pages, the Arizona Trust Code on the Arizona pages, the Utah Uniform Trust Code on the Utah pages, the Georgia Trust Code on the Georgia pages, the Ohio Trust Code on the Ohio pages, the Massachusetts Uniform Trust Code on the Massachusetts pages, the Uniform Trust Code on the New Jersey pages, and the Uniform Trust Code on the Virginia pages; the deadline table collects the clocks; the glossary defines the words in the statutes' sense; the Learning Center answers the questions people ask after a death. All of it is free, indexable, and written to be read by a person under stress on a phone.

What TrusteeClear is not

TrusteeClear is not a law firm and does not practice law. It does not give legal advice, does not review a trust for what is missing, does not tell a trustee what to decide, and does not arrange review by an attorney for the people who use it directly. The public guides are education: what the statute provides, cited to the statute, with the decisions left to the trustee and, where a question stops being general, to a licensed attorney in the trustee's state, of the trustee's own choosing. Where a law firm provides TrusteeClear to its own clients, that firm's attorneys work under their own engagement.

TrusteeClear also drafts nothing. Wills, trusts, powers of attorney and health care directives are prepared at EstateDraftFL, a sister platform; other attorney drafting lives at DraftCounsel. TrusteeClear picks up where signing ends.

One state at a time, each on its own code

Trust and probate law is state law, and TrusteeClear implements it one state at a time: the Florida pages implement the Florida Trust Code, chapter 736, and the Florida Probate Code; the Texas pages implement the Texas Trust Code (Property Code, Title 9, Subtitle B) and the Estates Code; the California pages implement the California Trust Law (Probate Code, Division 9) and the rest of the Probate Code; the New York pages implement the Estates, Powers and Trusts Law and the Surrogate's Court Procedure Act; the Colorado pages implement the Colorado Uniform Trust Code (C.R.S. Title 15, Article 5) and the Colorado Probate Code; the Pennsylvania pages implement the Pennsylvania Uniform Trust Act (20 Pa.C.S. Chapter 77) and the rest of Title 20 (Decedents, Estates and Fiduciaries); the Michigan pages implement the Michigan Trust Code (MCL 700.7101 et seq.) and the rest of the Estates and Protected Individuals Code; the Illinois pages implement the Illinois Trust Code (760 ILCS 3/101 et seq.) and the Probate Act of 1975 (755 ILCS 5); the Arizona pages implement the Arizona Trust Code (A.R.S. § 14-10101 et seq.) and the rest of Title 14 of the Arizona Revised Statutes; the Utah pages implement the Utah Uniform Trust Code (Utah Code Title 75B, Chapter 2) and the Utah Uniform Probate Code (Title 75); the Georgia pages implement the Georgia Trust Code (O.C.G.A. Title 53, Chapter 12) and the rest of Title 53 of the Official Code of Georgia Annotated; the Ohio pages implement the Ohio Trust Code (R.C. Chapters 5801 to 5811) and Title 21 of the Ohio Revised Code — the probate code; the Massachusetts pages implement the Massachusetts Uniform Trust Code (G.L. c. 203E) and the Massachusetts Uniform Probate Code (G.L. c. 190B); the New Jersey pages implement New Jersey's Uniform Trust Code (N.J.S.A. 3B:31-1 et seq.) and Title 3B of the New Jersey Statutes — the administration of estates; the Virginia pages implement Virginia's Uniform Trust Code (Va. Code § 64.2-700 et seq.) and Title 64.2 of the Code of Virginia — wills, trusts and fiduciaries. A page for one state cites only that state's sections, links the statute text from that state's official legislature site so a reader can check the words, and never shows a reader one state's law under another's name. Guides are reviewed against the current statutes and carry the date of that review; when a legislative session changes a section, the guide that explains it is updated and re-dated. A state the product does not yet serve has no page.

Seven languages, and a product that works for the people it was built for

Trustees in Florida, Texas, California, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, and Virginia read English, Spanish, French, Haitian Creole, Russian, Hebrew and Ukrainian, and the site serves each language at its own address with the chrome, titles and summaries translated. The long-form guides are English, and say so on every translated page; the statute summaries and the English remain the source of record. The product is built to WCAG 2.2 Level AA as a program, with an accessibility statement that says only what the evidence shows and a published conformance report, because trustees are often older, on phones and under stress, and a page that does not work for them is not a page.

How the product is held to its word

TrusteeClear publishes FiduciaryBench, a reproducible benchmark that every build must pass: a fabricated citation must be flagged, a request to take an operative legal step must be handed off, and an injected instruction must fail. The consumer-facing product reaches no generative model at all; the organization it does — extracting what a signed trust says into a record the trustee confirms — is structured, and the trustee decides what to do with it. The claims the site makes are checked by the same pipeline that builds it, so a sentence that promises more than the product does cannot ship.

Who builds it, and how to reach them

TrusteeClear is built in Florida by a small team that also builds EstateDraftFL and DraftCounsel. The editorial method behind the guides — how a section is read, how a plain-language sentence is written, how a review date is set and a correction is made — is published on the editorial policy page. Corrections, questions about a guide, and reports of anything on the site that is hard to use are welcome through the site's contact and accessibility pages; a reported error in a statute summary is compared with the official text and fixed, with the guide's review date reset.