TrusteeClear for Firms
Your clients sign Trusts. Years later, the people they named as Trustee are unsure of their duties and unsure how to act. TrusteeClear turns that into structured intake, red-flag detection, and an attorney-reviewed duties packet — branded for your firm and reviewed by your attorneys.
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The Trustees your clients named still have Florida duties — and they call your firm for free. TrusteeClear turns that into supervised, billable work.
Your clients signed their Trusts. The Trustees they named still call you — for free.
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The calm, guided Trustee experience your client lives in — branded as your firm. No back-office competitor offers it.
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.
For firms that draft Trusts
When the Trust is signed, your engagement may be over — but their Trustee's Florida duties are just beginning. Hand them TrusteeClear: a separate, unaffiliated platform. Using it doesn't create or extend an attorney-client relationship — yet it makes sure your client has the support, knowledge, and reminders to complete every mandatory step on time, so the Trust you drafted actually stays enforceable.
TrusteeClear is an independent platform. It provides general information and administrative support, not legal advice, and does not create an attorney-client relationship between your firm and the Trustee through TrusteeClear. Your firm chooses whether to refer clients or to license and supervise the experience.
Invite successor Trustees with a firm-branded link. They complete a guided role check and upload the Trust securely.
AI organizes; your attorneys review and approve. No packet reaches a Trustee until your firm signs off.
Red-flag scoring and structured intake turn chaotic post-death calls into billable trust-administration matters.
Built around how your firm works — never per-seat, never a share of your legal fee.
Per matter
$149–$299
per Trustee matter you open
Platform subscription
From $250/mo
tiered by file volume, not users
Onboarding
$350
one-time firm setup
Unlimited users on every tier.
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If TrusteeClear isn't for you, the file is still yours to finish.
TrusteeClear's exports aren't dead files. Transactions leave as formula-ready workbooks, letters and packets as clean documents — built to pair with the Claude add-ins for Microsoft 365. AI assists; your team reviews.
We'll walk your firm through the Trustee portal, the attorney dashboard, and the document Vault — and answer questions about onboarding your clients.
Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-English guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.