For Florida firms
Built only for Florida. That’s the feature.
There are big national estate suites — even ones based in Canada — built for breadth: many states, many modules, the firm’s side of the desk. TrusteeClear is the only platform built entirely on the Florida Trust Code: 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 — guided 60-day journey, action gates, proof record, Duty Coach, in seven languages | Often an afterthought or still “coming soon” |
| Unrepresented-trustee lane | A full D2C portal with AI insights, decisions, and an attorney-handoff funnel | Not offered — professional users only |
| Florida depth | Built ONLY on the Florida Trust Code — §736.0813 dual notice clocks, §732.4015 homestead gates, §736.1007 fee engine, legislative-change radar | Multi-state breadth; Florida is one jurisdiction among many |
| AI posture | AI organizes and drafts; a Florida attorney approves every finding before it reaches a client (Fla. Bar Op. 24-1) | AI for back-office data entry |
| Statement import | Upload any statement PDF or phone photo — proposed ledger entries you confirm | Statement import for accounting |
| Excel + AI | Clean, formula-ready transaction exports that pair with Claude for Excel — ask questions with cell-level citations, audit the numbers, build the model | Static report downloads |
| Beneficiary experience | A live, firm-released status page that answers “where things stand” before they call | — |
| Pricing model | $299 all-in per Trust file (accounting, portal, AI, letters included) + file-volume tiers, unlimited users — and your FIRST Trust file is free | Per-module subscriptions plus an add-on menu (bundles, custom letters, per-notice fees) |
| Switching cost | CSV import for assets and transactions + AI statement import — an afternoon, not a project | — |
“Typical back-office suite” reflects how multi-state estate platforms generally present themselves publicly. We don’t do probate back-office suites or thousand-form libraries — we do the Trustee and the client, in Florida, deeper than anyone.
Your exports are AI-ready, not dead files
Every transaction export leaves TrusteeClear as a clean, formula-ready workbook. Open it with Claude for Excel and your team can ask questions with cell-level citations, trace and debug any number, run variance checks against budget, and build the distribution model — with every change highlighted for review. The same goes for Claude in Word and Outlook on the letters and emails your firm drafts around a matter. Built attorney-first, like everything here: AI assists, your team reviews.
Switch in an afternoon
Export your assets and transactions to CSV and import them per matter; upload bank statements and let the AI propose the ledger entries — you confirm every line. Your team is unlimited (we never charge per seat), your clients get a portal on day one — and your first Trust file is free after a 30-minute working session.
TrusteeClear is software for Florida law firms and Trustees — not a law firm, and not legal advice. AI organizes and drafts; a Florida attorney approves before anything reaches a client.