Chapter 1 of 7
Sign the plan
The firm signs one plan: $250 a month, for unlimited attorneys and staff, and $149 for each client Trust, for the life of its administration. The first Trust is free, and self-serve setup is included.
Sample. A real TrusteeClear screen, the firm's plan and billing page, for the Alvarez Family Revocable Trust, a fictional Trust. Chapter 2 of 7
Open the trustee's file
An attorney or paralegal opens the client's Trust as a matter, records the dates the Florida Trust Code counts from, and invites the trustee into the firm's portal. The matter keeps its documents, dates, money and notices in one place.
Sample. A real TrusteeClear screen, the matter's command center, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trustee duties
Chapter 3 of 7
The trustee's steps
The trustee sees each step with its date, where that date comes from and the statute it cites. They add proof or a note, and the firm sees the step move.
Sample. A real TrusteeClear screen, the trustee's steps in the firm's portal, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trustee deadlines
Chapter 4 of 7
Notices
The firm prepares the notices the Florida Trust Code asks for, records each delivery with its evidence, and sees who has been reached.
Sample. A real TrusteeClear screen, the matter's beneficiaries and notices, for the Alvarez Family Revocable Trust, a fictional Trust. Deadlines and notices reference
Guide: Notice of Trust (Florida)
Chapter 5 of 7
Accounting
Receipts and disbursements go into the Trust's ledger, principal and income apart, with the assets they belong to. The accounting is prepared from that record.
Sample. A real TrusteeClear screen, the matter's money and assets, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trust accounting
Chapter 6 of 7
Closeout
The record holds every document, decision and delivery. At closeout the firm exports it as a package it keeps, with the digests that let the package be checked later.
Sample. A real TrusteeClear screen, the matter's record, for the Alvarez Family Revocable Trust, a fictional Trust. Documents and evidence reference
Guide: Ending a trust in Florida
Chapter 7 of 7
A record anyone can check
An artifact the firm's attorney approves carries a receipt. A bank or a beneficiary holding it can check it at the verification page, without an account. The page says what that shows and what it never exposes.
Sample. A real TrusteeClear screen, the public verification page, for the Alvarez Family Revocable Trust, a fictional Trust.
How it works, chapter by chapter
One fictional Trust, the Alvarez Family Revocable Trust, from the firm's plan to a record anyone can check. Each chapter is a real screen and links to its reference page.