Deadlines, notices and court forms

The role check

Available: website and law firms

What it does: Asks a few questions and shows what a Florida role involves, with the statutes behind each point, before anyone pays.
What it refuses: No review of your trust and no advice about what it lacks. The desk can show a difference between two of your own records and the statute it relates to. It never says whether a trust is valid or complete, and never tells you what to fix. (Consumer-lane rule I3)
Legal advice comes from a lawyer you choose. Where a step has legal consequences, the desk names the statute and suggests a licensed Florida attorney of your choosing. (Claims register: consult-counsel notices)
Limits: Florida trusts only.
It describes the role; it does not assess a situation.
Who may use it: Anyone; saving a result needs an account.
Inputs and outputs: In: Answers to the questions.Out: A description of the role with its statutes.
Availability: Available to website trustees and law-firm tenants.
AI use: No model
Access: Public; Signed-in account, limited to its own records
Evidence: 3 automated suites run on every change.

Available: website and law firms

What it does: Computes statutory deadlines from the dates on the record and keeps mandatory duties on the list; a firm may record an exception only with a reason and a citation.
What it refuses: Your decisions stay yours. No one at TrusteeClear approves, files or sends anything for you. You send your notices and record what you did. (Consumer-lane rule I5)
Limits: A deadline is only as right as the date it is computed from.
A mandatory duty cannot be switched off silently.
Who may use it: Everyone on the matter sees deadlines; the firm's staff record exceptions.
Inputs and outputs: In: The matter's dates and facts.Out: Deadlines and duty flags.
Availability: Available to website trustees and law-firm tenants.
AI use: No model
Access: Firm staff on matters they are staffed on
Evidence: 3 automated suites run on every change.

Available: website and law firms

What it does: Fills a notice's factual blanks from the record for a person to edit and send, and records the delivery and any limitation clock it starts.
What it refuses: Nothing is filed or sent on anyone's behalf. Forms and notices fill their factual blanks from the record; a person edits, sends or files them and records the delivery. The software prepares nothing for anyone and files nothing. (Claims register: self-help forms and notices)
No model writes a word or a number into a court form, notice or accounting. Court forms, statutory notices, packets and fee disclosures are assembled from deterministic templates, and accounting totals are computed from ledger rows. (Generative boundary: level L2)
Limits: On the website, the trustee completes and sends; on a firm's matter, the firm's attorney approves.
Who may use it: The trustee; the firm's staff on its matters.
Inputs and outputs: In: The record's facts.Out: A notice to send and its delivery record.
Availability: Available to website trustees and law-firm tenants.
AI use: No model
Access: Firm staff on matters they are staffed on
Evidence: 3 automated suites run on every change.

Available: website and law firms

What it does: Organizes the Florida Trust Code duties with the statute text, the trustee's dates, beneficiaries, assets and tasks into one packet.
What it refuses: No lawyer reviews your documents on this website. Legal review exists only when a law firm provides TrusteeClear to its own client. On the website, the organizers and forms carry no review or approval by anyone. (Consumer-lane rule I1)
No review of your trust and no advice about what it lacks. The desk can show a difference between two of your own records and the statute it relates to. It never says whether a trust is valid or complete, and never tells you what to fix. (Consumer-lane rule I3)
Limits: An organizer built from the trustee's confirmed facts; unattested statute summaries are flagged.
Who may use it: The trustee of the matter.
Inputs and outputs: In: The trustee's confirmed facts and the statute library.Out: A printable duties packet.
Availability: Available to website trustees and law-firm tenants.
AI use: No model
Access: Signed-in account, limited to its own records
Evidence: 2 automated suites run on every change.

Available: law-firm tenants

What it does: Generates a draft court form from the matter's data for the firm to review, finalize and file.
What it refuses: Nothing is filed or sent on anyone's behalf. Forms and notices fill their factual blanks from the record; a person edits, sends or files them and records the delivery. The software prepares nothing for anyone and files nothing. (Claims register: self-help forms and notices)
No model writes a word or a number into a court form, notice or accounting. Court forms, statutory notices, packets and fee disclosures are assembled from deterministic templates, and accounting totals are computed from ledger rows. (Generative boundary: level L2)
Limits: Drafts only; the firm files.
Who may use it: The firm's staff.
Inputs and outputs: In: The matter's data.Out: A printable draft form.
Availability: Available to law-firm tenants.
AI use: No model
Access: Inside the signed-in application
Evidence: 1 automated suite runs on every change.

Not enabled on this deployment

What it does: Writes the matter's deadlines into a connected calendar account and keeps them in step.
What it refuses: None recorded
Limits: A connection can be disconnected at any time.
Who may use it: Signed-in people with access to the matter.
Inputs and outputs: In: A calendar connection.Out: Calendar events for deadlines.
Availability: Requires a calendar provider connection configured for this deployment, which this deployment does not carry.
AI use: No model
Access: Signed-in account, limited to its own records; Firm staff on matters they are staffed on
Evidence: 1 automated suite runs on every change.

Source commit: 9b7ff8f1f1c49e6088a15c891886364873e9e665
Built: 2026-09-25 04:52 UTC
Release run: 36096103588 (attempt 1)
Required checks: CI (verify, end-to-end, Lighthouse gate): run 36095197104 (attempt 1)
Row-level security matrix: run 36095197149 (attempt 1)
Security scan (secrets, static analysis, dependencies): run 36095197106 (attempt 1)

Availability and counts on this page were computed when this build ran, from its own configuration and the records committed at its source commit.