Skip to content
TrusteeClear
Sign in

For families after a death

You've lost someone — and you've been named Trustee.

First, our condolences. Taking on a Trust while grieving is a lot. There's no rush right now — when you're ready, we'll help you understand your role and take the next step calmly, one at a time.

What happens now?

As successor Trustee you'll have some responsibilities under Florida law — notifying beneficiaries, safeguarding assets, and eventually accounting. You don't have to know all of it today. A Florida attorney reviews the important steps before anything goes out.

  • Nothing is urgent in the first day or two — take care of yourself and your family.
  • When you're ready, a few short questions tell you exactly what your role requires.
  • Your law firm stands behind every step; you're not doing this alone.
When you're ready, start here

A calm, plain-language role check. No payment to begin.

General information about Florida Trustee duties, not legal advice.

TrusteeClear. This site provides general information about Florida Trustee duties and is not legal advice. Using these tools does not create an attorney-client relationship. Attorney-reviewed packets are provided only after engagement terms are accepted and a Florida attorney completes review.