The attorney-reviewed Florida Trustee duties packet

AI organizes your Trust and the facts of your situation into a clear duties packet — then a Florida attorney reviews and approves it before it reaches you. No legal document is finalized without that review.

$495

Beta pricing · attorney-reviewed before delivery

Start with the free role check

What's inside

✓ Your role and how the Trust defines it
✓ The duties that apply to your situation
✓ Key deadlines and required notices
✓ A documents-and-assets starting checklist
✓ Red-flag issues to raise with an attorney
✓ Clear, plain-English first steps

How it works

1. Free role check. Answer a few questions about the Trust and your situation.
2. Upload & organize. Add the Trust; AI organizes the key facts (you confirm them).
3. Attorney review. A Florida attorney reviews and approves the packet.
4. Delivered to you. You get the packet in your portal — and can save it as a PDF.

Ready to see what your role requires?

Start the free role check

General information, not legal advice. The packet is provided after Florida attorney review; filing is handled by your attorney, not TrusteeClear.

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