For Florida Trustees
Signing the Trust was step one. Now there are mandatory Florida duties, notices, and deadlines — and TrusteeClear guides you through each one, with attorney review when it matters. You don't have to figure this out alone.
Florida-specific · Attorney review available · Multilingual
See it in action
Whether your firm set you up or you found us on your own — here's how TrusteeClear guides you.
You were named Trustee of a Florida Trust. We'll guide you through it.
No legal jargon, no guessing. See exactly what to do now and what's coming.
Email and text reminders at 7 days, 3 days, and 24 hours so nothing slips.
Thinking about distributing, paying yourself, or selling? It routes to an attorney first — so you don't go it alone.
Short, plain-English lessons explain each duty at the moment it matters.
Don't have the perfect document? Submit what you know; you never get stuck.
Firm-approved wording for the hard questions, so you respond calmly and route legal ones to an attorney.
A timestamped record of what you did and what was reviewed — and a closeout binder at the end.
English, Spanish, Haitian Creole, Russian, and Hebrew (right-to-left).
Your firm gave you TrusteeClear
If a Florida Estate-Planning firm set you up, your portal is branded as their firm. Your attorneys review the legal steps; TrusteeClear keeps everything organized between you and them.
No lawyer handling it?
If the Trust was set up online (LegalZoom, Trust & Will) or the drafting attorney is no longer involved, start free — we'll explain your role in plain language, and a Florida attorney can review before anything goes out.
See Trustee pricing →Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the plain-English guidance, and exactly when a Florida attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
A few short questions tell you what your Florida Trustee role requires. Nothing is filed or sent without your say-so.