For self-represented Florida successor trustees
My Trustee Desk
Learn the rules that govern your role, check where you stand, act on the record, and reach a licensed Florida attorney when a question needs one. Free to learn, no account required.
Self-help trustee software — general legal information, not legal advice, and not a substitute for a licensed Florida attorney. The decisions are yours, recorded as yours.
Step 1 · Learn
Understand the rules first
Before you decide anything, learn what Florida law actually provides — in plain language, on real statutes, with worked arithmetic. The library and the calculator are free and open; they state the law and recommend nothing.
The Learning Center
Eleven plain-language guides to the trustee statutes — first steps, notices, accountings, distributions, compensation, co-trustees, ending a trust — each anchored to the sections it explains.
Open the libraryThe Distribution Calculator
Model a family and see the exact shares under Florida's per stirpes default and the two neighboring systems, side by side. It's arithmetic, not advice.
Try the calculatorAsk about any topic
Every guide opens the assistant with your question ready — general legal information with cited statutes, framed as factors and questions, never a recommendation.
See how it worksAsk about Florida trustee law
2 free questionsType a question — it opens the guided assistant with your words ready to send. General legal information with cited statutes; nothing sends until you press send there.
Signing in creates your private desk; your first questions are free. General legal information, not legal advice.
Step 2 · Check
See where you stand
Answer a few questions or bring what you have. Every result states what the law provides and what documents of a kind commonly include — each finding is yours to weigh, never a verdict.
The free role check
A five-minute walkthrough of your situation — whether the trust is likely in administration, which statutes speak to it, and what the role generally involves.
Run the free role checkThe duties packet
Your role organized: the statutory duties, the notices with their sections, the accounting framework, and the records that make every later step mechanical.
See the duties packetReview the trust you hold
A plain-language read of the trust document itself — what its provisions do, which statutes speak to each topic, and the questions worth bringing to counsel.
Review a trustStep 3 · Act
You act — on the record
The desk's tools organize; you decide. Notices assemble from the statute's own words and go to a licensed attorney before use. The accounting computes from a ledger where every total ties to entries you can see. Each step you take is recorded as yours.
That is the whole design: the software never signs, never files, never chooses for you — it prepares, computes, and keeps the record while the role stays yours.
How the record works
- Prepared, not written for you — documents assemble from statutory templates and your matter's facts, for licensed-attorney review before use.
- Computed, not asserted — accountings and the fee worksheet derive from the ledger — every figure traces to an entry.
- Recorded, step by step — what was sent, to whom, and when — the trail §736.1008 makes consequential is kept as you go.
Step 4 · Connect
When it needs a lawyer, reach one
Self-help is the right tool for much of the role — and the wrong tool for some situations. When a question turns on judgment a nonlawyer tool can't give — a dispute, a contested homestead, individualized strategy — the desk says so plainly: that is a question for a licensed Florida attorney.
A nonlawyer tool, by design
TrusteeClear is not a law firm and does not practice law. It organizes the role, prepares documents for attorney review from your own answers, and gives you general legal information. The judgment about your specific situation stays with you, and with any attorney you choose.
Planning ahead? Our sister product
Need an estate plan, will, or trust? That's EstateDraftFL.
TrusteeClear administers what a plan creates. For making the plan itself, our sister product prepares high-quality Florida documents from your own answers — reviewed self-help on locked statutory templates, with the same claims-honest engineering as this desk.
An estate plan bundle · a will · a revocable trust · a lady bird (enhanced life estate) deed · a durable power of attorney · a HIPAA release · or a review of the plan, will, trust, or deed you already have.
Visit EstateDraftFL.comEstateDraftFL is a separate TrusteeClear-family product with its own terms. Self-help software — general legal information, not legal advice.
My Trustee Desk is a free, education-first hub for self-represented Florida successor trustees. All output is general legal information — not legal advice, and not a substitute for a licensed Florida attorney. TrusteeClear is software, not a law firm.