For New York Successor Trustees
You were named Trustee. Nobody told you what comes next.
Made your Trust or Will online — and no one ever said what happens after?
The moment the person who made the trust dies or can no longer serve, the trustee's New York duties begin — the assets to review, the property to keep separate, the dates New York sets. TrusteeClear organizes the trust, keeps the statute beside each step, and holds the record for a licensed New York attorney of your choosing.
New York-specific software — not a law firm, not legal advice. TrusteeClear does not arrange attorney review.
New York-specific · Clear guidance in 7 languages · Statute-anchored · From a 3rd-generation South Florida firm (45+ years)
TrusteeClear serves trustees in these states: Florida, Texas, California, and New York.
Choose your state:FloridaTexasCaliforniaNew York
The New York Estates, Powers and Trusts Law, on a clock
The deadlines nobody told you about
When a New York trust becomes irrevocable — usually when the person who made it dies — the successor trustee's duties begin, and New York sets fewer fixed dates than you might expect: here is what runs, and what does not.
EPTL 11-2.3(b)(3)(D) · A reasonable time
Decide about the trust's initial assets
Within a reasonable time after the fiduciary relationship begins, the trustee decides whether to keep or dispose of the assets the trust started with. New York sets no number of days.
Recorded in the file as you go, with the statute beside it.
No statutory notice
No notice to send, no Notice of Trust
New York sets no notice to beneficiaries when a trust becomes irrevocable or a trustee begins to serve, and no Notice of Trust filing. A beneficiary may ask in writing for information, and the Surrogate's Court can require an answer.
SCPA 2102(1) — a written request a court can enforce.
SCPA 2309(4) · Each trust year
Furnish the statements that go with commissions
A trustee who takes annual commissions keeps them only by furnishing, each trust year, a statement of the principal assets on hand and a statement of receipts, including the commissions and how they were computed, to the income beneficiaries and to others who ask.
You prepare and furnish them; your ledger holds the figures — no annual court account for every trustee.
Trust made online? The duties are exactly the same.
Trusts created through online services or from templates carry the same New York Estates, Powers and Trusts Law obligations as attorney-drafted ones — there's just no law office calling to tell you. If the drafting attorney has retired, moved on, or was never involved, the responsibility still sits with the trustee.
These duties belong to the trustee personally. Missing them can expose the trustee to challenges from beneficiaries and complicate the administration — the point of a clear process is that nothing is missed.
The product, not the promise
Watch one matter move — three moments, on the record.
Week one — the role, mapped
Take possession of the trust property — EPTL 11-1.1(b)(5)
DoneDecide whether to keep the initial assets — EPTL 11-2.3(b)(3)(D)
RecordedWhere a return is due, the estate tax return — Tax Law §972 · nine months
You furnish itOpen the trust's records and ledger — EPTL 11-1.6
ScheduledThe statements' contents — SCPA 2309(4)
The statute lists what the statements show. The file sets that list beside the facts you recorded; you prepare and furnish them.
The append-only record — who did what, when
14:02 — Initial-assets review recorded — Trustee
14:31 — Brokerage account retitled to the trust — Trustee
15:10 — Trust year recorded for the statements — system
In checkable numbers
- languages, with the whole journey guided in your own
- 7
- statutory clocks — the annual statements and the estate tax return — mapped to your timelineTax Law §972 · SCPA 2309(4)
- 2
- New York documents explained, each with its statute
- 3
- one-time founding membership — for the life of the matter
- $199
Counts are derived at render from the shipped registries — they cannot drift from the product.
From named to guided, in three steps
How TrusteeClear guides you
1
Upload the trust
AI organizes what the document says with source references for you to check and confirm.
2
See every duty and date
Your New York duties are mapped to a clear timeline — the initial-assets decision, the records, the statements and the estate tax return where one is due — with reminders before anything comes due.
3
Take each step, guided
Clear information for every step, a documented record as you go, and everything ready to bring to a licensed New York attorney of your choosing whenever a legal judgment is needed.
What the file explains
New York's documents, each with the statute that sets it.
Annual Statements
SCPA 2309(4)
Trustee's Account
SCPA 2208
Estate Tax Return
Tax Law §971
Founding member — first 10 Trusts
$199 · lifetime membership for your trust
One payment. Organizing your documents is free; the founding membership covers your trust's guided administration — duties, dates, documents, and record — for the life of the matter.
- Guided duties & first steps
- Statutory deadline tracking
- Trust accounting & the file's records
- Document vault & the statutes' own lists
- Everything ready for your own attorney
TrusteeClear is software, not a law firm, and does not give legal advice. It does not arrange attorney review. A licensed New York attorney of your choosing can read your record at any time.
Your attorney, your choice
AI organizes. You decide. Your attorney, if you have one, gets a complete record.
When a step calls for legal judgment, the platform says so and points you to a licensed New York attorney of your choosing. TrusteeClear does not arrange attorney review. Nothing auto-files, ever.
Working with your own attorney →For estate-planning firms
Are you a New York estate-planning firm?
License TrusteeClear as your firm's branded trustee layer — AI analysis under attorney control, supervised administration, and the client experience your competitors don't have.
Security & isolation, not an afterthought
Built to be trusted with a family's business.
Tenant isolation
Every firm and family is isolated at the database with row-level security — not just in app code.
Encryption
Encrypted in transit and at rest; secrets are server-only and never exposed to the browser.
Provenance trail
An append-only record of what was generated, cited, and reviewed.
Your attorney, your choice
TrusteeClear does not provide attorney review to individual customers. Your record is organized so a licensed New York attorney of your choosing can read it at any time.
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 clear step-by-step guidance, and exactly when a New York 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.
Start your New York trust file.
Open the file, choose New York as the law that governs the trust, and see exactly what your trustee role requires — before anything is filed.