For self-represented New York successor trustees

My Trustee Desk

Learn the rules that govern your role, check where you stand, act on the record, and reach a licensed New York 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 New York attorney. The decisions are yours, recorded as yours.

1Learn — the New York rules

2Check — where you stand

3Act — on the record

4Connect — an attorney when needed

Step 1 · Learn

Understand the rules first

Before you decide anything, learn what New York 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

20 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 library

The Distribution Calculator

Model a family and see the exact shares under New York's default — by representation — and the two neighboring systems, side by side. It's arithmetic, not advice.

Try the calculator

Ask 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 works

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 check

The 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 packet

Step 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 — general information you complete and send yourself.
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 an account under SCPA 2208 or the statements of SCPA 2309(4) draw on is kept as you go.

What the desk does, and what it does not do

What it does: It teaches the New York Estates, Powers and Trusts Law duties with the statute text, computes the statutory deadlines from your own dates, and keeps your record: tasks, the notices you send, your ledger and your documents.
Who may use it: Anyone administering, or named to administer, a New York trust. The guides and the role check need no account; keeping a record needs one.
Inputs and outputs: In: the facts and documents you enter. Out: organized records, computed deadlines, the statutes' own lists, and an accounting from your ledger — no document is drafted or completed for you.
Availability: On the website, in seven languages. The statute text and some guides are in English.
Limits: New York trusts only (the EPTL and the SCPA). A deadline is only as accurate as the date it is computed from.

What the desk does not do

No lawyer reviews your documents on this website
Legal review exists only when a law firm provides TrusteeClear to its own client. On the website, the organizers and forms carry no review or approval by anyone.
No AI chats with you or writes to you
Software may extract dates, names and amounts from a document you upload so you can confirm them. It never converses, answers questions or writes text for you.
No review of your trust and no advice about what it lacks
The desk can show a difference between two of your own records and the statute it relates to. It never says whether a trust is valid or complete, and never tells you what to fix.
The Duty Coach teaches; it does not direct
Each lesson names the statute it explains and what the statute provides. No lesson tells you what to do in your situation.
Your decisions stay yours
No one at TrusteeClear approves, files or sends anything for you. You send your notices and record what you did.
Legal advice comes from a lawyer you choose
Where a step has legal consequences, the desk names the statute and suggests a licensed New York attorney of your choosing.

My Trustee Desk is a free, education-first hub for self-represented New York successor trustees. All output is general legal information — not legal advice, and not a substitute for a licensed New York attorney. TrusteeClear is software, not a law firm.