For Pennsylvania 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?
When the person who made the trust dies, Pennsylvania's statutory clocks run from the day the trustee learns of it — the 30-day notice, the advertisement where no estate has advertised, the financial reports. TrusteeClear organizes the trust, computes the statutory periods from the dates you enter, and keeps every step in one place, in your own language.
Pennsylvania-specific software — not a law firm, not legal advice. TrusteeClear does not arrange attorney review.
Pennsylvania-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, New York, Colorado, Pennsylvania, Michigan, Illinois, Arizona, Utah, Georgia, Ohio, Massachusetts, New Jersey, and Virginia.
Choose your state:FloridaTexasCaliforniaNew YorkColoradoPennsylvaniaMichiganIllinoisArizonaUtahGeorgiaOhioMassachusettsNew JerseyVirginia
The Pennsylvania Uniform Trust Act, on a clock
The deadlines nobody told you about
When a Pennsylvania trust becomes irrevocable — usually when the person who made it dies — the successor trustee has statutory duties with real clocks attached.
20 Pa.C.S. §7780.3(c) · 30 days
Notify after the settlor's death
No later than 30 days after the trustee learns that the settlor has died, the trustee of a revocable trust sends a written notice — the trust's existence, the settlor, the trustee's contact details, the right to a copy of the trust and to annual financial reports on request — to the personal representative, the spouse, the children who are of full age and capacity, and the current beneficiaries.
Prepared from your answers as a self-help form — you sign it and send it.
20 Pa.C.S. §7780.3(i)(5) · On request, at least annually
Financial reports on request
Each current beneficiary may ask for written financial reports about the trust at least once a year. Reports sent at least annually, each with a conspicuous written statement, start a 30-month period for objecting to what they disclose.
The report's contents, built from your ledger as you go.
Trust made online? The duties are exactly the same.
Trusts created through online services or from templates carry the same Pennsylvania Uniform Trust Act 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
Accept the trusteeship — 20 Pa.C.S. §7761
DoneRecord the day you learned of the death — 20 Pa.C.S. §7780.3
DraftedSend the notice after the settlor's death — 20 Pa.C.S. §7780.3(c)
You send itOpen the financial reports — 20 Pa.C.S. §7780.3(i)(5)
ScheduledDrafted from your answers — 20 Pa.C.S. §7780.3(c) notice after the settlor's death
The statute sets what must be said. Your answers fill it in. The software never composes law.
The append-only record — who did what, when
14:02 — Death-notice draft approved — Trustee
14:31 — Beneficiary notice added to records
15:10 — Reporting period opened — system
In checkable numbers
- languages, with the whole journey guided in your own
- 7
- statutory clocks mapped to your timeline20 Pa.C.S. §7780.3(c) · §7780.3(i)(5)
- 2
- Pennsylvania instruments produced, each cited to 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 Pennsylvania duties are mapped to a clear timeline — the notice within 30 days of learning of the death, the advertisement where no estate has advertised, the financial reports — 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 Pennsylvania attorney of your choosing whenever a legal judgment is needed.
What we produce
Real Pennsylvania instruments — not templates with blanks.
Notice After the Settlor's Death
20 Pa.C.S. §7780.3(i)
Financial Reports
20 Pa.C.S. §7780.3(g)
Certification of Trust
20 Pa.C.S. §7790.3
Founding member — first 10 Trusts
$199 · lifetime membership for your trust
One payment. The role check is free; the founding membership covers your trust's guided administration — duties, deadlines, documents, and record — for the life of the matter.
- Guided duties & first steps
- Statutory deadline tracking
- Financial reports & beneficiary notices
- Certification of trust & document vault
- 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 Pennsylvania 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 Pennsylvania 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 Pennsylvania 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 Pennsylvania 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 Pennsylvania 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 with the free role check.
Answer a few questions and see exactly what your Pennsylvania trustee role requires — before you pay anything, before anything is filed.