Is this for me?
These plans are for people who were named Trustee of a Florida Trust and don't have a lawyer handling it — for example, the Trust was set up online (LegalZoom, Trust & Will, or a similar site), the attorney who drafted it is no longer involved, or there simply never was one. You've been handed the role and you're not sure what to do next. We explain it in plain language, and a Florida attorney reviews the paid packet before it reaches you.
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Trustee plans
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Free role check
Answer a few questions and see what your Florida Trustee role may require. Nothing is filed or sent.
Start free$149
AI-organized Trust summary
AI organizes your Trust and key facts into a clear summary you can act from.
Arranged after your free role check — no online checkout yet.
Get started$495
Attorney-reviewed duties packet
Your role, duties, deadlines, and first steps — reviewed and approved by a Florida attorney before delivery.
Learn more$995
Duties packet + guided call
Everything in the packet, plus a guided call to walk through your duties and questions.
Arranged after your free role check — no online checkout yet.
Get startedBeta pricing; an attorney reviews every packet before it is delivered. We provide general information about Florida Trustee duties, not legal advice, and using these tools does not create an attorney-client relationship. Filing is handled by your attorney — TrusteeClear does not e-file.
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