TrusteeClear for Firms
The Trustee portal your estate plans should have come with.
Your clients sign Trusts. Years later, the people they named as Trustee are unsure of their duties and unsure how to act. TrusteeClear turns that into structured intake, red-flag detection, and a firm-branded duties packet whose final release is controlled by an eligible assigned attorney.
Drafting
TrusteeClear administers the Trust. Drafting lives on our sister platforms.
Estate-plan drafting — wills, trusts, deeds, and powers of attorney — is EstateDraftFL. Every other kind of attorney drafting is DraftCounsel. Trust administration stays here, in full.
EstateDraftFL and DraftCounsel are separate TrusteeClear-family products with their own terms.
- Going there sends nothing from TrusteeClear: not your Trust, your documents, your answers or your sign-in.
- Each sister platform has its own terms and its own account.
- Links open in a new tab. This page stays where you left it, and your TrusteeClear record stays here, unchanged.
Future Files
Set up the trustee's file the day you sign the plan
Create a dormant successor-trustee file at planning — beneficiaries carried over, everything waiting. When the time comes, activate it and administration starts that day. Activating it starts that Trust's $149 client membership, as for any client Trust.
For firms that draft Trusts
Did a client just hire you to draft their Trust?
When the Trust is signed, your engagement may be over — but their Trustee's Texas duties are just beginning. Hand them TrusteeClear: a separate, unaffiliated platform. Using it doesn't create or extend an attorney-client relationship — yet it makes sure your client has the support, knowledge, and reminders to complete every mandatory step on time, so the Trust you drafted actually stays enforceable.
TrusteeClear is an independent platform. It provides general information and administrative support, not legal advice, and does not create an attorney-client relationship between your firm and the Trustee through TrusteeClear. Your firm chooses whether to refer clients or to license and supervise the experience.
Branded Trustee intake
Invite successor Trustees with a firm-branded link. They complete a guided role check and upload the Trust securely.
Attorney-controlled output
AI organizes; your attorneys review and approve. No packet reaches a Trustee until your firm signs off.
Red flags for your review
Red-flag scoring and structured intake turn a post-death call into an organized trust-administration matter your firm reviews.
Pricing
Built around how your firm works — never per-seat, never a share of your legal fee.
Client membership
$149 per Trust
for the life of the Trust's administration
The firm plan
$250/mo
one plan, unlimited users
Setup
Included
done-for-you setup optional at $350
Unlimited users. Never per-seat, never a share of your legal fee.
Your first Trust file is free
Book a 30-minute working session — we'll set up your firm, brand your portal, and open your first real matter together. If TrusteeClear isn't for you, the file is still yours to finish.
Works where your firm already works
Add-ins for Word and Outlook check your documents and email against the record, and the ledger leaves as a file any spreadsheet opens. Nothing is recorded or changed without a person.
- Spreadsheets — the ledger exports as a spreadsheet-safe CSV file, one row per entry, that opens in Excel.
- Word — check a document's statute citations against TrusteeClear's statute library, and fill a court form's placeholders one at a time as tracked changes, each naming its source.
- Outlook — check an open email's citations and links, and let the add-in propose its matter and kind; your staff confirm before anything is recorded.
Try it on your firm's matters
We'll walk your firm through the Trustee portal, the attorney dashboard, and the document Vault — and answer questions about onboarding your clients.
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 Texas 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.