Is this for me?
These plans are for people who were named Trustee of a Texas 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 what Texas law provides in plain language, organize your record, and prepare your packet; a licensed Texas attorney of your choosing can read all of it whenever you want.
Already working with a law firm? Your firm may already provide TrusteeClear to you directly — ask them first. Firms can see firm pricing here.
Trustee plans
$0
Free role check
Answer a few questions and see what your Texas 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 of what the documents say.
Start free — the summary is purchased inside your workspace once your documents are organized.
Get started$495$199
Founding-member price for the first 10 Trusts — list price $495.
Trust membership + duties packet
Platform access for the life of this Trust's administration, plus your duties packet — the Texas Trust Code's trustee duties with the statute text, your dates, your beneficiaries, your assets, and your first steps, prepared by TrusteeClear from your signed Trust.
Includes the AI Organization Summary.
One membership covers ONE Trust: uploading your Trust document permanently locks the membership to that Trust.
Explore the duties packet
Beta pricing; the price buys packet preparation — TrusteeClear's own software work. We provide general information about Texas Trustee duties, not legal advice; using these tools does not create an attorney-client relationship, and TrusteeClear does not arrange attorney review. Filing is handled by you or your attorney — TrusteeClear does not e-file.
What each option includes
| Feature | Free | $149 summary | Membership + packet |
|---|---|---|---|
| Free Texas role check | Included | Included | Included |
| Upload + AI organization of your Trust | Included | Included | Included |
| Printable Organization Summary (not attorney-reviewed) | Not included | Included | Included |
| Duties packet — role, duties, deadlines, first steps | Not included | Not included | Included |
| Platform membership for the life of this Trust | Not included | Not included | Included |
During the founding special, the $149 summary credits toward membership.
Pricing questions
Is this legal advice?
No. TrusteeClear is software: it organizes, explains in plain language, and prepares your packet. Legal advice comes only from a licensed attorney you engage directly.
How long does membership last?
For the life of this Trust's administration. One membership covers one Trust — uploading your Trust document permanently locks it to that Trust.
How does the founding special work?
The first 10 Trusts get the $199 founding price (list $495). The cap is enforced at checkout — we never silently charge the list price.
What if a law firm gave me TrusteeClear?
Then your firm provides it — ask them first. These plans are for Trustees without a lawyer handling the Trust.
Can I start free?
Yes — the role check and organizing your documents are free. Nothing is filed or sent, ever.
Are you a Texas Estate-Planning firm? License the client-facing Trustee layer for your clients.
Firm pricing →