Повний текст цього посібника англійською; короткий виклад вище — вашою мовою. Виклади законів і англійський текст залишаються джерелом запису.
Розділ 1 з 7
Підписати план
The firm signs one plan: $250 a month, for unlimited attorneys and staff, and $149 for each client Trust, for the life of its administration. The first Trust is free, and self-serve setup is included.
Sample. A real TrusteeClear screen, the firm's plan and billing page, for the Alvarez Family Revocable Trust, a fictional Trust. Розділ 2 з 7
Відкрити справу управителя
An attorney or paralegal opens the client's Trust as a matter, records the dates the Florida Trust Code counts from, and invites the trustee into the firm's portal. The matter keeps its documents, dates, money and notices in one place.
Sample. A real TrusteeClear screen, the matter's command center, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trustee duties
Розділ 3 з 7
Кроки управителя
The trustee sees each step with its date, where that date comes from and the statute it cites. They add proof or a note, and the firm sees the step move.
Sample. A real TrusteeClear screen, the trustee's steps in the firm's portal, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trustee deadlines
Розділ 4 з 7
Повідомлення
The firm prepares the notices the Florida Trust Code asks for, records each delivery with its evidence, and sees who has been reached.
Sample. A real TrusteeClear screen, the matter's beneficiaries and notices, for the Alvarez Family Revocable Trust, a fictional Trust. Deadlines and notices reference
Guide: Notice of Trust (Florida)
Розділ 5 з 7
Облік
Receipts and disbursements go into the Trust's ledger, principal and income apart, with the assets they belong to. The accounting is prepared from that record.
Sample. A real TrusteeClear screen, the matter's money and assets, for the Alvarez Family Revocable Trust, a fictional Trust. Guide: Florida trust accounting
Розділ 6 з 7
Закриття
The record holds every document, decision and delivery. At closeout the firm exports it as a package it keeps, with the digests that let the package be checked later.
Sample. A real TrusteeClear screen, the matter's record, for the Alvarez Family Revocable Trust, a fictional Trust. Documents and evidence reference
Guide: Ending a trust in Florida
Розділ 7 з 7
Запис, який може перевірити будь-хто
An artifact the firm's attorney approves carries a receipt. A bank or a beneficiary holding it can check it at the verification page, without an account. The page says what that shows and what it never exposes.
Sample. A real TrusteeClear screen, the public verification page, for the Alvarez Family Revocable Trust, a fictional Trust.