When must a Florida trustee notify qualified beneficiaries?

Generally, within 60 days of accepting the trusteeship and within 60 days of learning the trust has become irrevocable (for example, on the settlor's death), the trustee must notify qualified beneficiaries of the trust's existence and their right to information (§736.0813).

What information are trust beneficiaries entitled to in Florida?

Generally, qualified beneficiaries are entitled to be kept reasonably informed of the trust and its administration — including a complete copy of the trust instrument on request and relevant information about assets and accounting (§736.0813).

Who is a “qualified beneficiary” under Florida law?

§736.0103 defines a qualified beneficiary by reference to who is currently entitled to distributions and who would be next in line. Whether a particular person qualifies depends on the trust terms and facts — a good question for attorney review. General information, not legal advice.

Notice to Trust Beneficiaries in Florida (§736.0813)

Last updated August 14, 2026

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The duty to inform and account

Duty to inform and account
§ 736.0813 ↗ (Opens in a new windowSe abre en una ventana nuevaLouvri nan yon nouvo fenètОткроется в новом окнеנפתח בחלון חדש)
Plain-language explanation pending Florida attorney review. See the official statute via the link above.

Timing and content matter. Identifying the qualified beneficiaries correctly, and sending a complete and timely notice, helps avoid disputes later. TrusteeClear can organize this and route it to a Florida attorney for review before anything is sent.

Notice to Trust beneficiaries in Florida

The duty to inform and account

Duty to inform and account

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