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EstateDraftFL

Florida Trustee duties and responsibilities after death

When a Florida Trust becomes irrevocable after a death, the successor Trustee takes on real responsibilities — administering in good faith, acting loyally and impartially, keeping records, informing beneficiaries, and accounting when required. The right first move is to get organized and confirm your role before acting.

Last updated September 9, 2026

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Key Florida Trust Code provisions

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Frequently asked questions

What are a Florida trustee's main duties?

Generally, a Florida successor trustee must administer the trust in good faith and in the beneficiaries' interests — including the duties of loyalty (§736.0802) and impartiality (§736.0803), keeping qualified beneficiaries reasonably informed (§736.0813), keeping records and accounting (§736.08135), and protecting and properly titling trust property. This is general information, not legal advice.

Does a Florida trustee have to notify the beneficiaries?

Generally yes. Under §736.0813 a trustee must notify qualified beneficiaries — typically within 60 days of accepting the trusteeship and within 60 days of learning the trust has become irrevocable — and keep them reasonably informed of the administration.

When should a Florida trustee involve an attorney?

Many trustees consult a Florida attorney before making distributions, paying themselves, responding to creditors, or handling homestead — and for any contested or fact-specific question, which is exactly what a Florida attorney is for.

General information about Florida law, not legal advice.