El texto completo de esta guía está en inglés; el resumen anterior está en su idioma. Los resúmenes de las leyes y el inglés siguen siendo la fuente de referencia.
La tabla es la misma que aparece en las guías. Los plazos en días son los de las propias leyes; cuando una ley no fija días, la fila lo indica.
Plazos del fideicomisario en Florida: lo que disponen las leyes
Revisado contra los Estatutos de Florida el 2026-09-09. Información general, no asesoría legal; el texto oficial prevalece.
| Cuándo | Plazo | Lo que dispone la ley | A quién | Ley |
|---|---|---|---|---|
| You are named successor trustee | No fixed clock. Acting as trustee can itself be an acceptance, and a person who does not accept within a reasonable time is treated as having declined. | Decide whether to accept the trusteeship — by the method the trust names, or by taking delivery of trust property or doing a trustee's work. | — | §736.0701 ↗ |
| You accept | At once; the statute gives no day-count. | Take reasonable steps to take control of and protect the trust property — accounts, real estate, records, insurance. | — | §736.0809 ↗ |
| You accept | Within a reasonable time after acceptance. | Review the trust's investment assets and decide what to keep and what to sell under Florida's prudent investor rule. | — | §518.11(1) ↗ |
| You accept | Within 60 days after acceptance. | Give notice of the acceptance, your full name and address, and that the fiduciary lawyer-client privilege of §90.5021 applies to you and any attorney you employ. | Each qualified beneficiary | §736.0813(1)(a) ↗ |
| You learn the trust has become irrevocable (usually the settlor's death) | Within 60 days after acquiring that knowledge. | Give notice of the trust's existence, the settlor's identity, the right to request a copy of the trust instrument, the right to accountings, and the §90.5021 privilege. | Each qualified beneficiary | §736.0813(1)(b) ↗ |
| The settlor dies | Upon the death; the statute names no day-count. | File a notice of trust stating the settlor's name and date of death, the trust's title and date, and your name and address. | The court of the county where the settlor lived (and the court handling the estate, if one is open) | §736.05055 ↗ |
| The trust becomes irrevocable | Before the trust receives income or files under its own number. | Obtain the trust's employer identification number; a revocable trust used the settlor's Social Security number, and that stops at death. | — | IRS Form SS-4 ↗Federal |
| A qualified beneficiary asks | Upon reasonable request. | Provide a complete copy of the trust instrument, and relevant information about the trust's assets, liabilities and administration. | The qualified beneficiary who asked | §736.0813(1)(c), (e) ↗ |
| The settlor dies | Claims against the decedent are barred two years after death. A probate notice to creditors shortens the window to three months after first publication (30 days after service for a creditor who must be served). | Keep a reasonable reserve until the creditor window has closed; distributing everything early is how a trustee ends up paying a claim personally. | — | §733.710, §733.702 ↗ |
| The probate estate cannot pay its expenses and claims | When the personal representative certifies the amount in writing. | Pay the personal representative the amounts certified as required for the expenses of administration and the obligations of the settlor's estate. | The personal representative | §736.05053 ↗ |
| Each year the trust is irrevocable; the trust terminates; the trustee changes | At least annually, and on termination and on a change of trustee. | Give a trust accounting that shows what came in, what went out, what remains, and the compensation paid to the trustee and its agents, from the last accounting forward. | Each qualified beneficiary | §736.0813(1)(d), §736.08135 ↗ |
| You send an accounting or other trust disclosure document | A claim on a matter the document adequately discloses is barred six months after receipt when a limitation notice accompanies it; without one, the chapter 95 period runs from the disclosure. | Include a limitation notice with the disclosure if the six-month bar is wanted; the statute prescribes its wording. | The beneficiaries who receive the document | §736.1008 ↗ |
| You send a person a copy of the trust instrument with a notice of the trust's existence, your name and address, and the time allowed to contest | An action to contest the validity of a trust that was revocable at the settlor's death is barred six months after that notice is sent, unless sooner barred by adjudication, consent or limitations. | Send the copy and the notice to anyone who might contest the trust if the six-month bar is wanted; the statute prescribes what the notice states. | Each person who might contest the trust | §736.0604 ↗ |
| The decedent dies | Nine months after death; a six-month extension is available. | File the federal estate tax return when the gross estate exceeds the filing threshold, or to elect portability for a surviving spouse. Florida has no estate tax. | — | IRS Form 706 ↗Federal |
| The trust's tax year ends | The 15th day of the fourth month after year-end (April 15 for a calendar-year trust). | File the trust's income tax return and issue a Schedule K-1 to each beneficiary who received distributable income. | — | IRS Form 1041 ↗Federal |
| A trustee wants to step down | At least 30 days' notice, or the court's approval. | Give notice of the resignation; the trustee's duties continue until a successor is in place. | The qualified beneficiaries, the settlor if living, and all co-trustees | §736.0705 ↗ |
| The trust terminates | Expeditiously, after paying or reserving for debts, expenses and taxes; the statute names no day-count. | Distribute the trust property to the persons entitled to it; the final accounting and the beneficiaries' receipts close the file. | The beneficiaries entitled to the property | §736.0817 ↗ |
Información general sobre la ley de Florida, no asesoramiento legal.