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Gratis, anclado en los estatutos, para fideicomisarios sin abogado

El Centro de Aprendizaje del Fideicomisario

Aprenda lo que la ley de Florida realmente dispone — en lenguaje sencillo, sobre los estatutos reales — antes de decidir nada. La biblioteca expone la ley y no recomienda nada.

Las guías

Getting started · 6 min de lectura

You were named successor trustee. What does Florida law expect?

Accepting the role, the good-faith standard, and where the duties come from.

Duties · 7 min de lectura

The duty to inform and account, in plain language

What §736.0813 asks a trustee to share with qualified beneficiaries, and when.

Duties · 5 min de lectura

The notice of trust: the court filing most new trustees haven't heard of

The §736.05055 filing: what it contains, where it goes, and what it is for.

Duties · 6 min de lectura

Prudent administration: the standard behind every trustee decision

§736.0804's prudent-person standard, protecting property, and the prudent-investor frame.

Distributions · 7 min de lectura

Distributions and per stirpes: who takes what when a beneficiary died first

Florida's per stirpes default, how trust language controls, and worked examples.

Money · 5 min de lectura

Trustee compensation: what Florida law actually provides

“Reasonable under the circumstances,” reimbursement, and the factors that inform it.

Working together · 5 min de lectura

Serving with a co-trustee: how Florida allocates the wheel

Majority action, dissent on the record, vacancies, and shared responsibility.

Working together · 5 min de lectura

Hiring help: what Florida law says about delegation

What may be delegated, the selection-instruction-monitoring frame, and what stays.

Money · 6 min de lectura

Records, receipts, and the accounting trail

The §736.0810 recordkeeping duty, the §736.08135 accounting, and why the trail matters.

Working together · 6 min de lectura

When beneficiaries disagree: the trustee's neutral lane

Impartiality under §736.0803, and the statutory paths when positions harden.

Closing · 6 min de lectura

Ending a trust: termination and the final steps

Ending by the trust's terms, §736.0414 small trusts, and the wind-down sequence.

Getting started · 7 min de lectura

The mistakes Florida successor trustees make, and the duty each one breaches

Eight ordinary mistakes, each tied to the duty in the Florida Trust Code it breaches.

Getting started · 6 min de lectura

The trust's bank account and tax ID after a death: what the successor trustee opens, and how

The EIN, the account, the certification of trust, and what the bank will ask for.

Distributions · 6 min de lectura

How long a Florida trustee has to distribute the trust, and what the reserve is for

Expeditiously, after the reserve — and the creditor, tax and accounting clocks that set the pace.

Getting started · 6 min de lectura

Successor trustee versus personal representative in Florida: two jobs, one death

Who administers what after a Florida death, and how the two roles hand things to each other.

Duties · 6 min de lectura

When the Florida trustee is also a beneficiary: the duties that do not bend

Allowed, common, and the situation in which documentation matters most.

Working together · 5 min de lectura

Resigning as a Florida trustee: the 30 days' notice, the hand-off, and what does not end

The notice, who fills the vacancy, the final accounting, and the duties that continue until the hand-off.

Working together · 5 min de lectura

The certification of trust (§736.1017): what it says, who relies on it, and why the whole trust stays private

The one-page proof of authority that keeps the trust's terms out of the bank's file.

Duties · 6 min de lectura

What a Florida trust beneficiary is owed: notice, copies, accountings, and where to bring a concern

The beneficiary's side of the Florida Trust Code: what the trustee must tell you and show you, and what to do when it does not arrive.

Working together · 9 min de lectura

Directed trusts in Florida: Part XIV of the Trust Code, in the statute's own words

Trust directors, powers of direction and the directed trustee's duty — every section of Part XIV, verbatim.

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