For future successor Trustees

Successor Trustee Readiness Check

If someone named you as a successor Trustee of a Florida Trust, you may serve one day — but not yet. This short check helps you get ready: what to know now, and what to do when the time comes. Nothing here means you are acting as Trustee today, and you don't need to upload anything.

Do you know where the signed Trust is kept?
Do you know who the drafting attorney (or firm) is?
Do you know where any amendments or restatements are kept?
Do you know who the current Trustee is?
Do you know who the successor Trustees are, and in what order?
Do you know where asset information is kept?
Do you know where deeds, account statements, and beneficiary designations are kept?
Do you know who the financial advisor, CPA, or insurance agent is?
Do you know, in general terms, what to do when the settlor dies?
Do you understand not to start distributing or sending notices without attorney review?

This readiness check is general education for a person who may serve as a Florida successor Trustee in the future. It is not legal advice and does not create an attorney-client relationship. While a Trust is revocable, the successor Trustee is generally not yet administering it. When the time comes, a Florida attorney should review the situation before any action is taken.