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)

Notice to Trust beneficiaries in Florida

A Florida Trustee has a duty to keep qualified beneficiaries reasonably informed of the Trust and its administration. That includes a notice — generally within 60 days of accepting the Trust or of an irrevocable Trust's creation — of the Trust's existence, the Trustee's identity, and the beneficiaries' right to information and an accounting.

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The duty to inform and account

Duty to inform and account
§ 736.0813 ↗
The trustee must keep qualified beneficiaries reasonably informed, including 60-day notice duties after acceptance and after a formerly revocable trust becomes irrevocable due to the settlor's death, plus trust-copy and accounting rights.

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.

Frequently asked questions

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?

Notice to Trust beneficiaries in Florida

The duty to inform and account

Duty to inform and account

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Frequently asked questions