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

Alongside the beneficiary notices, Florida names one filing addressed to the court itself. §736.05055 provides that upon the death of a settlor of a trust that was revocable at death, the trustee file a notice of trust with the court of the county of the settlor's domicile.

Affiché dans votre langue en traduction automatique, en attente de révision par un avocat de Floride. Les résumés de lois et l'original anglais demeurent la source faisant foi.

Duties · 5 min de lecture

What the notice contains

The statute keeps the content short: the settlor's name, the trust's date, the date of death, and the trustee's name and address. It deliberately does not disclose the trust's terms — the notice announces that a trust exists, without publishing what it says.

What it is for

The notice's audience is largely creditors and the probate system. It connects a decedent's court file to the trust so claims and estate obligations can find their way — §736.05053 separately addresses a trustee's duty to pay certain estate expenses and obligations when the probate estate is insufficient. If a probate proceeding is opened, the clerk files the notice in that proceeding.

Whether a probate estate will also be opened, and how the trust and estate interact for claims, are fact-driven questions that commonly get attorney input — the interaction of chapters 733 and 736 is one of the least self-evident corners of Florida practice.

Questions fréquentes

What is a Florida notice of trust?

A short court filing described in §736.05055: upon the settlor's death, the trustee files the settlor's name, the trust's date, the date of death, and the trustee's contact information with the court of the settlor's domicile county.

Does the notice of trust reveal the trust's terms?

No — the statute's required contents identify the trust and trustee without publishing the instrument. Beneficiary information rights are a separate track under §736.0813.

How does the notice relate to creditors?

It ties the trust to the decedent's court records so creditor processes can operate; §736.05053 addresses the trustee's obligations toward estate expenses and claims when the probate estate is insufficient. How this applies to a given estate is a question for a licensed Florida attorney.

Interroger sur ce sujet

Ces questions pré-rédigées ouvrent l'assistant guidé avec la question déjà remplie — vous la relisez et l'envoyez vous-même. L'assistant explique la loi de Floride en général avec des sources citées ; il ne conseille pas sur votre situation, et votre quota de questions s'applique.

  • What does §736.05055 provide about the notice of trust?
  • What does Florida law say about a trustee's duty toward the deceased settlor's creditors?
  • What does §736.05053 provide when the probate estate cannot pay its expenses?

Lectures liées

  • The duty to inform and account, in plain language
  • You were named successor trustee. What does Florida law expect?
  • Florida notice of trust
Read the notice-of-trust guide

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