Free, statute-anchored, for self-represented trustees
The Trustee Learning Center
Learn what Florida law actually provides — in plain language, on the real statutes — before you decide anything. The library states the law and recommends nothing.
The guides
Getting started · 6 min read
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 read
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 read
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 read
Prudent administration: the standard behind every trustee decision
§736.0804's prudent-person standard, protecting property, and the prudent-investor frame.
Distributions · 7 min read
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 read
Trustee compensation: what Florida law actually provides
“Reasonable under the circumstances,” reimbursement, and the factors that inform it.
Working together · 5 min read
Serving with a co-trustee: how Florida allocates the wheel
Majority action, dissent on the record, vacancies, and shared responsibility.
Working together · 5 min read
Hiring help: what Florida law says about delegation
What may be delegated, the selection-instruction-monitoring frame, and what stays.
Money · 6 min read
Records, receipts, and the accounting trail
The §736.0810 recordkeeping duty, the §736.08135 accounting, and why the trail matters.
Working together · 6 min read
When beneficiaries disagree: the trustee's neutral lane
Impartiality under §736.0803, and the statutory paths when positions harden.
Closing · 6 min read
Ending a trust: termination and the final steps
Ending by the trust's terms, §736.0414 small trusts, and the wind-down sequence.
The library, by question
What does the role ask of me?
Notices and accountings
Money: fees and costs
Timelines, property, and closing
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The Learning Center is general information about Florida law — not legal advice, and not a substitute for advice from a licensed Florida attorney about your specific facts. TrusteeClear is software, not a law firm.