Skip to content

For firms For Trustees Security Resources

EnglishSign in

Read the Trust

Map the deadlines

Identify qualified beneficiaries

Run AI analysis

Flag homestead risk

Draft the notices

Detect funding gaps

Attorney approves

File Notice of Trust

Serve beneficiaries

Record acknowledgment

Track the accounting

Trustee compensation

Send for signature

Build the audit trail

Guide the Trustee

Spin up the matter

Activate on death

Capture the work

Co-trustee approval

Close the matter

Florida Trustee resources

Plain-English guides to the role and duties of a Florida Trustee. General information, not legal advice.

Prefer a tailored answer? Start the free role check.

Start the free role check

Start here

What to do if you've been named Trustee →
After a death: a calmer starting point (bilingual) →
Florida successor Trustee: accepting the role →
Successor Trustee readiness check →

Duties & responsibilities

Florida Trustee duties overview →
Florida Trustee powers →
Florida Trust accounting →

Notices & filings

Florida Notice of Trust →
Notice to Trust beneficiaries →

Money, fees & winding up

The §736.1007 attorney fee, explained →
Florida Trustee compensation: §736.0708, explained →
Executing a Trust termination in Florida →

Are you a Florida Estate-Planning firm? See TrusteeClear for firms →

TrusteeClear

The Florida successor-trustee layer for Estate-Planning firms — and the Trustees they serve.

For firms

Overview
AI Trustee intake
Firm pricing
Security
Partners

For Trustees

Overview
Free role check
Trustee pricing
After a death
Duties packet

Resources

Trustee resources
Trustee duties
Notice of Trust
Trust accounting

Company

Terms
Privacy
Data processing (DPA)
Security & Trust

TrusteeClear. General information about Florida Trustee duties, not legal advice. Using these tools does not create an attorney-client relationship. AI organizes and drafts; a Florida attorney reviews and approves before anything is finalized or sent.