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Read the Trust

Map the deadlines

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Flag homestead risk

Draft the notices

Detect funding gaps

Attorney approves

File Notice of Trust

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Florida Trustee resources

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

Last updated July 18, 2026

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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 →

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EstateDraft

The Texas estate-planning platform — white-label drafting, probate, the Opposing Counsel Pass™, and the TrusteeClear™ successor-trustee module. Software, not a law firm.

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EstateDraft. EstateDraft is software, not a law firm, and provides general legal information, not legal advice. These products are not a substitute for the advice of an attorney. Using these tools does not create an attorney-client relationship. Your documents are prepared by gated AI and pressure-tested by the Opposing Counsel Pass™ — an AI review, not a lawyer. A licensed-attorney review is an optional add-on and is not included.