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Florida Notice of Trust

When a settlor of a revocable Trust dies, Florida law requires a Notice of Trust to be filed with the court in the county of the decedent's domicile. It's a short filing — separate from a Trustee's broader duty to inform and account to qualified beneficiaries — and getting the sequence right early matters.

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The governing provisions

  • Notice of Trust

    § 736.05055 ↗

    After the settlor's death, the trustee of certain trusts must file a Notice of Trust with the court of the settlor's domicile and the court handling the estate, including settlor name, date of death, trust title/date, and trustee name/address.

  • 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.

Related reading

  • Notice to Trust beneficiaries in Florida →
  • Florida Trust accounting duties →
  • Florida Trustee duties overview →

This page is general information about Florida law, not legal advice, and does not create an attorney-client relationship.

Frequently asked questions

What is a Notice of Trust in Florida?
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A Notice of Trust is a document filed with the clerk of court under §736.05055 after the settlor of a revocable trust dies. It states the settlor's name, the existence of the trust, and the trustee — coordinating the trust with any probate of the settlor's estate.
Who files the Notice of Trust, and when?
Generally, the trustee files the Notice of Trust with the court of the county where the settlor resided, upon the settlor's death (§736.05055). This is general information, not legal advice — timing questions are well suited to attorney review.
Is a Notice of Trust the same as notifying the beneficiaries?
No. The Notice of Trust (§736.05055) is filed with the court for creditor and probate coordination; the duty to notify qualified beneficiaries is a separate requirement under §736.0813.

General information about Florida law, not legal advice.

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    • TrusteeClear. General information about Florida Trustee duties, not legal advice. Using these tools does not create an attorney-client relationship. AI organizes and drafts; TrusteeClear never files or sends anything on your behalf. Where attorney review happens, it is your firm's attorney or an independent attorney you engage directly. AI observations and chat are informational only — not legal advice, and not attorney-reviewed.