Florida legislation · 2026 Regular Session
Florida H895: Trustee Settlement and Discharge
Status: Chaptered, April 30, 2026
Authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; providing that a trustee is discharged upon completion of distributions or transfers if no timely written objections are received and is discharged from all liability and claims arising out of any matter disclosed in the trust disclosure document, etc.
What the bill says
An act relating to trustee settlement and discharge; creating s. 736.10081, F.S.; authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; requiring that certain information be included in the trust disclosure document; requiring that the trust disclosure document and any objections be sent with a certain notice; providing applicability; providing that an objection need not state the grounds for the objection…
From the enrolled text, February 26, 2026:
An act relating to trustee settlement and discharge; creating s. 736.10081, F.S.; authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; requiring that certain information be included in the trust disclosure document; requiring that the trust disclosure document and any objections be sent with a certain notice; providing applicability; providing that an objection need not state the grounds for the objection; providing that a trustee is discharged upon completion of distributions or transfers if no timely written objections are received and is discharged from all liability and claims arising out of any matter disclosed in the trust disclosure document; providing that a waiver of the right to object is treated as an expiration of the timeframe to object; providing construction; providing applicability; providing an effective date. Be It Enacted by the Legislature of the State of Florida: Section 1. Section 736.10081, Florida Statutes, is created words underlined are additions. hb895 -01-er FLORIDAHOUSEOFREPRESENTATIVES HB 895, Engrossed 1 2026 Legislature to read: 736.10081 Nonjudicial settlement and discharge of a trustee; disclosure; objections.-- (1) A trustee who is in substantial compliance with the duty to inform and account under s. 736.0813 may obtain a settlement of his or …