Published at
14 November 2022
As discussed in prior blog posts, trustees in Florida are responsible for carrying out their role as trustees in accordance with the terms of the trust agreement, as well as certain duties set forth under Florida’s Trust Code for Administration of Trusts in Florida. One key duty owed under Trust Code is the Florida Trustee’s Duty to Inform.
Part of the trustee’s duty to inform is the requirement to provide qualified beneficiaries with a complete copy of the trust agreement, along with any amendments thereto, upon the receipt of a reasonable request.
“Furthermore, another part of the trustee’s duty to inform is the requirement to provide qualified beneficiaries with relevant information concerning the assets and liabilities of the trust, along with other particulars relating to the administration of the trust.”
One key element in keeping beneficiaries adequately informed is providing them with fiduciary accounting. Because of how important fiduciary accountings are, we will cover this duty in the following blog post.
Here at e-Estates and Trusts, PLLC we have years of experience guiding trustees through the Trust Administration process.
Don’t go it alone… we welcome you to schedule a consultation with one of our experienced probate and trust administration attorneys.
Disclosure: The information contained in this website and blog is of a general nature and is not intended in any way to answer individual legal questions. If you have a legal question concerning your individual circumstances, please contact our firm to schedule a conference with one of our experienced attorneys. Your review of information from this website or blog does not create an attorney-client relationship, nor any legal privileges relating thereto.
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Disclosure: The information contained in this website and blog is of a general nature and is not intended in any way to answer individual legal questions. If you have a legal question concerning your individual circumstances, please contact our firm to schedule a conference with one of our experienced attorneys. Your review of information from this website or blog does not create an attorney-client relationship, nor any legal privileges relating thereto. Offices in Ocala and Sebring.
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