A Florida Trustee’s Duty to Provide Relevant Information to Beneficiaries

A Palm Beach trustee has a present and ongoing duty to provide relevant information about the trust, and a trustee’s actions, to each beneficiary. What does this mean? Can I sue a trustee if they do not provide me, as a beneficiary, with a proper accounting? What if the trustee of my parent’s Florida trust is not doing their job properly?

• A Florida trustee has a duty to account, on a regular basis, and to otherwise show the beneficiaries the trust’s ” books”.
• Duties of trustee are fiduciary duties.
• What does this mean?
• Probate lawyers and estate planning attorneys know that these duties are among the most serious, most important and highest duties found in the law.
• The law and your beneficiaries impose great trust and confidence in you when you become a trustee.
• As such, the law subjects your conduct to the closest scrutiny.
• To learn more information, you can email amanda@phflorida.com to request a FREE copy of Pankauski’s Trustee’s Guide: 10 Steps to Family Trustee Excellence.
• You can also click here to check out Florida Statute 736.0813.