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HB 895FLORIDA · STATEWIDESession 2026passed_both
Passed

New Process for Trustee Settlement and Discharge

Original title: Trustee Settlement and Discharge

December 23, 2025

estates and trustslegal proceduretrustee liabilityprobate law

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Where This Stands

Introduced
Committee
Floor Vote
Passed
Signed

Currently passed_both. The next step in the legislative lifecycle is Signed.

Last action
Signed by Officers and presented to GovernorApr 21, 2026
Lead sponsor
Brian Hodgers

Procedural history

37 actions
  1. Feb 26, 2026HouseEnrolled
    Ordered enrolled
  2. Feb 26, 2026House
    In Messages
  3. Feb 26, 2026Senate
    Immediately certified
  4. Feb 26, 2026SenateFloor
    Passed; YEAS 37 NAYS 0
  5. Feb 26, 2026SenateFloor
    Read 3rd time
  6. Feb 26, 2026SenateFloor
    Read 2nd time
Show 31 earlier actions
  1. Feb 26, 2026Senate
    Substituted for CS/SB 786
  2. Feb 26, 2026Senate
    Placed on Calendar, on 2nd reading
  3. Feb 26, 2026Senate
    Withdrawn from Rules
  4. Feb 18, 2026SenateEnrolled
    Received
  5. Feb 18, 2026SenateCommittee
    Referred to Rules
  6. Feb 17, 2026Senate
    In Messages
  7. Feb 17, 2026HouseFloor
    Passed as amended; YEAS 110, NAYS 0
  8. Feb 17, 2026HouseFloor
    Read 3rd time
  9. Feb 17, 2026House
    Added to Third Reading Calendar
  10. Feb 17, 2026House
    Amendment 322807 adopted
  11. Feb 17, 2026HouseFloor
    Read 2nd time
  12. Feb 10, 2026House
    Bill added to Special Order Calendar (2/17/2026)
  13. Jan 27, 2026House
    Added to Second Reading Calendar
  14. Jan 27, 2026House
    Bill released to House Calendar
  15. Jan 27, 2026House
    Reported out of Judiciary Committee
  16. Jan 27, 2026HouseCommittee
    Favorable by Judiciary Committee
  17. Jan 23, 2026House
    Added to Judiciary Committee agenda
  18. Jan 22, 2026House
    Now in Judiciary Committee
  19. Jan 22, 2026House
    Reported out of Insurance & Banking Subcommittee
  20. Jan 21, 2026HouseCommittee
    Favorable by Insurance & Banking Subcommittee
  21. Jan 16, 2026House
    Added to Insurance & Banking Subcommittee agenda
  22. Jan 14, 2026House
    Now in Insurance & Banking Subcommittee
  23. Jan 14, 2026House
    Reported out of Civil Justice & Claims Subcommittee
  24. Jan 14, 2026HouseCommittee
    Favorable by Civil Justice & Claims Subcommittee
  25. Jan 13, 2026HouseIntroduced
    1st Reading (Original Filed Version)
  26. Jan 12, 2026House
    Added to Civil Justice & Claims Subcommittee agenda
  27. Jan 5, 2026House
    Now in Civil Justice & Claims Subcommittee
  28. Jan 5, 2026HouseCommittee
    Referred to Judiciary Committee
  29. Jan 5, 2026HouseCommittee
    Referred to Insurance & Banking Subcommittee
  30. Jan 5, 2026HouseCommittee
    Referred to Civil Justice & Claims Subcommittee
  31. Dec 23, 2025HouseIntroduced
    Filed

Version history

Only one version on file - nothing to compare yet. As later stages (committee substitute, engrossed, enrolled) are captured, the redline appears here.

View official text →

The Frame

What this does

This change allows trustees and beneficiaries to resolve trust accounts without the time and expense of a court proceeding, provided no written objections are filed within the 60-day window.

Who is mentioned in the record

Potentially affected actors named in the source documents. Mention is not a position.

Trustees

Trustees gain a new, non-court method to settle accounts and receive discharge from liability.

Trust beneficiaries

Beneficiaries receive new disclosure requirements and a 60-day window to object to a trustee's final accounting.

What changed

Current stage: passed_both.

What's next

Signed.

Summary

This bill creates a new, non-court process for trustees to finalize their accounts and be released from legal liability after a trust terminates, resigns, or is removed. Trustees must provide a detailed disclosure document to beneficiaries, who then have 60 days to object before the trustee is automatically discharged.

Key Facts

You don't have to trust us. Each fact below is taken straight from the official document - click any one to see the exact passage, highlighted in the original.

Frequently Asked Questions

Do I need to explain why I am objecting to a trustee's report?
No, the bill explicitly states that an objection does not need to state the grounds for the objection or be in any particular form.
What happens if I don't object within 60 days?
If no timely written objection is received, the trustee is discharged from all liability and claims arising from any matter adequately disclosed in the trust disclosure document.
Does this replace the court process for settling a trust?
No, the bill states this section is in addition to, and not a replacement of, existing rights of a trustee to settle accounts.

Why It Matters

This change allows trustees and beneficiaries to resolve trust accounts without the time and expense of a court proceeding, provided no written objections are filed within the 60-day window.

News Coverage

No news coverage found yet. Articles are indexed twice daily.

Voting Record

Motion succeededhouse2/26/2026Official roll call ↗

Third Reading

Total

47

Yes

43

No

0

Present

0

Not Voting

0

Abstain

0

Motion succeededhouse2/17/2026Official roll call ↗

Passage, Third Reading

Total

202

Yes

189

No

0

Present

0

Not Voting

13

Abstain

0

Full roll-call analysis →

Sponsors

Discoveries

Patterns POLISCOPE noticed across the record. These are observations to investigate, not conclusions.

policy shift100% confidence

Shift to Nonjudicial Trust Settlement

The bill formalizes a pathway for trust discharge that bypasses the court system, provided specific disclosure and notice requirements are met.

Florida Legislature

Connected Entities

organizationCivil Justice & Claims Subcommittee“A subcommittee within the Judiciary Committee.”Map →
otherHouse Calendar“The schedule of bills awaiting consideration in the House of Representatives.”Map →
organizationJudiciary Committee“A committee within the Florida Legislature.”Map →
organizationInsurance & Banking Subcommittee“A subcommittee within the Judiciary Committee.”Map →
organizationFlorida Legislature“The legislative body responsible for enacting laws.”Map →
organizationRules Committee“A committee responsible for scheduling legislation for debate.”Map →

Sources

Open source document

openstates.org

Analysis Score

0–100
  • Significance65
    How much this matters to a regular citizen
  • Controversy10
    Intensity of disagreement among stakeholders
  • Entertainment5
    Compellingness for a non-policy-wonk reader
  • Buzz15
    Current news / social attention level

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