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SB 786FLORIDA · STATEWIDESession 2026Laid on Table, refer to HB 895

New Process for Settling Trust Accounts

Original title: Trusts

December 8, 2025

estates and trustslegal proceduretrustee liabilityfiduciary duty

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Where This Stands

Currently Laid on Table, refer to HB 895. The next step in the legislative lifecycle is Introduced.

Procedural history

18 actions
  1. Feb 26, 2026Senate
    Laid on Table, refer to HB 895
  2. Feb 26, 2026Senate
    Substituted HB 895
  3. Feb 26, 2026SenateFloor
    Read 2nd time
  4. Feb 23, 2026Senate
    Placed on Special Order Calendar, 02/26/26
  5. Feb 18, 2026Senate
    Placed on Calendar, on 2nd reading
  6. Feb 17, 2026SenateCommittee
    Favorable by- Rules; YEAS 24 NAYS 0
Show 12 earlier actions
  1. Feb 12, 2026Senate
    On Committee agenda-- Rules, 02/17/26, 12:00 pm, 412 Knott Building
  2. Feb 11, 2026Senate
    Now in Rules
  3. Feb 11, 2026SenateCommittee
    Favorable by Banking and Insurance; YEAS 9 NAYS 0
  4. Feb 6, 2026Senate
    On Committee agenda-- Banking and Insurance, 02/11/26, 9:00 am, 412 Knott Building
  5. Feb 4, 2026Senate
    Now in Banking and Insurance
  6. Feb 4, 2026Senate
    CS by Judiciary read 1st time
  7. Feb 4, 2026Senate
    Pending reference review under Rule 4.7(2) - (Committee Substitute)
  8. Feb 3, 2026Senate
    CS by Judiciary; YEAS 11 NAYS 0
  9. Jan 29, 2026Senate
    On Committee agenda-- Judiciary, 02/03/26, 1:00 pm, 110 Senate Building
  10. Jan 13, 2026SenateIntroduced
    Introduced
  11. Dec 16, 2025SenateCommittee
    Referred to Judiciary; Banking and Insurance; Rules
  12. Dec 8, 2025SenateIntroduced
    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 bill establishes a formal pathway for trustees to finalize their duties and limit their personal legal exposure without needing to go to court, provided they follow specific disclosure requirements and beneficiaries do not object.

Who is mentioned in the record

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

Trustees

Trustees gain a new legal mechanism to settle accounts and obtain discharge from liability without court intervention.

Qualified beneficiaries

Beneficiaries receive new disclosure requirements and a 60-day window to object to a trustee's proposed distribution plan.

What changed

Last recorded activity December 8, 2025.

What's next

Introduced.

Summary

This bill creates a new, non-judicial process for trustees to settle their accounts and be released from future legal liability when a trust terminates, a trustee resigns, or a trustee is removed. Trustees can be discharged from claims related to their management of the trust if they provide specific financial disclosures to beneficiaries and receive no written objections within 60 days.

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

Does this bill require me to go to court to settle a trust?
No, this bill creates a 'non-judicial' process, meaning it allows for settlement and discharge of a trustee without a court order, provided the trustee follows the disclosure requirements and no objections are raised.
What happens if I object to the trustee's plan?
If the trustee receives a written objection within 60 days of sending the disclosure document, the non-judicial discharge process under this section does not apply.
What information must the trustee provide to me?
The trustee must provide a trust disclosure document containing their contact information, a plan of distribution (including assets, debts, expenses, taxes, and reserves), a trust accounting, and a statement regarding the status of the trust.

Why It Matters

This bill establishes a formal pathway for trustees to finalize their duties and limit their personal legal exposure without needing to go to court, provided they follow specific disclosure requirements and beneficiaries do not object.

News Coverage

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

Lobbying Activity

1607 STRATEGIES, LLC

on behalf of CAPITAL ONE FINANCIAL CORPORATION

2026

BANKINGLABOR ISSUES/ANTITRUST/WORKPLACETAXATION/INTERNAL REVENUE CODE

“Issues relating to capital requirements under Basel III. Issues relating to capital requirements for large banks. Issues related to anti-trust matters. Issues related to interest rate caps. S. 1838, Credit Card Competition Act of 2023, all provisions. Issues related to fraud and scam prevention.”

View filing →

1607 STRATEGIES, LLC

on behalf of American Fintech Council

2026

FINANCIAL INSTITUTIONS/INVESTMENTS/SEC

“Issues related to fintech and banks-as-a-service, earned wage access, fintech legislation, and online lending. Issues related to earned wage access. H.R.940, FAIR Exams Act, all provisions. H.R. 4437, Supervisory Modifications for Appropriate Risk-based Testing Act of 2025 (SMART Act of 2025), all provisions. H.R. 4478, Tailored Regulatory Updates for Supervisory Testing Act of 2025 (TRUST Act of 2025), all provisions.”

View filing →

on behalf of The Pew Charitable Trusts

2026

Senate LDAView filing →

on behalf of Florida Municipal Insurance Trust

2026

Senate LDAView filing →

on behalf of Florida Municipal Insurance Trust

2026

Senate LDAView filing →

POLITICO GROUP

on behalf of ELECTRICAL CONTRACTORS OF CALIFORNIA TRUST

Senate LDAView filing →

POLITICO GROUP

on behalf of ELECTRICAL CONTRACTORS OF CALIFORNIA TRUST

Senate LDAView filing →

CRISCIONE JOE V.

on behalf of HEALTH TRUST THE

Senate LDAView filing →

DOWD RELATIONS

on behalf of CAPITOL TOWERS TRUST UNITS 123

Senate LDAView filing →

DOWD RELATIONS

on behalf of CAPITOL TOWERS TRUST UNITS 123

Senate LDAView filing →

Voting Record

Motion succeededsenate2/17/2026Official roll call ↗

Favorable

Total

28

Yes

28

No

0

Present

0

Not Voting

0

Abstain

0

Motion succeededsenate2/11/2026Official roll call ↗

Favorable

Total

12

Yes

11

No

0

Present

0

Not Voting

0

Abstain

0

Motion succeededsenate2/3/2026legiscanOfficial roll call ↗

Favorable with Committee Substitute

Total

11

Yes

11

No

0

Present

0

Not Voting

0

Abstain

0

Full roll-call analysis →

Sponsors

Discoveries

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

policy shift90% confidence

Shift toward non-judicial trust administration

The bill formalizes a pathway to bypass court oversight for trust settlements, prioritizing efficiency in estate administration.

Florida Legislature

Connected Entities

organizationRules“The committee reviewing the bill.”Map →
bill_numberHB 895“The official name of the bill being considered.”Map →
locationKnott Building“Location of a committee meeting.”Map →
locationSenate Building“Location of a committee meeting.”Map →
organizationBanking and Insurance“The committee reviewing the bill.”Map →
organizationJudiciary“The committee reviewing the bill.”Map →

Sources

Open source document

openstates.org

Analysis Score

0–100
  • Significance65
    How much this matters to a regular citizen
  • Controversy15
    Intensity of disagreement among stakeholders
  • Entertainment5
    Compellingness for a non-policy-wonk reader
  • Buzz10
    Current news / social attention level

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