{"id":1689,"date":"2026-10-17T08:06:56","date_gmt":"2026-10-17T08:06:56","guid":{"rendered":"https:\/\/trustcounsel.com\/resources\/professional-trustee-and-executor-services\/trustee-refuses-to-give-accounting-florida\/"},"modified":"2026-11-04T00:57:46","modified_gmt":"2026-11-04T00:57:46","slug":"trustee-refuses-to-give-accounting-florida","status":"publish","type":"page","link":"https:\/\/trustcounsel.com\/resources\/professional-trustee-and-executor-services\/trustee-refuses-to-give-accounting-florida\/","title":{"rendered":"Trustee Refusing an Accounting in Florida: Questions to Review"},"content":{"rendered":"\n
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Trust Litigation | Coral Gables, Florida<\/p>

Trustee Refusing an Accounting in Florida? Questions to Review First<\/h1>

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Marenco \u00b7 Published October 17, 2026<\/p>\n\n

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Trustee Refuses to Give Accounting Florida: Next Steps<\/h2>\n

Trustee accounting requests in Florida<\/strong> can depend first on what the trust instrument requires, along with applicable Florida law and the facts of each case. A trust accounting is a report from the trustee about trust property, income, expenses and distributions over a set period. Whether you can demand one depends on the governing trust instrument, applicable Florida law and the facts of each case. This guide covers the basics, how to make a written demand and the court options that may follow.<\/p>\n\n

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What a Trust Accounting Is and Who May Ask for One<\/h2>\n

For an irrevocable trust<\/a>, Fla. Stat. \u00a7 736.0813<\/a> says, subject to the governing trust instrument and applicable Florida law, that the trustee shall provide a trust accounting to each qualified beneficiary at least annually, and when the trust ends or the trustee changes. How that applies to your trust depends on the trust terms, applicable Florida law and the facts of each case.<\/p>\n

Depending on the governing trust instrument, applicable Florida law and the facts of each case, a qualified beneficiary may be able to waive that duty, and a waiver may need to be in writing. Whether a waiver can be withdrawn, and how far a withdrawal applies, also depends on those factors.<\/p>\n

Revocable trusts<\/a> may work differently under Florida accounting law, depending on the governing trust instrument, applicable law and the facts of each case. Under Fla. Stat. \u00a7 736.0603, the trustee’s duties may extend only to the settlor while the trust is revocable, depending on the governing trust instrument, applicable Florida law and the facts of each case. Under \u00a7 736.0602<\/a>, whether the settlor may revoke or amend the trust depends on the trust’s terms, including whether they expressly provide that the trust is irrevocable, on applicable Florida law, and on the facts of each case, including whether the instrument predates the Florida Trust Code’s effective date.<\/p>\n

Reporting duties for personal representatives may differ, depending on the governing will, applicable Florida law and the facts of each case. This page does not cover them in detail, because they depend on the probate estate and applicable law.<\/p>\n

What a Required Florida Trust Accounting May Include<\/h2>\n

Under Fla. Stat. \u00a7 736.08135<\/a>, a trust accounting must be a reasonably understandable report. The details can vary with the governing trust instrument, applicable Florida law and the facts of each case.<\/p>\n