Fla. Stat. 736.0810
Recordkeeping and identification of trust property

(1)

A trustee shall keep clear, distinct, and accurate records of the administration of the trust.

(2)

A trustee shall keep trust property separate from the trustee’s own property.

(3)

Except as otherwise provided in subsection (4), a trustee shall cause the trust property to be designated so that the interest of the trust, to the extent feasible, appears in records maintained by a party other than a trustee or beneficiary.

(4)

If the trustee maintains records clearly indicating the respective interests, a trustee may invest as a whole the property of two or more separate trusts.

Source: Section 736.0810 — Recordkeeping and identification of trust property, https://www.­flsenate.­gov/Laws/Statutes/2024/0736.­0810 (accessed Aug. 7, 2025).

Current through Fall 2025

§ 736.0810. Recordkeeping & identification of trust property's source at flsenate​.gov