SB 786 Florida Senate · 2026 Regular Session

Trusts

Summary

Trusts; Authorizing a trustee to obtain a settlement of his or her accounts and be discharged under certain circumstances; requiring a trustee seeking settlement and discharge to send a trust disclosure document to specified persons; providing that a trustee is discharged upon completion of distributions or transfers if no timely written objections are received and is discharged from all liability and claims arising out of any matter disclosed in the trust disclosure document, etc.

Bill status in committee 3 of 5 stages cleared

Introduction

Jan 2026

Committee Review

Feb 2026

Senate Passage

Feb 2026

House Passage

Governor

Introduced Jan 13, 2026 Last action Feb 26, 2026

Maddy AI version diff · 1 comparison

What changed between versions

S 786 Filed → S 786 c1 · 4 edits

MODERATE

The bill was updated from an original filing to a committee substitute version, changing the title to emphasize 'nonjudicial' settlement. The effective date was adjusted to February 4, 2026, and the timeline for trustee discharge was clarified to ensure the 6-month waiting period begins immediately after acceptance rather than after a 6-month delay.

Scope change

The bill's scope remains focused on trustee settlement and discharge, but the committee version clarifies the procedural timeline and adds the 'Judiciary Committee' to the authorship line.

TIMELINE

Removed the phrase 'after 6 months' to clarify that the 6-month waiting period starts immediately upon the trustee's acceptance, rather than adding an extra 6-month delay.

SCOPE

Updated the section title to explicitly include 'Nonjudicial' settlement and discharge.

REQUIREMENT

Changed the wording from 'any other person who' to 'any other person whom' for grammatical consistency in the notice requirements.

TECHNICAL

Updated document identifiers and authorship details to reflect the Committee Substitute status.

Floor votes · Senate Feb 17, 2026

How they voted

24–0

Passed

Total votes 24

Feb 17, 2026

D Democratic5

5 Yea

100% Yea

I Independent1

1 Yea

100% Yea

R Republican18

18 Yea

100% Yea

Vote distribution

All Yea All Nay Mixed No data

Full legislative history

Actions timeline

Total actions

Key actions

Committee

Feb 17, 2026

Senate · Passed

Senate Vote: pass (24-0)

senate

Feb 17, 2026

Upper · Passed

Favorable by- Rules; YEAS 24 NAYS 0

upper

Feb 12, 2026

Upper · Passed

On Committee agenda-- Rules, 02/17/26, 12:00 pm, 412 Knott Building

upper

Feb 11, 2026

Upper · Passed

Favorable by Banking and Insurance; YEAS 9 NAYS 0

upper

Feb 6, 2026

Upper · Passed

On Committee agenda-- Banking and Insurance, 02/11/26, 9:00 am, 412 Knott Building

upper

Feb 4, 2026

Upper · Passed

Pending reference review under Rule 4.7(2) - (Committee Substitute)

upper

Jan 29, 2026

Upper · Passed

On Committee agenda-- Judiciary, 02/03/26, 1:00 pm, 110 Senate Building

upper

Jan 13, 2026

Introduced

upper

Dec 16, 2025

Committee

Referred to Judiciary; Banking and Insurance; Rules

upper

1 primary · 0 co-sponsors