bf8b4e475b
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
109 lines
5.4 KiB
Markdown
109 lines
5.4 KiB
Markdown
---
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type: "Bill"
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title: "Trustee Settlement and Discharge"
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description: "Trustee Settlement and Discharge; 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."
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jurisdiction: "us/states/fl"
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legislature: "Florida Legislature"
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session: "2026"
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identifier: "HB 895"
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citation: "Florida HB 895 (2026)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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chapter_law: "2026-54"
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primary_sponsors: ["Fabricio", "Hodgers"]
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version_count: 3
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action_count: 40
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vote_count: 5
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first_action: "2025-12-23"
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last_action: "2026-04-30"
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source: "openstates"
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source_identifier: "ocd-bill/92f0ab00-24df-4b52-a1b4-6c1ccab398f5"
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source_url: "https://flsenate.gov/Session/Bill/2026/895/ByCategory"
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source_hash: "2cc16d291b8ebb501cd881ea5df2a499680ae3710b108690d2638d9779961e13"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-fl"]
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---
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# Florida HB 895 (2026) — Trustee Settlement and Discharge
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Trustee Settlement and Discharge; 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.
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**Enacted** — Laws of Florida, Chapter 2026-54.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **H 895 Filed** (filed) — [source](https://flsenate.gov/Session/Bill/2026/895/BillText/Filed/PDF)
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2. **H 895 e1** (engrossed) — [source](https://flsenate.gov/Session/Bill/2026/895/BillText/e1/PDF)
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3. **H 895 er** (enrolled) — [source](https://flsenate.gov/Session/Bill/2026/895/BillText/er/PDF)
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## Votes
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- Favorable (Insurance & Banking Subcommittee) — **16–0** (pass) · lower
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- Favorable (Judiciary Committee) — **19–0** (pass) · lower
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- Favorable (Civil Justice & Claims Subcommittee) — **17–0** (pass) · lower
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- Passage, Third Reading — **110–0** (pass) · lower
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- Third Reading — **37–0** (pass) · upper
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## Sponsors
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- Fabricio — primary (person)
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- Hodgers — primary (person)
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- Gantt — cosponsor (person)
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- Valdés — cosponsor (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2025-12-23** Filed `filing`
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- **2026-01-05** Referred to Civil Justice & Claims Subcommittee `referral-committee`
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- **2026-01-05** Referred to Insurance & Banking Subcommittee `referral-committee`
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- **2026-01-05** Referred to Judiciary Committee `referral-committee`
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- **2026-01-05** Now in Civil Justice & Claims Subcommittee
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- **2026-01-12** Added to Civil Justice & Claims Subcommittee agenda
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- **2026-01-13** 1st Reading (Original Filed Version) `filing, reading-1`
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- **2026-01-14** Favorable by Civil Justice & Claims Subcommittee `committee-passage-favorable`
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- **2026-01-14** Reported out of Civil Justice & Claims Subcommittee
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- **2026-01-14** Now in Insurance & Banking Subcommittee
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- **2026-01-16** Added to Insurance & Banking Subcommittee agenda
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- **2026-01-21** Favorable by Insurance & Banking Subcommittee `committee-passage-favorable`
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- **2026-01-22** Reported out of Insurance & Banking Subcommittee
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- **2026-01-22** Now in Judiciary Committee
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- **2026-01-23** Added to Judiciary Committee agenda
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- **2026-01-27** Favorable by Judiciary Committee `committee-passage-favorable`
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- **2026-01-27** Reported out of Judiciary Committee
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- **2026-01-27** Bill released to House Calendar
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- **2026-01-27** Added to Second Reading Calendar
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- **2026-02-10** Bill added to Special Order Calendar (2/17/2026)
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- **2026-02-17** Read 2nd time `reading-2`
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- **2026-02-17** Amendment 322807 adopted
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- **2026-02-17** Added to Third Reading Calendar
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- **2026-02-17** Read 3rd time `reading-3`
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- **2026-02-17** Passed as amended; YEAS 110, NAYS 0 `passage`
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- **2026-02-17** In Messages
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- **2026-02-18** Referred to Rules `referral-committee`
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- **2026-02-18** Received `enrolled`
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- **2026-02-26** Withdrawn from Rules `withdrawal`
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- **2026-02-26** Placed on Calendar, on 2nd reading
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- **2026-02-26** Substituted for CS/SB 786
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- **2026-02-26** Read 2nd time `reading-2`
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- **2026-02-26** Read 3rd time `reading-3`
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- **2026-02-26** Passed; YEAS 37 NAYS 0 `passage`
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- **2026-02-26** Immediately certified
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- **2026-02-26** In Messages
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- **2026-02-26** Ordered enrolled `enrolled`
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- **2026-04-21** Signed by Officers and presented to Governor `executive-receipt`
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- **2026-04-29** Approved by Governor `executive-signature`
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- **2026-04-30** Chapter No. 2026-54
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/92f0ab00-24df-4b52-a1b4-6c1ccab398f5`. Confidence: reported (aggregated from official Florida legislature records).
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