What Can I Do in Florida If a Trustee or Executor Is Mismanaging Trust Funds or Abusing Discretion? | Florida Probate | FastCounsel
FL Florida

What Can I Do in Florida If a Trustee or Executor Is Mismanaging Trust Funds or Abusing Discretion?

What legal remedies are available if the trustee/executor is not fulfilling their fiduciary duties and is mismanaging or improperly applying discretionary trust funds? - Florida

The Short Answer

In Florida, beneficiaries (and other interested persons) can ask the court to step in when a trustee or personal representative breaches fiduciary duties—especially where there is mismanagement, self-dealing, or an abuse of discretion over distributions. Remedies can include a court-ordered accounting, orders compelling proper administration, removal, and money damages (often called a surcharge) to restore losses to the trust/estate.

Why You Should Speak with an Attorney

Even when mismanagement seems obvious, these cases often turn on details like what the trust instrument allows, what was “adequately disclosed,” and whether the trustee’s discretion was exercised in good faith. Legal outcomes often depend on:

  • Strict Deadlines: Florida can impose a short limitations window (including a 6-month bar in certain circumstances after adequate disclosure), so waiting can seriously reduce your leverage. See Fla. Stat. § 736.1008.
  • Burden of Proof: You typically need financial records, distribution history, and evidence showing the fiduciary’s decisions were improper (not merely unpopular), especially with discretionary trusts.
  • Exceptions and Overlap (Trust vs. Estate): Your remedies may differ depending on whether the problem is a trustee, an executor/personal representative, or the same person wearing both hats. For estates, removal can be sought for “wasting or maladministration,” among other grounds. See Fla. Stat. § 733.504. Florida also provides for liability and fee-shifting in fiduciary breach litigation involving a personal representative. See Fla. Stat. § 733.609.

Trying to handle this alone can lead to missed deadlines, incomplete petitions, or court orders that don’t fully protect the trust/estate. A probate attorney can evaluate whether the facts support removal, a surcharge, emergency relief, or a court-supervised accounting—and can position the case to recover attorney’s fees where available.

If you want more background before speaking with counsel, you may find these helpful: trust accounting rights in Florida and challenging an executor’s accounting and recovering estate funds.

Get Connected with a Florida Attorney

Do not leave your legal outcome to chance. We can connect you with a pre-screened Probate attorney in Florida to discuss your specific facts and options.

Find a Florida Attorney Now

Disclaimer: This article provides general information under Florida law and does not create an attorney-client relationship. Laws change frequently. For legal advice specific to your situation, please consult with a licensed attorney.

The information on this site is for general informational purposes only, may be outdated, and is not legal advice; do not rely on it without consulting your own attorney.