---
title: "Table trust expenses without deciding they are reasonable"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/extract-trust-expenses-claimed-under-the-trustee-s-indemnity/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-JU20261022-6-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Table trust expenses without deciding they are reasonable

> The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires a trustee to incur only reasonable expenses.…

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/extract-trust-expenses-claimed-under-the-trustee-s-indemnity/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Trusts & Estate Planning](https://ailawframework.com/practice/trusts-and-estate-planning.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| How AI is used | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires a trustee to incur only reasonable expenses. From the ledger and invoices the lawyer supplies, build a table of date, payee, amount, description, and the document reference for each expense the trustee proposes to retain. Do not decide whether the expense is reasonable. |
| What the lawyer must review | The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires that the trustee incur only expenses that are reasonable in relation to the trust property, the purposes of the trust, and the skills of the trustee. The tool builds the table from the documents supplied. It does not mark an expense as proper or improper. The lawyer decides reasonableness. |
| Written for | United States |
| Applies to | [Extract trust expenses claimed under the trustee's indemnity](https://ailawframework.com/practice/trusts-and-estate-planning/extract-trust-expenses-claimed-under-the-trustee-s-indemnity.md) |

## Checking plan

- What the AI does: The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0805 requires a trustee to incur only reasonable expenses. From the ledger and invoices the lawyer supplies, build a table of date, payee, amount, description, and the document reference for each expense the trustee proposes to retain. Do not decide whether the expense is reasonable.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Wills, intestacy and probate are state law; confirm the governing state before relying on this.
- The Florida example is 2025 Florida Statutes text. The Senate site says the text is unverified. Another state's statute was not opened.
- Do not decide that an expense may be retained. A reimbursement statute was not opened.

## Sources

- [Florida Statutes section 736.0805, Expenses of administration](https://www.flsenate.gov/Laws/Statutes/2025/736.0805) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*