---
title: "Record trustee notices and write no distribution notice"
url: "https://ailawframework.com/practice/trusts-and-estate-planning/prepare-the-notice-to-a-beneficiary-before-a-distribution-that-follows-j/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A19-JU20261022-10-US"
practice_area: "Trusts & Estate Planning"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# Record trustee notices and write no distribution notice

> The rule is state law, and the lawyer must confirm which state's law governs. For example, Florida Statutes s 736.0813 requires a trustee to keep qualified beneficiaries informed, including notices within 60 days.…

Canonical page: https://ailawframework.com/practice/trusts-and-estate-planning/prepare-the-notice-to-a-beneficiary-before-a-distribution-that-follows-j/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 736.0813 requires a trustee to keep qualified beneficiaries informed, including notices within 60 days. Record whether the file contains a notice of acceptance of the trust and a notice that the trust is or has become irrevocable, and the dates. Write no notice and do not send one. |
| 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 736.0813 says the trustee shall keep the qualified beneficiaries reasonably informed. Within 60 days after acceptance, the trustee shall give notice of the acceptance, the trustee's full name and address, and that the fiduciary lawyer-client privilege in section 90.5021 applies. Within 60 days after the trustee acquires knowledge of the creation of an irrevocable trust, or knowledge that a formerly revocable trust has become irrevocable, the trustee shall give notice of the trust's existence, the identity of the settlor, the right to request a copy of the trust instrument, the right to accountings, and that privilege. A qualified beneficiary may request a complete copy. An irrevocable-trust trustee shall provide an accounting at least annually and on termination or change of trustee, with the family-trust-company exception stated in paragraph (1)(d). The definition of qualified beneficiary was not on this page. Paragraph (1)(e) was not fully read and is not stated. This section does not require a statement of judicial advice before a conveyance. The tool writes nothing that is sent. |
| Written for | United States |
| Applies to | [Prepare the notice to a beneficiary before a distribution that follows judicial advice](https://ailawframework.com/practice/trusts-and-estate-planning/prepare-the-notice-to-a-beneficiary-before-a-distribution-that-follows-j.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 736.0813 requires a trustee to keep qualified beneficiaries informed, including notices within 60 days. Record whether the file contains a notice of acceptance of the trust and a notice that the trust is or has become irrevocable, and the dates. Write no notice and do not send one.
- 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 draft a pre-distribution notice. This section does not require one. Do not apply the 60-day count until the lawyer identifies the qualified beneficiaries.

## Sources

- [Florida Statutes section 736.0813, Duty to inform and account](https://www.flsenate.gov/Laws/Statutes/2025/736.0813) (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.*