Florida Senate - 2025                              CS for SB 520
       
       
        
       By the Committee on Judiciary; and Senator Burgess
       
       
       
       
       
       590-02591-25                                           2025520c1
    1                        A bill to be entitled                      
    2         An act relating to curators of estates; amending s.
    3         733.501, F.S.; revising the requirements for a court
    4         to appoint a curator of certain estates; providing
    5         that a curator has specified authority and duties;
    6         providing the circumstances in which a curator must
    7         take into its custody the estate of specified
    8         decedents or persons; requiring a curator to act as
    9         trustee when appointed by the court; requiring a
   10         curator to post a reasonable bond, determined by the
   11         court; providing an exception; providing that a
   12         curator is subject to removal and surcharge by the
   13         court; requiring a curator to file periodic reports
   14         with the court; requiring that certain details be
   15         included in such reports; requiring the court to
   16         review such reports at regular intervals; authorizing
   17         the court to require more frequent reporting or
   18         additional documents under certain circumstances;
   19         providing construction; making technical changes;
   20         reenacting s. 90.5021(1), F.S., relating to fiduciary
   21         lawyer-client privilege, to incorporate the amendment
   22         made to s. 733.501, F.S., in a reference thereto;
   23         providing an effective date.
   24          
   25  Be It Enacted by the Legislature of the State of Florida:
   26  
   27         Section 1. Section 733.501, Florida Statutes, is amended to
   28  read:
   29         733.501 Curators.—
   30         (1) APPOINTMENT OF A CURATOR.—
   31         (a)When it is necessary, The court may appoint a curator
   32  at any time with notice to interested persons as the court deems
   33  appropriate after formal notice to the person apparently
   34  entitled to letters of administration. The curator may be
   35  authorized to perform any duty or function of a personal
   36  representative.
   37         (b) If there is significant great danger that any of the
   38  decedent’s property is likely to be wasted, destroyed, or
   39  removed beyond the jurisdiction of the court and if the
   40  appointment of a curator would be delayed by giving notice, the
   41  court may appoint a curator without giving notice.
   42         (c) In any other proper case, the court may appoint a
   43  curator when deemed necessary to protect the interest of the
   44  estate or a decedent’s heirs.
   45         (2) AUTHORITY AND DUTIES OF THE CURATOR.—
   46         (a) The curator has the same authority and powers as set
   47  forth in this part.
   48         (b) The curator must take into its custody the estate of a
   49  decedent or a person in any of the following circumstances:
   50         1. When a decedent dies intestate in the county without
   51  heirs.
   52         2. When a decedent dies leaving a will, and the personal
   53  representative named is absent or fails to qualify.
   54         3. When an unknown decedent dies or is found dead in the
   55  county.
   56         4. For any other cause in which the court finds it
   57  necessary to protect the estate from injury, waste, theft, loss,
   58  or mismanagement.
   59         (c) The curator shall act as trustee when appointed by the
   60  court Bond shall be required of the curator as the court deems
   61  necessary. No bond shall be required of banks and trust
   62  companies as curators.
   63         (3) BOND REQUIREMENTS.—Curators must post a reasonable
   64  bond, to be determined by the court. However, bonds are not
   65  required for banks and trust companies that serve as curators.
   66         (4) COMPENSATION.—Curators are shall be allowed reasonable
   67  compensation for their services, and the court may consider the
   68  provisions of s. 733.617.
   69         (5)(4)REMOVAL AND SURCHARGE.—Curators are shall be subject
   70  to removal and surcharge by the court.
   71         (6) PERIODIC COURT REVIEW.—
   72         (a) The curator shall file periodic reports with the court.
   73  Such reports must detail the actions taken by the curator in
   74  managing the estate. The court shall review such reports at
   75  regular intervals to ensure that the curator is effectively
   76  managing the estate and fulfilling its duties.
   77         (b) The court may require more frequent reporting or
   78  additional documentation as it deems necessary to protect the
   79  interests of the estate.
   80         (7) CONSISTENT TERMINOLOGY.—For clarity and to avoid
   81  confusion, the term “curator” is used consistently throughout
   82  this part to refer to the appointed entity responsible for
   83  managing the estate.
   84         Section 2. For the purpose of incorporating the amendment
   85  made by this act to section 733.501, Florida Statutes, in a
   86  reference thereto, subsection (1) of section 90.5021, Florida
   87  Statutes, is reenacted to read:
   88         90.5021 Fiduciary lawyer-client privilege.—
   89         (1) For the purpose of this section, a client acts as a
   90  fiduciary when serving as a personal representative or a trustee
   91  as defined in ss. 731.201 and 736.0103, an administrator ad
   92  litem as described in s. 733.308, a curator as described in s.
   93  733.501, a guardian or guardian ad litem as defined in s.
   94  744.102, a conservator as defined in s. 710.102, or an attorney
   95  in fact as described in chapter 709.
   96         Section 3. This act shall take effect July 1, 2025.