Florida Senate - 2026                              CS for SB 326
       
       
        
       By the Committee on Judiciary; and Senator Burgess
       
       
       
       
       
       590-02446-26                                           2026326c1
    1                        A bill to be entitled                      
    2         An act relating to curators of estates; amending s.
    3         733.501, F.S.; revising the authorization for a court
    4         to appoint a curator of estates; revising bond
    5         requirements for a curator of estates; clarifying who
    6         may subject a curator of estates to removal and
    7         surcharge; requiring a curator to file reports with
    8         the court in specified circumstances; requiring that
    9         certain details be included in such reports; requiring
   10         the court to review such reports; authorizing the
   11         court to require more frequent reporting or additional
   12         documents under certain circumstances; reenacting s.
   13         90.5021(1), F.S., relating to fiduciary lawyer-client
   14         privilege, to incorporate the amendment made to s.
   15         733.501, F.S., in a reference thereto; providing an
   16         effective date.
   17          
   18  Be It Enacted by the Legislature of the State of Florida:
   19  
   20         Section 1. Section 733.501, Florida Statutes, is amended to
   21  read:
   22         733.501 Curators.—
   23         (1) APPOINTMENT OF A CURATOR.—When it is necessary, the
   24  court may appoint a curator after formal notice to the person
   25  apparently entitled to letters of administration as follows:
   26         (a)The court may appoint a curator at any time with notice
   27  to other interested persons as the court deems appropriate. The
   28  curator may be authorized to perform any duty or function of a
   29  personal representative.
   30         (b) If there is significant great danger that any of the
   31  decedent’s property is likely to be wasted, destroyed, or
   32  removed beyond the jurisdiction of the court and if the
   33  appointment of a curator would be delayed by giving notice, the
   34  court may appoint a curator without giving notice to other
   35  interested persons.
   36         (c)In any other proper case, the court may appoint a
   37  curator when deemed necessary to protect the interests of an
   38  estate or a decedent’s heirs.
   39         (2) BOND REQUIREMENTS.—Unless waived by the court, curators
   40  must post a reasonable bond in an amount to be determined by the
   41  court. However, bonds are not required for banks and trust
   42  companies that serve as curators Bond shall be required of the
   43  curator as the court deems necessary. No bond shall be required
   44  of banks and trust companies as curators.
   45         (3) COMPENSATION.—Curators are shall be allowed reasonable
   46  compensation for their services, and the court may consider the
   47  provisions of s. 733.617.
   48         (4) REMOVAL AND SURCHARGE.—Curators are shall be subject to
   49  removal and surcharge by the court.
   50         (5)COURT REVIEW.—
   51         (a)The curator shall file reports with the court when the
   52  court deems it necessary. Such reports must detail the actions
   53  taken by the curator in managing the estate. The court shall
   54  review such reports to ensure that the curator is effectively
   55  managing the estate and fulfilling its duties.
   56         (b)The court may require more frequent reporting or
   57  additional documentation as it deems necessary to protect the
   58  interests of the estate.
   59         Section 2. For the purpose of incorporating the amendment
   60  made by this act to section 733.501, Florida Statutes, in a
   61  reference thereto, subsection (1) of section 90.5021, Florida
   62  Statutes, is reenacted to read:
   63         90.5021 Fiduciary lawyer-client privilege.—
   64         (1) For the purpose of this section, a client acts as a
   65  fiduciary when serving as a personal representative or a trustee
   66  as defined in ss. 731.201 and 736.0103, an administrator ad
   67  litem as described in s. 733.308, a curator as described in s.
   68  733.501, a guardian or guardian ad litem as defined in s.
   69  744.102, a conservator as defined in s. 710.102, or an attorney
   70  in fact as described in chapter 709.
   71         Section 3. This act shall take effect July 1, 2026.