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Florida Statute 736.1007: The Trustee Lawyer, Paid by the Trust

A revocable trust becomes irrevocable when the settlor dies, and somebody has to administer it. The lawyer the trustee hires for that work is entitled to be paid from the trust, and no court order is needed.

Here is what the section covers, how extraordinary services differ from ordinary ones, and why the year of the statute matters more here than on most pages.

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Quick Overview

When someone dies leaving a revocable trust, the trustee hires a lawyer to administer it. Section 736.1007 says that lawyer is entitled to reasonable compensation from the trust for those services, without anyone having to sue. It is the ordinary administration provision, distinct from the fee statutes that apply when there is a fight, and it separates routine work from what the statute calls extraordinary services. It has been amended three times, so the year of any case you read matters.

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Below, we walk through the 5 issues that decide whether this is the right move for you. Jump to any one.

  1. What Section 736.1007 Covers The trustee lawyer, in ordinary administration, paid from the trust without a court order.
  2. Ordinary Services and Extraordinary Ones The statute separates the routine job from the unusual one, and litigation is on the second list.
  3. The Benefit Question, Where It Overlaps A Florida court quoted this section beside its neighbour and set one condition for both.
  4. Three Amendments, and Why the Year Matters This section has moved more than the others around it. A case from 2011 may not describe it now.
  5. What Florida Courts Have Not Decided Four decisions cite it, and none really construes it.

That’s the quick version. The details below are what decide your situation, and where the costly mistakes hide.

What Section 736.1007 Covers

This is the provision that pays the lawyer who does the ordinary work after a death. Florida’s Fourth District quoted the operative sentence in 2012.

Section 736.1007 states that "[i]f the trustee of a revocable trust retains an attorney to render legal services in connection with the initial administration of the trust, the attorney is entitled to reasonable compensation for those legal services." § 736.1007(1), Fla. Stat. (2011).

Jervis v. Tucker, 82 So. 3d 126 (Fla. 4th DCA 2012).

Two features distinguish it from the rest of the fee cluster. It is an entitlement, not an application to a court. And it attaches to initial administration, the ordinary sequence of work that follows a settlor’s death, rather than to litigation.

In practice that means a trustee can retain counsel and the trust can pay, without a hearing, without beneficiary consent, and without anyone having done anything wrong. That is deliberate. Trust administration should not require a court proceeding to fund itself.

Ordinary Services and Extraordinary Ones

The statute separates the routine job from the unusual one. In addition to compensation for ordinary services, the trustee’s attorney is allowed further reasonable compensation for extraordinary service, and the statute gives a list of examples which is expressly not exhaustive.

Involvement in a trust contest is on that list. So is the kind of work that goes beyond collecting assets and filing returns.

That structure matters to both sides. For a trustee’s lawyer it means unusual work is not swallowed by an ordinary fee. For a beneficiary it means a bill that looks large may be two bills, and the question to ask is which services are being charged as extraordinary and why.

We describe the extraordinary services provision rather than quoting it here, because the most readily available online rendering of the Florida decision quoting it contains a bracketing error, and we would rather point you at the Legislature’s own text than reproduce a corrupted passage.

The Benefit Question, Where It Overlaps

In 2012 the Fourth District dealt with a fee motion that invoked this section and its neighbours together, quoted both, and then applied one condition.

We hold that if the trial court finds that counsel for appellant benefitted the trust, not just his client, through his representation, Jervis is entitled to attorneys' fees, pursuant to Florida Statutes.

Jervis v. Tucker, 82 So. 3d 126 (Fla. 4th DCA 2012).

That sentence is doing work across the fee cluster rather than for one section, and it is the single most quoted idea in this area, namely that the trust pays for work that helped the trust.

The same case is the anchor of our page on section 736.1005, where the benefit condition sits most naturally.

Three Amendments, and Why the Year Matters

This section has been amended three times since the Trust Code took effect on July 1, 2007, once in 2010, once in 2016 and once in 2021.

That is more movement than the provisions around it, and it has a practical consequence. A decision construing this section is construing the version the court had in front of it. The 2012 case quoted above applies the 2011 text, which predates two of the three amendments.

The histories of the neighbouring provisions differ again, which is why a general statement that the trust fee rules changed in some year is nearly always wrong until you name the section. Sections 736.1005 and 736.1006 were amended in 2015. Section 736.1004 has never been amended at all.

What Florida Courts Have Not Decided

On August 13, 2026 we searched Florida state and federal decisions for this section number, restricted to Florida courts, and found four records. Those resolve to three decisions, because one appears twice in the database as both a slip opinion and a reporter version.

None of them really construes the section. The 2012 Fourth District decision quotes subsection (1) and decides entitlement on the benefit condition it shares with the neighbouring provision. The 2015 Fourth District decision quotes the extraordinary services provision but decides the appeal on whether an objection to pleading had been waived. A federal decision cites the section in passing.

So we located no Florida decision construing what initial administration means, what makes a service extraordinary, or how reasonable compensation is measured under this section. Those questions are answered in practice by the trial courts and by fee agreements, not by appellate authority.

A section-number search does not find decisions that discuss a provision without naming it, and we have not run a citator pass.

Administering a trust after a death

The initial administration has its own fee provision and its own disclosure expectations. Tell us where you are and we will quote a flat fee.

Frequently Asked Questions

Who Pays the Trustee s Lawyer in Florida?

The trust does, for ordinary administration. Section 736.1007(1) provides that if the trustee of a revocable trust retains an attorney to render legal services in connection with the initial administration of the trust, the attorney is entitled to reasonable compensation for those legal services. That is an entitlement rather than an application, and it does not require a court order or anybody s consent. It is the trust equivalent of the probate provision for an estate lawyer.

What Counts as Initial Administration?

The work that follows the settlor s death and turns a revocable trust into an administered one. Identifying and collecting assets, dealing with creditors and taxes, giving the notices the Code requires, and making distributions. The section is aimed at that ordinary sequence. Where the work stops being ordinary, the statute has a separate route for extraordinary services, and litigation over the trust is expressly on that list.

What Are Extraordinary Services?

A separate category with separate compensation. The statute provides that in addition to fees for ordinary services, the trustee s attorney is allowed further reasonable compensation for extraordinary service, and gives a non-exhaustive list which includes involvement in a trust contest. So a lawyer who administers a trust and then has to defend a challenge to it is not confined to the ordinary fee. The list is illustrative rather than closed.

Does the Work Have to Benefit the Trust?

For this section the entitlement is framed around services rendered in connection with the administration, but a Florida court has read this provision together with its neighbour and applied a single condition. In 2012 the Fourth District quoted both this section and section 736.1005 and then held that if the trial court found counsel had benefitted the trust, not just his client, the client was entitled to attorney s fees. If your work is being characterised as advancing one beneficiary rather than the trust, expect that framing to be used.

Has Section 736.1007 Changed Over Time?

Yes, three times since the Trust Code took effect, in 2010, 2016 and 2021. That is more movement than most of the sections around it, and it means a case interpreting the statute has to be read against the version the court had. The neighbouring fee provisions have their own separate histories. Sections 736.1005 and 736.1006 were amended in 2015, and section 736.1004 has never been amended at all. If someone tells you the trust fee rules changed in a particular year, the first question is which section they mean.

What Is the Difference Between This and the Other Fee Sections?

Four provisions, four jobs. This section is the trustee s own attorney in ordinary administration. Section 736.1005 is any attorney whose services benefited the trust, and it requires an application with contemporaneous service. Section 736.1004 is fees in actions for breach of fiduciary duty or challenging a trustee s exercise of powers. Section 736.1006 is costs. A fee claim pleaded under the wrong one can fail on that ground alone, and a Florida court has reversed an award for exactly that kind of mismatch.

Can Beneficiaries Object to the Trustee s Legal Fees?

They can, and there are two different routes depending on the situation. Where the fees are ordinary administration expenses, the objection is about reasonableness. Where the trustee is paying its own lawyer to defend a breach of trust claim made in a filed pleading, a different provision applies, section 736.0802(10), which requires notice to affected beneficiaries and gives them a route to ask the court to stop the payments and order a refund. Our page on the duty of loyalty sets that procedure out.

Common Situations

The trustee who has just been appointed. A daughter is successor trustee of her mother’s revocable trust and does not know where to start. The lawyer she retains for that work is entitled to be paid from the trust under this section, without a court order, which is worth knowing before she pays out of pocket.

The bill that doubled. A beneficiary sees the trust’s legal costs jump. The question to ask is whether part of it is being charged as extraordinary services, and what those services were. The statute contemplates the distinction and expects it to be identifiable.

The contest that arrives mid administration. Somebody challenges the trust while the ordinary work is still going on. Involvement in a trust contest is an example the statute gives of extraordinary service, and separately, if the claim alleges breach of trust in a filed pleading, the notice procedure in section 736.0802(10) is triggered.

Sources of Law


Updated on August 13, 2026. Reviewed by Kevin D. Klagge, Esq., Fla. Bar No. 99502. Attorney Kevin Klagge represents families, businesses, and international clients in estate and tax planning, business structuring, and international law, with a focus on Florida legal tools. He litigates estate and business issues in court. General information about Florida law and published court decisions, not legal advice, and no attorney-client relationship is created. What the initial administration of a trust requires depends on the document and the assets, which we review at a free consult. Please do not send confidential details until we have connected.

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