CA AB 1939
Status unknownProfessional fiduciaries: corporate practice.
California · 2025-2026 Regular Session · lower
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Quick answers
Did CA AB 1939 pass?
The current status of CA AB 1939 is not known from the official record. Latest recorded action (2026-08-13): In committee: Held under submission.
What is CA AB 1939 about?
(1) Existing law, the Professional Fiduciaries Act, establishes, until January 1, 2028, the Professional Fiduciaries Bureau, and requires the bureau to license and regulate professional fiduciaries. Existing law defines various terms for these purposes. Existing law requires the bureau to maintain specified information in each licensee's file, and requires a licensee to annually file with the bureau a statement under penalty of perjury containing specified information, including among other things, any licenses or professional certificates held by the licensee. This bill, beginning January 1, 2029, would authorize licensees to organize professional fiduciary professional corporations to provide professional fiduciary services, and would prescribe requirements and regulations for those professional corporations to provide fiduciary services. The bill would require the bureau to set the registration and annual renewal professional fiduciary professional corporations regulatory fee in the amount of at least $1,000 but not to exceed the reasonable costs of implementing these provisions. This bill would require the information maintained by the bureau in each licensee's file, and the annual statement filed by a licensee, to include additional information, including information related to whether the licensee is serving with or under a professional fiduciary corporation. By expanding the scope of the crime of perjury, this bill would impose a state-mandated local program. Existing law authorizes the bureau to suspend, revoke, deny, or impose other disciplinary action on a professional fiduciary license for specified causes, including, among other things, violating specified laws, rules, or regulations pertaining to duties or functions of a professional fiduciary. This bill would add to that list of causes the failure of a licensee to respond to inquiries or produce documents requested by the bureau, including inquiries and documents related to a professional fiduciary professional corporation, within 60 days of when the request is made. (2) Existing law, the Moscone-Knox Professional Corporation Act, defines and regulates professional corporations. Existing law provides that a professional organization renders professional services that may be lawfully rendered only pursuant to a license, certification, or registration authorized by, among others, the Business and Professions Code pursuant to a certificate of registration issued by the governmental agency regulating the profession, as specified. This bill would require a professional fiduciary professional corporation to register with the Secretary of State, as provided, and would require the bureau to issue a certificate of registration to an applicant that meets the requirements of the Moscone-Knox Professional Corporation Act, the Professional Fiduciaries Act, and other applicable law. (3) Existing law generally regulates probate, guardianship, conservatorship, and other protective proceedings. Existing law defines various terms for these purposes, including "professional fiduciary." This bill would additionally define "professional fiduciary professional corporation" for these purposes. Existing law prohibits a superior court from appointing a person to carry out the duties of a professional fiduciary unless that person holds a valid, unexpired, and unsuspended license as a professional fiduciary or is exempt from those licensing requirements, as specified. This bill would repeal those provisions and would instead prohibit a superior court from appointing a professional fiduciary as, or permitting a professional fiduciary to continue as, a guardian, conservator, personal representative, or trustee, unless the professional fiduciary satisfies one of specified requirements. The bill would make conforming changes. (4) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest. This bill would make legislative findings to that effect. (5) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.
Who sponsors CA AB 1939?
Flora is the primary sponsor of CA AB 1939.
Description
(1) Existing law, the Professional Fiduciaries Act, establishes, until January 1, 2028, the Professional Fiduciaries Bureau, and requires the bureau to license and regulate professional fiduciaries. Existing law defines various terms for these purposes. Existing law requires the bureau to maintain specified information in each licensee's file, and requires a licensee to annually file with the bureau a statement under penalty of perjury containing specified information, including among other things, any licenses or professional certificates held by the licensee. This bill, beginning January 1, 2029, would authorize licensees to organize professional fiduciary professional corporations to provide professional fiduciary services, and would prescribe requirements and regulations for those professional corporations to provide fiduciary services. The bill would require the bureau to set the registration and annual renewal professional fiduciary professional corporations regulatory fee in the amount of at least $1,000 but not to exceed the reasonable costs of implementing these provisions. This bill would require the information maintained by the bureau in each licensee's file, and the annual statement filed by a licensee, to include additional information, including information related to whether the licensee is serving with or under a professional fiduciary corporation. By expanding the scope of the crime of perjury, this bill would impose a state-mandated local program. Existing law authorizes the bureau to suspend, revoke, deny, or impose other disciplinary action on a professional fiduciary license for specified causes, including, among other things, violating specified laws, rules, or regulations pertaining to duties or functions of a professional fiduciary. This bill would add to that list of causes the failure of a licensee to respond to inquiries or produce documents requested by the bureau, including inquiries and documents related to a professional fiduciary professional corporation, within 60 days of when the request is made. (2) Existing law, the Moscone-Knox Professional Corporation Act, defines and regulates professional corporations. Existing law provides that a professional organization renders professional services that may be lawfully rendered only pursuant to a license, certification, or registration authorized by, among others, the Business and Professions Code pursuant to a certificate of registration issued by the governmental agency regulating the profession, as specified. This bill would require a professional fiduciary professional corporation to register with the Secretary of State, as provided, and would require the bureau to issue a certificate of registration to an applicant that meets the requirements of the Moscone-Knox Professional Corporation Act, the Professional Fiduciaries Act, and other applicable law. (3) Existing law generally regulates probate, guardianship, conservatorship, and other protective proceedings. Existing law defines various terms for these purposes, including "professional fiduciary." This bill would additionally define "professional fiduciary professional corporation" for these purposes. Existing law prohibits a superior court from appointing a person to carry out the duties of a professional fiduciary unless that person holds a valid, unexpired, and unsuspended license as a professional fiduciary or is exempt from those licensing requirements, as specified. This bill would repeal those provisions and would instead prohibit a superior court from appointing a professional fiduciary as, or permitting a professional fiduciary to continue as, a guardian, conservator, personal representative, or trustee, unless the professional fiduciary satisfies one of specified requirements. The bill would make conforming changes. (4) Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest. This bill would make legislative findings to that effect. (5) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.
- Introduced
- 2026-05-14
- Latest action
- 2026-08-13 — In committee: Held under submission.
- Bill type
- bill
- Last updated
- —
Subjects
Sponsors
- Floraauthor
Committees
Not provided by source.
Action timeline
Newest first
2026-08-13
In committee: Held under submission.
2026-08-03
In committee: Referred to APPR. suspense file.
2026-07-01
From committee: Do pass and re-refer to Com. on APPR. with recommendation: To Consent Calendar. (Ayes 13. Noes 0.) (June 30). Re-referred to Com. on APPR.
committee-passage,committee-passage-favorable,referral-committee
2026-06-15
From committee: Do pass and re-refer to Com. on JUD. (Ayes 11. Noes 0.) (June 15). Re-referred to Com. on JUD.
committee-passage,committee-passage-favorable,referral-committee
2026-06-11
From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on B. P. & E.D.
amendment-introduction,amendment-passage,committee-passage,reading-1,reading-2,referral-committee
2026-06-03
Referred to Coms. on B. P. & E.D. and JUD.
referral-committee
2026-05-27
In Senate. Read first time. To Com. on RLS. for assignment.
reading-1,referral-committee
2026-05-26
Read third time. Passed. Ordered to the Senate. (Ayes 76. Noes 0.)
passage,reading-1,reading-3
2026-05-26
Read third time. Passed. Ordered to the Senate. (Ayes 76. Noes 0. Page 5400.)
2026-05-19
Read second time. Ordered to third reading.
reading-1,reading-2,reading-3
2026-05-18
Read second time and amended. Ordered returned to second reading.
amendment-passage,reading-1,reading-2
2026-05-14
From committee: Amend, and do pass as amended. (Ayes 15. Noes 0.) (May 14).
amendment-introduction,amendment-passage,committee-passage
2026-04-29
In committee: Set, first hearing. Referred to APPR. suspense file.
referral-committee
2026-04-15
From committee: Do pass and re-refer to Com. on APPR. with recommendation: To Consent Calendar. (Ayes 12. Noes 0.) (April 14). Re-referred to Com. on APPR.
committee-passage,committee-passage-favorable,referral-committee
2026-04-07
From committee: Do pass and re-refer to Com. on JUD. with recommendation: To Consent Calendar. (Ayes 19. Noes 0.) (April 7). Re-referred to Com. on JUD.
committee-passage,committee-passage-favorable,referral-committee
2026-03-02
Referred to Coms. on B. & P. and JUD.
referral-committee
2026-02-14
From printer. May be heard in committee March 16.
2026-02-13
Read first time. To print.
reading-1
Versions
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Votes
Do pass and be re-referred to the Committee on [Judiciary] with recommendation: To Consent Calendar
2026-04-07 · pass · 19-0
Member-level votes (19)
- Elhawary: yes
- Alanis: yes
- Bains: yes
- Chen: yes
- Caloza: yes
- Irwin: yes
- Jackson: yes
- Berman: yes
- Haney: yes
- Nguyen: yes
- Lowenthal: yes
- Addis: yes
- Ahrens: yes
- Johnson: yes
- Pellerin: yes
- Macedo: yes
- Aguiar-Curry: yes
- Hadwick: yes
- Hart: yes
Do pass and be re-referred to the Committee on [Appropriations] with recommendation: To Consent Calendar
2026-04-14 · pass · 12-0
Member-level votes (12)
- Zbur: yes
- Macedo: yes
- Bryan: yes
- Pacheco: yes
- Harabedian: yes
- Connolly: yes
- Dixon: yes
- Papan: yes
- Stefani: yes
- Bauer-Kahan: yes
- Kalra: yes
- Sanchez: yes
Do pass as amended.
2026-05-14 · pass · 15-0
Member-level votes (15)
- Dixon: yes
- Krell: yes
- Sharp-Collins: yes
- Tangipa: yes
- Wicks: yes
- Pacheco: yes
- Caloza: yes
- Ta: yes
- Fong: yes
- Calderon: yes
- Hoover: yes
- Pellerin: yes
- Solache: yes
- Aguiar-Curry: yes
- Mark González: yes
AB 1939 Flora Assembly Third Reading
2026-05-27 · pass · 76-0
Member-level votes (80)
- Hadwick: yes
- Ward: yes
- Patel: yes
- Hart: yes
- Macedo: yes
- Valencia: yes
- Ellis: yes
- Jeff Gonzalez: yes
- Wicks: yes
- Wilson: yes
- Gabriel: yes
- Stefani: yes
- Wallis: yes
- Ahrens: yes
- Alanis: yes
- Nguyen: yes
- Patterson: yes
- Harabedian: yes
- Connolly: yes
- Ta: yes
- Haney: yes
- Flora: yes
- Ramos: yes
- Ortega: yes
- Chen: yes
- Papan: yes
- Soria: yes
- Arambula: yes
- Johnson: yes
- Zbur: yes
- Solache: yes
- Pacheco: yes
- Ávila Farías: yes
- Garcia: yes
- Mark González: yes
- Caloza: yes
- Krell: yes
- Alvarez: yes
- Lackey: yes
- Aguiar-Curry: yes
- Blanca Rubio: yes
- Berman: yes
- Bauer-Kahan: yes
- Schultz: yes
- Bennett: yes
- Gallagher: yes
- Sharp-Collins: yes
- Tangipa: yes
- Bonta: yes
- Davies: yes
- McKinnor: yes
- Gipson: yes
- Ransom: yes
- Sanchez: yes
- Petrie-Norris: yes
- Quirk-Silva: yes
- Calderon: yes
- Rogers: yes
- Lowenthal: yes
- Bains: yes
- Dixon: yes
- Hoover: yes
- Carrillo: yes
- Boerner: yes
- Elhawary: yes
- Castillo: yes
- Fong: yes
- Irwin: yes
- Schiavo: yes
- Kalra: yes
- Addis: yes
- Bryan: yes
- Rivas: yes
- Jackson: yes
- Pellerin: yes
- Michelle Rodriguez: yes
- Muratsuchi: other
- Celeste Rodriguez: other
- Lee: other
- DeMaio: other
Do pass, but first be re-referred to the Committee on [Judiciary]
2026-06-15 · pass · 11-0
Member-level votes (11)
- Strickland: yes
- Choi: yes
- Menjivar: yes
- Smallwood-Cuevas: yes
- Wahab: yes
- Grayson: yes
- Umberg: yes
- Arreguín: yes
- Niello: yes
- Archuleta: yes
- Caballero: yes
Do pass, but first be re-referred to the Committee on [Appropriations] with the recommendation: To Consent Calendar
2026-06-30 · pass · 13-0
Member-level votes (13)
- Wahab: yes
- Niello: yes
- Umberg: yes
- Laird: yes
- Stern: yes
- Ashby: yes
- Allen: yes
- Valladares: yes
- Weber Pierson: yes
- Wiener: yes
- Caballero: yes
- Reyes: yes
- Durazo: yes
Related bills
No related bills recorded for this bill.
Official source
Attribution
Data from openstates_api_sync, retrieved 2026-08-01T14:16:02.923288Z
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