Bill Commons

CA AB 565

enacted

Representation of trust beneficiaries.

California · 2025-2026 Regular Session · lower

Follow this bill’s action updates (Atom)

Subscribe in a feed reader. The feed covers recorded actions from the last 30 days; Bill Commons may record an action after it happened at the legislature.

Quick answers

Did CA AB 565 pass?

Yes. CA AB 565 has been enacted into law. Latest recorded action (2025-07-14): Chaptered by Secretary of State - Chapter 39, Statutes of 2025.

What is CA AB 565 about?

Existing law establishes procedures for the creation, modification, and termination of a trust, and regulates the administration of trusts by trustees on behalf of beneficiaries. Existing law requires a trust beneficiary to be provided notice of specified actions regarding the trust. Existing law sets forth requirements under which notice given to a specified person or class of persons is sufficient to comply with a requirement that notice be given to a trust beneficiary or a person interested in the trust. This bill would delete that indirect notice provision and would instead provide that notice given to a person authorized to represent and bind another person is sufficient to comply with notice requirements for actions regarding a trust. If a person consents for a person to represent and bind them, the bill would require that consent to be in writing and would make consent binding on the represented person unless they object to the representation before consent would have become effective. The bill would prohibit certain persons from representing and binding another person for these purposes, and would authorize specified representative relationships and representation of successive interests.

Who sponsors CA AB 565?

Dixon is the primary sponsor of CA AB 565.

Description

Existing law establishes procedures for the creation, modification, and termination of a trust, and regulates the administration of trusts by trustees on behalf of beneficiaries. Existing law requires a trust beneficiary to be provided notice of specified actions regarding the trust. Existing law sets forth requirements under which notice given to a specified person or class of persons is sufficient to comply with a requirement that notice be given to a trust beneficiary or a person interested in the trust. This bill would delete that indirect notice provision and would instead provide that notice given to a person authorized to represent and bind another person is sufficient to comply with notice requirements for actions regarding a trust. If a person consents for a person to represent and bind them, the bill would require that consent to be in writing and would make consent binding on the represented person unless they object to the representation before consent would have become effective. The bill would prohibit certain persons from representing and binding another person for these purposes, and would authorize specified representative relationships and representation of successive interests.

Introduced
2025-03-26
Latest action
2025-07-14 — Chaptered by Secretary of State - Chapter 39, Statutes of 2025.
Bill type
bill
Last updated
—

Subjects

Sponsors

  • Dixonauthor

Committees

Not provided by source.

Action timeline

Newest first

  1. 2025-07-14

    Chaptered by Secretary of State - Chapter 39, Statutes of 2025.

    became-law

  2. 2025-07-14

    Approved by the Governor.

    executive-signature

  3. 2025-07-02

    Enrolled and presented to the Governor at 2 p.m.

    executive-receipt

  4. 2025-06-24

    In Assembly. Ordered to Engrossing and Enrolling.

    committee-passage

  5. 2025-06-23

    Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.).

    passage,reading-1,reading-3

  6. 2025-06-18

    Read second time. Ordered to Consent Calendar.

    reading-1,reading-2

  7. 2025-06-17

    From committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17).

    committee-passage,committee-passage-favorable

  8. 2025-05-07

    Referred to Com. on JUD.

    referral-committee

  9. 2025-04-03

    In Senate. Read first time. To Com. on RLS. for assignment.

    reading-1,referral-committee

  10. 2025-04-03

    Read third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.)

    passage,reading-1,reading-3

  11. 2025-03-28

    Read second time. Ordered to Consent Calendar.

    reading-1,reading-2

  12. 2025-03-27

    Read second time and amended. Ordered returned to second reading.

    amendment-passage,reading-1,reading-2

  13. 2025-03-26

    From committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 12. Noes 0.) (March 25).

    amendment-introduction,amendment-passage,committee-passage

  14. 2025-02-24

    Referred to Com. on JUD.

    referral-committee

  15. 2025-02-13

    From printer. May be heard in committee March 15.

  16. 2025-02-12

    Read first time. To print.

    reading-1

Versions

  • 02/12/25 - Introduced — 2025-02-12Compare
  • 03/27/25 - Amended Assembly — 2025-03-27Compare
  • 06/24/25 - Enrolled — 2025-06-24Compare
  • 07/14/25 - Chaptered — 2025-07-14Compare
  • AB565Compare
  • (document, no version)Compare

Documents

Votes

  • Do pass as amended. To Consent Calendar.

    2025-03-25 · pass · 12-0

    Member-level votes (12)
    • Zbur: yes
    • Dixon: yes
    • Harabedian: yes
    • Kalra: yes
    • Stefani: yes
    • Essayli: yes
    • Bauer-Kahan: yes
    • Pacheco: yes
    • Connolly: yes
    • Sanchez: yes
    • Papan: yes
    • Bryan: yes

  • AB 565 Dixon Consent Calendar Second Day

    2025-04-03 · pass · 74-0

    Member-level votes (79)
    • Alvarez: yes
    • Arambula: yes
    • Krell: yes
    • Schiavo: yes
    • Ellis: yes
    • Flora: yes
    • Ward: yes
    • Bauer-Kahan: yes
    • Ramos: yes
    • Bonta: yes
    • Stefani: yes
    • Kalra: yes
    • Patterson: yes
    • DeMaio: yes
    • Boerner: yes
    • Michelle Rodriguez: yes
    • Gipson: yes
    • Ransom: yes
    • Lowenthal: yes
    • Chen: yes
    • Hart: yes
    • Lackey: yes
    • Caloza: yes
    • Castillo: yes
    • Jackson: yes
    • Papan: yes
    • Petrie-Norris: yes
    • Lee: yes
    • Elhawary: yes
    • Garcia: yes
    • Quirk-Silva: yes
    • Calderon: yes
    • Blanca Rubio: yes
    • Aguiar-Curry: yes
    • Fong: yes
    • Bryan: yes
    • Gabriel: yes
    • Nguyen: yes
    • Rogers: yes
    • Soria: yes
    • Pacheco: yes
    • Mark González: yes
    • Haney: yes
    • Davies: yes
    • Irwin: yes
    • Celeste Rodriguez: yes
    • Macedo: yes
    • Sharp-Collins: yes
    • Ávila Farías: yes
    • Gallagher: yes
    • Bains: yes
    • Jeff Gonzalez: yes
    • Zbur: yes
    • Patel: yes
    • Dixon: yes
    • Valencia: yes
    • Tangipa: yes
    • Ta: yes
    • Ahrens: yes
    • Connolly: yes
    • McKinnor: yes
    • Alanis: yes
    • Harabedian: yes
    • Sanchez: yes
    • Schultz: yes
    • Berman: yes
    • Hoover: yes
    • Muratsuchi: yes
    • Ortega: yes
    • Rivas: yes
    • Solache: yes
    • Pellerin: yes
    • Hadwick: yes
    • Wallis: yes
    • Bennett: other
    • Addis: other
    • Wilson: other
    • Wicks: other
    • Carrillo: other

  • Do pass and be ordered to the Consent Calendar

    2025-06-17 · pass · 12-0

    Member-level votes (13)
    • Caballero: yes
    • Umberg: yes
    • Wahab: yes
    • Niello: yes
    • Durazo: yes
    • Weber Pierson: yes
    • Wiener: yes
    • Allen: yes
    • Valladares: yes
    • Arreguín: yes
    • Laird: yes
    • Stern: yes
    • Ashby: other

  • Consent Calendar 2nd

    2025-06-23 · pass · 37-0

    Member-level votes (40)
    • Niello: yes
    • Stern: yes
    • Cortese: yes
    • Hurtado: yes
    • Grayson: yes
    • McGuire: yes
    • Blakespear: yes
    • Laird: yes
    • Wiener: yes
    • Jones: yes
    • Grove: yes
    • McNerney: yes
    • Strickland: yes
    • Cabaldon: yes
    • Weber Pierson: yes
    • Becker: yes
    • Padilla: yes
    • Choi: yes
    • Wahab: yes
    • Smallwood-Cuevas: yes
    • Durazo: yes
    • Valladares: yes
    • Limón: yes
    • Ochoa Bogh: yes
    • Pérez: yes
    • Richardson: yes
    • Seyarto: yes
    • Arreguín: yes
    • Allen: yes
    • Caballero: yes
    • Gonzalez: yes
    • Menjivar: yes
    • Archuleta: yes
    • Dahle: yes
    • Ashby: yes
    • Umberg: yes
    • Alvarado-Gil: yes
    • Reyes: other
    • Rubio: other
    • Cervantes: other

Related bills

No related bills recorded for this bill.

Official source

http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260AB565

Attribution

Data from openstates_bulk_csv, retrieved 2026-07-24T01:34:27.960412Z

Inspect retained evidence for changes recorded after evidence tracking began:

Source and document changesStatus and relationship changes

Session-wide evidence can include changes to other bills:

Bulk imports for this sessionSession dates and activity

Use this data

Every field on this page is available from the free public API — no key or licence required. Fetch this bill as JSON: GET /api/v1/bills?jurisdiction=CA&identifier=AB 565. See the API docs or the MCP server for AI assistants.

Known limitations

  • Sponsor party and chamber affiliation are not yet captured by this API.
  • Committee referrals are not yet captured.
  • Some documents have no extracted text yet, so version comparison may be limited.

See the methodology page for data sources and limitations.