Bill Commons

CA AB 565

enacted

Representation of trust beneficiaries.

California · 2025-2026 Regular Session · lower

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
Status date
—
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

  1. 2025-02-12

    Read first time. To print.

    reading-1

  2. 2025-02-13

    From printer. May be heard in committee March 15.

  3. 2025-02-24

    Referred to Com. on JUD.

    referral-committee

  4. 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

  5. 2025-03-27

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

    amendment-passage,reading-1,reading-2

  6. 2025-03-28

    Read second time. Ordered to Consent Calendar.

    reading-1,reading-2

  7. 2025-04-03

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

    passage,reading-1,reading-3

  8. 2025-04-03

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

    reading-1,referral-committee

  9. 2025-05-07

    Referred to Com. on JUD.

    referral-committee

  10. 2025-06-17

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

    committee-passage,committee-passage-favorable

  11. 2025-06-18

    Read second time. Ordered to Consent Calendar.

    reading-1,reading-2

  12. 2025-06-23

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

    passage,reading-1,reading-3

  13. 2025-06-24

    In Assembly. Ordered to Engrossing and Enrolling.

    committee-passage

  14. 2025-07-02

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

    executive-receipt

  15. 2025-07-14

    Approved by the Governor.

    executive-signature

  16. 2025-07-14

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

    became-law

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

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