CA SB 1288
enactedProperty: nonprobate transfer of ownership.
California · 2025-2026 Regular Session · upper
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Quick answers
Did CA SB 1288 pass?
Yes. CA SB 1288 has been enacted into law. Latest recorded action (2026-09-27): Chaptered by Secretary of State. Chapter 691, Statutes of 2026.
What is CA SB 1288 about?
Existing law, the Uniform TOD Security Registration Act, provides for the transfer of ownership or proceeds of a security, as defined, by a registering entity to the designated beneficiary or beneficiaries upon the death of the owner without probate or estate administration. Existing law authorizes a security to be registered in beneficiary form if the form is authorized by statute, as specified. Existing law specifies that, upon the death of the sole owner or the last to die of multiple owners, ownership of a security registered in beneficiary form passes to the beneficiary or beneficiaries who survive all owners. This bill would require a registering entity that receives information establishing knowledge of the death of all owners of a security designated for nonprobate transfer held by that registering entity to initiate its beneficiary notification process, as specified. The bill would require the registering entity to make a reasonable and good faith effort, as defined, to notify each named beneficiary. The bill would require a beneficiary to receive their designated share within 60 days of providing all required documentation to the registering entity, as specified. This bill would specify the necessary information for a nonprofit corporation, charitable trust, or entity that is exempt from federal taxation to establish its legal identity for these purposes. The bill would prohibit a registering entity from requesting additional information, including, among other things, a social security number and driver's license number, from an individual employed by, or serving on the board of, those types of beneficiaries, except as specified. The bill would require a registering entity to permit those types of beneficiaries to demonstrate their entitlement to a security by providing specific documentation. The bill would make its provisions applicable to those types of beneficiaries commencing January 1, 2027. The bill would make its provisions applicable to all other beneficiaries commencing January 1, 2028, if the death of the final owner occurs on or after that date. This bill would make its provisions inapplicable if the death of all owners of a security occurred before January 1, 2027.
Who sponsors CA SB 1288?
Laird is the primary sponsor of CA SB 1288, joined by 4 cosponsors.
Description
Existing law, the Uniform TOD Security Registration Act, provides for the transfer of ownership or proceeds of a security, as defined, by a registering entity to the designated beneficiary or beneficiaries upon the death of the owner without probate or estate administration. Existing law authorizes a security to be registered in beneficiary form if the form is authorized by statute, as specified. Existing law specifies that, upon the death of the sole owner or the last to die of multiple owners, ownership of a security registered in beneficiary form passes to the beneficiary or beneficiaries who survive all owners. This bill would require a registering entity that receives information establishing knowledge of the death of all owners of a security designated for nonprobate transfer held by that registering entity to initiate its beneficiary notification process, as specified. The bill would require the registering entity to make a reasonable and good faith effort, as defined, to notify each named beneficiary. The bill would require a beneficiary to receive their designated share within 60 days of providing all required documentation to the registering entity, as specified. This bill would specify the necessary information for a nonprofit corporation, charitable trust, or entity that is exempt from federal taxation to establish its legal identity for these purposes. The bill would prohibit a registering entity from requesting additional information, including, among other things, a social security number and driver's license number, from an individual employed by, or serving on the board of, those types of beneficiaries, except as specified. The bill would require a registering entity to permit those types of beneficiaries to demonstrate their entitlement to a security by providing specific documentation. The bill would make its provisions applicable to those types of beneficiaries commencing January 1, 2027. The bill would make its provisions applicable to all other beneficiaries commencing January 1, 2028, if the death of the final owner occurs on or after that date. This bill would make its provisions inapplicable if the death of all owners of a security occurred before January 1, 2027.
- Introduced
- 2026-02-20
- Latest action
- 2026-09-27 — Chaptered by Secretary of State. Chapter 691, Statutes of 2026.
- Bill type
- bill
- Last updated
- —
Subjects
Sponsors
- Lairdauthor
- Blakespearcoauthor
- Kalracoauthor
- Pachecocoauthor
- Zburcoauthor
Committees
Not provided by source.
Action timeline
Newest first
2026-09-27
Chaptered by Secretary of State. Chapter 691, Statutes of 2026.
became-law
2026-09-27
Approved by the Governor.
executive-signature
2026-08-30
Enrolled and presented to the Governor at 6 p.m.
2026-08-25
Assembly amendments concurred in. (Ayes 39. Noes 0.) Ordered to engrossing and enrolling.
amendment-passage,committee-passage,committee-passage-favorable
2026-08-25
Assembly amendments concurred in. (Ayes 40. Noes 0. Page 5756.) Ordered to engrossing and enrolling.
2026-08-25
Assembly amendments concurred in. (Ayes 40. Noes 0.) Ordered to engrossing and enrolling.
amendment-passage,committee-passage,committee-passage-favorable
2026-08-24
Read third time. Passed. Ordered to the Senate.
passage,reading-1,reading-3
2026-08-24
In Senate. Concurrence in Assembly amendments pending.
2026-08-24
Read third time. Passed. (Ayes 70. Noes 3. Page 6377.) Ordered to the Senate.
passage,reading-1,reading-3
2026-08-17
Read third time and amended.
amendment-passage,reading-1,reading-3
2026-08-17
Ordered to third reading.
reading-1,reading-3
2026-08-06
Read second time. Ordered to third reading.
reading-1,reading-2,reading-3
2026-08-05
From committee: Do pass. (Ayes 12. Noes 1.) (August 5).
committee-passage,committee-passage-favorable
2026-06-25
Re-referred to Com. on APPR. pursuant to Assembly Rule 97.
referral-committee
2026-06-17
Read second time. Ordered to third reading.
reading-1,reading-2,reading-3
2026-06-16
Coauthors revised.
2026-06-16
From committee: Do pass. (Ayes 11. Noes 1.) (June 16).
committee-passage,committee-passage-favorable
2026-06-08
From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
amendment-passage,committee-passage,reading-1,reading-2,referral-committee
2026-05-26
Referred to Com. on JUD.
referral-committee
2026-05-19
In Assembly. Read first time. Held at Desk.
reading-1
2026-05-18
Read third time. Passed. (Ayes 37. Noes 0. Page 4320.) Ordered to the Assembly.
passage,reading-1,reading-3
2026-04-16
Read second time. Ordered to third reading.
reading-1,reading-2,reading-3
2026-04-15
From committee: Do pass. (Ayes 11. Noes 0. Page 3869.) (April 14).
committee-passage,committee-passage-favorable
2026-04-02
Set for hearing April 14.
2026-04-02
April 7 set for first hearing canceled at the request of author.
2026-03-26
From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
amendment-passage,committee-passage,reading-1,reading-2,referral-committee
2026-03-18
Set for hearing April 7.
2026-03-04
Referred to Com. on JUD.
referral-committee
2026-02-23
From printer. May be acted upon on or after March 23.
2026-02-23
Read first time.
reading-1
2026-02-20
Introduced. To Com. on RLS. for assignment. To print.
introduction,referral-committee
Versions
- 02/20/26 - Introduced — 2026-02-20Compare
- 03/26/26 - Amended Senate — 2026-03-26Compare
- 06/08/26 - Amended Assembly — 2026-06-08Compare
- 08/17/26 - Amended Assembly — 2026-08-17Compare
- 08/27/26 - Enrolled — 2026-08-27Compare
- 09/27/26 - Chaptered — 2026-09-27Compare
- (document, no version)Compare
- SB1288Compare
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Votes
Do pass
2026-04-14 · pass · 11-0
Member-level votes (13)
- Wahab: yes
- Umberg: yes
- Allen: yes
- Durazo: yes
- Caballero: yes
- Niello: yes
- McNerney: yes
- Reyes: yes
- Stern: yes
- Wiener: yes
- Weber Pierson: yes
- Ashby: other
- Valladares: other
3rd Reading
2026-05-18 · pass · 37-0
Member-level votes (40)
- Caballero: yes
- Alvarado-Gil: yes
- Grove: yes
- Ochoa Bogh: yes
- Hurtado: yes
- Laird: yes
- Cervantes: yes
- Ashby: yes
- Dahle: yes
- Durazo: yes
- Umberg: yes
- Wahab: yes
- Arreguín: yes
- Strickland: yes
- Menjivar: yes
- Weber Pierson: yes
- Cortese: yes
- Seyarto: yes
- Rubio: yes
- Valladares: yes
- Blakespear: yes
- Choi: yes
- McGuire: yes
- Becker: yes
- Smallwood-Cuevas: yes
- Stern: yes
- Limón: yes
- McNerney: yes
- Cabaldon: yes
- Wiener: yes
- Pérez: yes
- Reyes: yes
- Allen: yes
- Archuleta: yes
- Gonzalez: yes
- Grayson: yes
- Richardson: yes
- Jones: other
- Padilla: other
- Niello: other
Do pass.
2026-06-16 · pass · 11-1
Member-level votes (12)
- Zbur: yes
- Kalra: yes
- Dixon: yes
- Pacheco: yes
- Connolly: yes
- Harabedian: yes
- Bauer-Kahan: yes
- Stefani: yes
- Bryan: yes
- Papan: yes
- Sanchez: yes
- Macedo: no
Related bills
No related bills recorded for this bill.
Official source
Attribution
Data from openstates_api_sync, retrieved 2026-09-29T18:59:36.380540Z
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