California bills · 2025-2026 Regular Session
California AB 565
Representation of trust beneficiaries.
- Introduced
- In committee
- Passed House
- Passed Senate
- To Governor
- Became law
Sponsors
- Dixon (Republican)
Summary
Official abstract published by the California legislature· summary
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.
Text versions
- 07/14/25 - Chaptered· Jul 14, 2025
- 06/24/25 - Enrolled· Jun 24, 2025
- 03/27/25 - Amended Assembly· Mar 27, 2025
- 02/12/25 - Introduced· Feb 12, 2025
- AB565
Roll-call votes
State vote data last updated Oct 16, 2026, 12:24 AM.
| Date | Vote | Result | Your legislators |
|---|---|---|---|
| Jun 23, 2025 Senate | Consent Calendar 2nd | pass | Set your home in California to see |
| Jun 17, 2025 Senate | Do pass and be ordered to the Consent Calendar | pass | Set your home in California to see |
| Apr 3, 2025 House | AB 565 Dixon Consent Calendar Second Day | pass | Set your home in California to see |
| Mar 25, 2025 House | Do pass as amended. To Consent Calendar. | pass | Set your home in California to see |
Actions
- Jul 14, 2025 · Legislature
Chaptered by Secretary of State - Chapter 39, Statutes of 2025. - Jul 14, 2025 · Legislature
Approved by the Governor. - Jul 2, 2025 · Legislature
Enrolled and presented to the Governor at 2 p.m. - Jun 24, 2025 · House
In Assembly. Ordered to Engrossing and Enrolling. - Jun 23, 2025 · Senate
Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.). - Jun 18, 2025 · Senate
Read second time. Ordered to Consent Calendar. - Jun 17, 2025 · Senate
From committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17). - May 7, 2025 · Senate
Referred to Com. on JUD. - Apr 3, 2025 · Senate
In Senate. Read first time. To Com. on RLS. for assignment. - Apr 3, 2025 · House
Read third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.) - Mar 28, 2025 · House
Read second time. Ordered to Consent Calendar. - Mar 27, 2025 · House
Read second time and amended. Ordered returned to second reading. - Mar 26, 2025 · House
From committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 12. Noes 0.) (March 25). - Feb 24, 2025 · House
Referred to Com. on JUD. - Feb 13, 2025 · House
From printer. May be heard in committee March 15. - Feb 12, 2025 · House
Read first time. To print.