Legislation: batch E — CA TN VA VT WA WI WV WY

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

legislation/us/states/ca/20252026/ab-565.md

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+---
+type: "Bill"
+title: "Representation of trust beneficiaries."
+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."
+jurisdiction: "us/states/ca"
+legislature: "California Legislature"
+session: "20252026"
+identifier: "AB 565"
+citation: "California AB 565 (20252026)"
+classification: ["bill"]
+subjects: ["Representationoftrustbeneficiaries"]
+status: "enacted"
+primary_sponsors: ["Dixon"]
+version_count: 5
+action_count: 16
+vote_count: 4
+first_action: "2025-02-12"
+last_action: "2025-07-14"
+source: "openstates"
+source_identifier: "ocd-bill/345b9426-ad68-4da6-9d1a-44db44af7fc5"
+source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260AB565"
+source_hash: "4f517d6078d2cff59e0f03604a8b6cbc34d2c13c81ef35eb92a01d4b50863e36"
+vintage: "2026-07-01"
+source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
+retrieved_at: "2026-07-06"
+confidence: "reported"
+tags: ["legislation", "bill", "us-ca"]
+---
+
+# California AB 565 (20252026) — Representation of trust beneficiaries.
+
+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.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **02/12/25 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202520260AB565&version=20250AB56599INT)
+2. **03/27/25 - Amended Assembly** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202520260AB565&version=20250AB56598AMD)
+3. **07/14/25 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202520260AB565&version=20250AB56596CHP)
+4. **AB565** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202520260AB565)
+5. **06/24/25 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202520260AB565&version=20250AB56597ENR)
+
+## Votes
+
+- Consent Calendar 2nd — **37–0** (pass) · upper
+- AB 565 Dixon Consent Calendar Second Day — **74–0** (pass) · lower
+- Do pass as amended. To Consent Calendar. — **12–0** (pass) · lower
+- Do pass and be ordered to the Consent Calendar — **12–0** (pass) · upper
+
+## Sponsors
+
+- Dixon — primary (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2025-02-12** Read first time. To print. `reading-1`
+- **2025-02-13** From printer. May be heard in committee March 15.
+- **2025-02-24** Referred to Com. on JUD. `referral-committee`
+- **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`
+- **2025-03-27** Read second time and amended. Ordered returned to second reading. `amendment-passage, reading-1, reading-2`
+- **2025-03-28** Read second time. Ordered to Consent Calendar. `reading-1, reading-2`
+- **2025-04-03** Read third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.) `passage, reading-1, reading-3`
+- **2025-04-03** In Senate. Read first time. To Com. on RLS. for assignment. `reading-1`
+- **2025-05-07** Referred to Com. on JUD. `referral-committee`
+- **2025-06-17** From committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17). `committee-passage, committee-passage-favorable`
+- **2025-06-18** Read second time. Ordered to Consent Calendar. `reading-1, reading-2`
+- **2025-06-23** Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.). `passage, reading-1, reading-3`
+- **2025-06-24** In Assembly. Ordered to Engrossing and Enrolling. `committee-passage`
+- **2025-07-02** Enrolled and presented to the Governor at 2 p.m.
+- **2025-07-14** Approved by the Governor. `executive-signature`
+- **2025-07-14** Chaptered by Secretary of State - Chapter 39, Statutes of 2025. `became-law`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/345b9426-ad68-4da6-9d1a-44db44af7fc5`. Confidence: reported (aggregated from official California legislature records).
+