---
type: "Bill"
title: "AN ACT RELATING TO FIDUCIARIES -- APPLICATION OF LAWS TO TRUSTS"
description: "Provides that a communication between an attorney and client acting as a trustee or other fiduciary, is privileged and protected from disclosure to the same extent as if the client was acting in his, her, or its individual capacity."
jurisdiction: "us/states/ri"
legislature: "Rhode Island General Assembly"
session: "2025"
identifier: "HB 5365"
citation: "Rhode Island HB 5365 (2025)"
classification: ["bill"]
subjects: []
status: "enacted"
primary_sponsors: ["Caldwell", "Craven", "McEntee"]
version_count: 1
action_count: 14
vote_count: 1
first_action: "2025-02-07"
last_action: "2025-06-13"
source: "openstates"
source_identifier: "ocd-bill/f439e604-1727-41ad-bdf6-dc35985cfd09"
source_url: "https://status.rilegislature.gov/"
source_hash: "8a9d6563daeac5583175944d5866f3da04322b1995780320d3f5bbc786e1e575"
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-ri"]
---

# Rhode Island HB 5365 (2025) — AN ACT RELATING TO FIDUCIARIES -- APPLICATION OF LAWS TO TRUSTS

Provides that a communication between an attorney and client acting as a trustee or other fiduciary, is privileged and protected from disclosure to the same extent as if the client was acting in his, her, or its individual capacity.

## Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. **5365** (committee substitute) — [source](http://webserver.rilegislature.gov/BillText/BillText25/HouseText25/H5365.pdf)

## Votes

- PASSAGE — **72–0** (pass) · lower

## Sponsors

- Caldwell — primary (person)
- Craven — primary (person)
- McEntee — primary (person)

## Timeline

The legislative action history — every referral, reading, and vote.

- **2025-02-07** 02/07/2025 Introduced, referred to House Judiciary `introduction, referral-committee`
- **2025-02-28** 02/28/2025 Scheduled for hearing and/or consideration (03/04/2025)
- **2025-03-04** 03/04/2025 Committee recommended measure be held for further study `committee-failure`
- **2025-05-16** 05/16/2025 Scheduled for consideration (05/22/2025)
- **2025-05-22** 05/22/2025 Committee recommends passage `committee-passage-favorable`
- **2025-05-23** 05/23/2025 Placed on House Calendar (05/27/2025) `reading-3`
- **2025-05-27** 05/27/2025 House read and passed `passage`
- **2025-05-30** 05/30/2025 Referred to Senate Judiciary `referral-committee`
- **2025-05-30** 05/30/2025 Scheduled for consideration (06/02/2025)
- **2025-06-02** 06/02/2025 Committee recommends passage in concurrence `committee-passage-favorable`
- **2025-06-06** 06/06/2025 Placed on the Senate Consent Calendar (06/10/2025) `reading-3`
- **2025-06-10** 06/10/2025 Senate passed in concurrence `passage`
- **2025-06-10** 06/10/2025 Transmitted to Governor `executive-receipt`
- **2025-06-13** 06/13/2025 Signed by Governor `executive-signature`

## Source

OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/f439e604-1727-41ad-bdf6-dc35985cfd09`. Confidence: reported (aggregated from official Rhode Island legislature records).