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