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    AB-565
    Justice & Public Safety

    Representation of trust beneficiaries.

    Passed
    CA
    ∙
    2025-2026 Regular Session
    0
    0
    Track
    Track

    Key Takeaways

    • Establishes new rules for who can legally represent trust beneficiaries and receive notices on their behalf.
    • Requires written consent from beneficiaries before anyone can represent them in trust matters.
    • Protects beneficiaries by prohibiting representatives with conflicts of interest.
    • Shields trustees from liability when they rely on authorized representatives in good faith.

    Summary

    Assemblymember Dixon's trust administration reform measure revises how beneficiaries may be represented in California trust proceedings by replacing existing indirect notice provisions with a comprehensive framework for authorized representation. The new provisions establish that notice given to an authorized representative satisfies legal requirements as if delivered directly to the beneficiary.

    The legislation outlines specific parameters for representation, requiring written consent and prohibiting representatives with conflicts of interest from binding beneficiaries. Parents may represent minor children, conservators their conservatees, and trustees their beneficiaries, among other permitted relationships. The measure also addresses representation across successive interests, allowing current interest holders to bind future beneficiaries in certain circumstances. While fiduciaries acting on representations receive liability protection, they remain accountable for intentional breaches, gross negligence, or bad faith actions.

    Represented persons retain the right to object before consents become effective, and the bill preserves existing requirements for special notice requests and court-appointed guardians ad litem. The provisions apply to all trust-related notices and documents, creating uniform standards for representation across trust administration proceedings.

    Key Dates

    Vote on Senate Floor
    Senate Floor
    Vote on Senate Floor
    Consent Calendar 2nd AB565 Dixon
    Senate Judiciary Hearing
    Senate Committee
    Senate Judiciary Hearing
    Do pass and be ordered to the Consent Calendar
    Vote on Assembly Floor
    Assembly Floor
    Vote on Assembly Floor
    AB 565 Dixon Consent Calendar Second Day
    Assembly Judiciary Hearing
    Assembly Committee
    Assembly Judiciary Hearing
    Do pass as amended. To Consent Calendar
    Introduced
    Assembly Floor
    Introduced
    Read first time. To print.

    Contacts

    Profile
    Diane DixonR
    Assemblymember
    Bill Author
    Not Contacted
    Not Contacted
    0 of 1 row(s) selected.
    Page 1 of 1
    Select All Legislators
    Profile
    Diane DixonR
    Assemblymember
    Bill Author

    Get Involved

    Act Now!

    Email the authors or create an email template to send to all relevant legislators.

    Introduced By

    Diane Dixon
    Diane DixonR
    California State Assembly Member
    90% progression
    Bill has passed the legislature and has been sent to the Governor for approval (7/14/2025)

    Latest Voting History

    View History
    June 23, 2025
    PASS
    Senate Floor
    Vote on Senate Floor
    AyesNoesNVRTotalResult
    370340PASS

    Key Takeaways

    • Establishes new rules for who can legally represent trust beneficiaries and receive notices on their behalf.
    • Requires written consent from beneficiaries before anyone can represent them in trust matters.
    • Protects beneficiaries by prohibiting representatives with conflicts of interest.
    • Shields trustees from liability when they rely on authorized representatives in good faith.

    Get Involved

    Act Now!

    Email the authors or create an email template to send to all relevant legislators.

    Introduced By

    Diane Dixon
    Diane DixonR
    California State Assembly Member

    Summary

    Assemblymember Dixon's trust administration reform measure revises how beneficiaries may be represented in California trust proceedings by replacing existing indirect notice provisions with a comprehensive framework for authorized representation. The new provisions establish that notice given to an authorized representative satisfies legal requirements as if delivered directly to the beneficiary.

    The legislation outlines specific parameters for representation, requiring written consent and prohibiting representatives with conflicts of interest from binding beneficiaries. Parents may represent minor children, conservators their conservatees, and trustees their beneficiaries, among other permitted relationships. The measure also addresses representation across successive interests, allowing current interest holders to bind future beneficiaries in certain circumstances. While fiduciaries acting on representations receive liability protection, they remain accountable for intentional breaches, gross negligence, or bad faith actions.

    Represented persons retain the right to object before consents become effective, and the bill preserves existing requirements for special notice requests and court-appointed guardians ad litem. The provisions apply to all trust-related notices and documents, creating uniform standards for representation across trust administration proceedings.

    90% progression
    Bill has passed the legislature and has been sent to the Governor for approval (7/14/2025)

    Key Dates

    Vote on Senate Floor
    Senate Floor
    Vote on Senate Floor
    Consent Calendar 2nd AB565 Dixon
    Senate Judiciary Hearing
    Senate Committee
    Senate Judiciary Hearing
    Do pass and be ordered to the Consent Calendar
    Vote on Assembly Floor
    Assembly Floor
    Vote on Assembly Floor
    AB 565 Dixon Consent Calendar Second Day
    Assembly Judiciary Hearing
    Assembly Committee
    Assembly Judiciary Hearing
    Do pass as amended. To Consent Calendar
    Introduced
    Assembly Floor
    Introduced
    Read first time. To print.

    Latest Voting History

    View History
    June 23, 2025
    PASS
    Senate Floor
    Vote on Senate Floor
    AyesNoesNVRTotalResult
    370340PASS

    Contacts

    Profile
    Diane DixonR
    Assemblymember
    Bill Author
    Not Contacted
    Not Contacted
    0 of 1 row(s) selected.
    Page 1 of 1
    Select All Legislators
    Profile
    Diane DixonR
    Assemblymember
    Bill Author