California · 2025–26 Regular Session · Assembly Bill
AB 565: Representation of trust beneficiaries.
Enacted Official data
- Introduced
- In committee
- Passed one chamber
- Passed both chambers
- Enacted
Last official action: ·Record last updated:
Plain-language summary
AB 565 is a assembly bill introduced in the California Assembly on February 12, 2025. According to its official title, it concerns: Representation of trust beneficiaries. . Primary sponsor: Diane Dixon (R). Most recent recorded action (July 14, 2025): Chaptered by Secretary of State - Chapter 39, Statutes of 2025.
Generated automatically from the official title, sponsor list, and status record only. It does not characterize the bill’s purpose or effects. How summaries are written
Official summary
Legislative Counsel’s Digest (official, as of the latest version). Written by nonpartisan legislative staff; reproduced verbatim.
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.
Sponsors
Sponsors by party (alphabetical): Republican 1
| Name | Role | Party | Chamber | District |
|---|---|---|---|---|
| Diane Dixon | Primary sponsor | Republican | Assembly | 72 |
“Support” is shown only as formal sponsorship recorded by the legislature. Roll-call votes are available on the official bill page.
Recent official actions
- Chaptered by Secretary of State - Chapter 39, Statutes of 2025.
- Approved by the Governor.
- Enrolled and presented to the Governor at 2 p.m.
- In Assembly. Ordered to Engrossing and Enrolling.
- Read third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.).
- Read second time. Ordered to Consent Calendar.
- From committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17).
- Referred to Com. on JUD.
- In Senate. Read first time. To Com. on RLS. for assignment.
- Read third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.)
- Read second time. Ordered to Consent Calendar.
- Read second time and amended. Ordered returned to second reading.