All Roll Calls
Yes: 135 • No: 0
CaliforniaAB 5652025-2026 Regular SessionHouse
Representation of trust beneficiaries.
Sponsored By: Diane Dixon (Republican)
Signed by Governor
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Bill Overview
Analyzed Economic Effects
4 provisions identified: 1 benefits, 0 costs, 3 mixed.
Safeguards and limits on trust representation
A person with a conflict of interest cannot act as a representative. The person who created an irrevocable trust cannot act for a beneficiary to end or change that trust. Consent to be represented must be in writing. That consent binds the person unless they object before it takes effect.
Fiduciary safe harbor when relying on representation
A trustee or other fiduciary who relies on a valid representation is not liable for losses unless they acted intentionally, with gross negligence, in bad faith, or with reckless indifference to beneficiaries.
Notice to trust representatives counts
In trust and estate matters, giving notice to an authorized representative counts the same as notice to the person. “Notice” includes related papers and documents. A court decision under this law is final for the person who was represented. Existing special‑notice rights and guardian ad litem options still apply.
Who can act for trust beneficiaries
The law sets who may act for others in trust and estate matters. Parents may act for minor children when no guardian or guardian ad litem is appointed. Conservators, guardians of the estate, authorized agents, trustees, and personal representatives may act when they have authority. If no one else represents them, a person with the same interest may act for minors, incapacitated, unborn, or unknown persons. People who hold the same kind of class or future share, and holders of powers of appointment, can sometimes act for others with those shares.
Sponsors & Cosponsors
Sponsor
Diane Dixon
Republican • House
Cosponsors
There are no cosponsors for this bill.
Roll Call Votes
Senate vote • 6/23/2025
Item 64 — Senate SFLOOR
Yes: 37 • No: 0
legislature vote • 6/17/2025
Vote in CS53
Yes: 12 • No: 0
House vote • 4/3/2025
Item 37 — Assembly AFLOOR
Yes: 74 • No: 0
legislature vote • 3/25/2025
Vote in CX13
Yes: 12 • No: 0
Actions Timeline
Chaptered by Secretary of State - Chapter 39, Statutes of 2025.
7/14/2025SenateApproved by the Governor.
7/14/2025legislatureEnrolled and presented to the Governor at 2 p.m.
7/2/2025legislatureIn Assembly. Ordered to Engrossing and Enrolling.
6/24/2025HouseRead third time. Passed. Ordered to the Assembly. (Ayes 37. Noes 0. Page 1706.).
6/23/2025SenateRead second time. Ordered to Consent Calendar.
6/18/2025SenateFrom committee: Do pass. To Consent Calendar. (Ayes 12. Noes 0.) (June 17).
6/17/2025SenateReferred to Com. on JUD.
5/7/2025SenateIn Senate. Read first time. To Com. on RLS. for assignment.
4/3/2025SenateRead third time. Passed. Ordered to the Senate. (Ayes 74. Noes 0. Page 1004.)
4/3/2025HouseRead second time. Ordered to Consent Calendar.
3/28/2025HouseRead second time and amended. Ordered returned to second reading.
3/27/2025HouseFrom committee: Amend, and do pass as amended. To Consent Calendar. (Ayes 12. Noes 0.) (March 25).
3/26/2025HouseReferred to Com. on JUD.
2/24/2025HouseFrom printer. May be heard in committee March 15.
2/13/2025HouseRead first time. To print.
2/12/2025House
Bill Text
Chaptered
7/14/2025
Enrolled
6/24/2025
Amended Assembly
3/27/2025
Introduced
2/12/2025