California § 16061.5. 16061.5. (Amended by Stats. 2010, Ch. 621, Sec. 4.)

California Statutes

§ 16061.5. — 16061.5. (Amended by Stats. 2010, Ch. 621, Sec. 4.)

California § 16061.5.

JurisdictionCalifornia

Code PROBProbate Code - PROB

Div. 9.DIVISION 9. TRUST LAW

Part 4.PART 4. TRUST ADMINISTRATION

Ch. 1.CHAPTER 1. Duties of Trustees

Art. 3.ARTICLE 3. Trustee’s Duty to Report Information and Account to Beneficiaries

This text of California § 16061.5. (16061.5. (Amended by Stats. 2010, Ch. 621, Sec. 4.)) is published on Counsel Stack Legal Research, covering California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook

Cal. Probate Code - PROB Code § 16061.5. (2026).

Text

(a)A trustee shall provide a true and complete copy of the terms of the irrevocable trust, or irrevocable portion of the trust, to each of the following:

(1)Any beneficiary of the trust who requests it, and to any heir of a deceased settlor who requests it, when a revocable trust or any portion of a revocable trust becomes irrevocable because of the death of one or more of the settlors of the trust, when a power of appointment is effective or lapses upon the death of a settlor under the circumstances described in paragraph (3) of subdivision (a) of Section 16061.7, or because, by the express terms of the trust, the trust becomes irrevocable within one year of the death of a settlor because of a contingency related to the death of one or more of the settlors of the trust.

(2)Any be

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(a)
A trustee shall provide a true and complete copy of the terms of the irrevocable trust, or irrevocable portion of the trust, to each of the following:
(1)
Any beneficiary of the trust who requests it, and to any heir of a deceased settlor who requests it, when a revocable trust or any portion of a revocable trust becomes irrevocable because of the death of one or more of the settlors of the trust, when a power of appointment is effective or lapses upon the death of a settlor under the circumstances described in paragraph (3) of subdivision (a) of Section 16061.7, or because, by the express terms of the trust, the trust becomes irrevocable within one year of the death of a
settlor because of a contingency related to the death of one or more of the settlors of the trust.
(2)
Any beneficiary of the trust who requests it, whenever there is a change of trustee of an irrevocable trust.
(3)
If the trust is a charitable trust subject to the supervision of the Attorney General, to the Attorney General, if requested, when a revocable trust or any portion of a revocable trust becomes irrevocable because of the death of one or more of the settlors of the trust, when a power of appointment is effective or lapses upon the death of a settlor under the circumstances described in paragraph (3) of subdivision (a) of Section 16061.7, or because, by the express terms of the trust, the trust becomes irrevocable within one year of the death of a settlor because of a contingency related to the death of one or more of the settlors of the trust, and whenever there is a
change of trustee of an irrevocable trust.
(b)
The trustee shall, for purposes of this section, rely upon any final judicial determination of heirship. However, the trustee shall have discretion to make a good faith determination by any reasonable means of the heirs of a deceased settlor in the absence of a final judicial determination of heirship known to the trustee.