Wills, Estates & Trusts,
Probate
Jan. 2, 2026
AB 565: Comprehensive virtual representation for trust matters
On Jan. 1, 2026, Assembly Bill 565 goes into effect, amending Probate Code section 15804. The bill enacts a comprehensive statutory framework for virtual representation--a mechanism used in nearly every state except Louisiana and Oklahoma. Virtual representation will reshape how notice and consent requirements are met in trust matters.
Under numerous Probate Code sections, notice must be provided to "all beneficiaries," "each beneficiary" or "each heir"...
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