California Probate Code ARTICLE 3 - Trustee’s Duty to Report Information and Account to Beneficiaries

• Section 16060.
  The trustee has a duty to keep the beneficiaries of the trust reasonably informed of the trust and its administration.(Enacted by Stats. 1990, Ch. 79.)
• Section 16060.5.
  As used in this article, “terms of the trust” means the written trust instrument of an irrevocable trust or those provisions of a written trust...
• Section 16060.7.
  On the request of a beneficiary, the trustee shall provide the terms of the trust to the beneficiary unless the trustee is not required to...
• Section 16061.
  Except as provided in Section 16069, on reasonable request by a beneficiary, the trustee shall report to the beneficiary by providing requested information to the...
• Section 16061.5.
  (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...
• Section 16061.7.
  (a) A trustee shall serve a notification by the trustee as described in this section in the following events:(1) When a revocable trust or any portion thereof...
• Section 16061.8.
  No person upon whom the notification by the trustee is served pursuant to this chapter, whether the notice is served on him or her within...
• Section 16061.9.
  (a) A trustee who fails to serve the notification by trustee as required by Section 16061.7 on a beneficiary shall be responsible for all damages, attorney’s...
• Section 16062.
  (a) Except as otherwise provided in this section and in Section 16064, the trustee shall account at least annually, at the termination of the trust, and...
• Section 16063.
  (a) An account furnished pursuant to Section 16062 shall contain the following information:(1) A statement of receipts and disbursements of principal and income that have occurred during...
• Section 16064.
  The trustee is not required to account to a beneficiary as described in subdivision (a) of Section 16062, in any of the following circumstances:(a) To the...
• Section 16068.
  Any waiver by a settlor of the obligation of the trustee of either of the following is against public policy and shall be void:(a) To provide...
• Section 16069.
  The trustee is not required to account to the beneficiary, provide the terms of the trust to a beneficiary, or provide requested information to the...

Last modified: October 22, 2018