California Code
PART 4 - TRUST ADMINISTRATION
CHAPTER 1 - Duties of Trustees

ARTICLE 1 - Trustee s Duties in General

Section 16000. - 16000. On acceptance of the trust, the trustee has a...

Section 16001. - 16001. (a) Except as provided in subdivision (b), the trustee...

Section 16002. - 16002. (a) The trustee has a duty to administer the...

Section 16003. - 16003. If a trust has two or more beneficiaries, the...

Section 16004. - 16004. (a) The trustee has a duty not to use...

Section 16004.5. - 16004.5. (a) A trustee may not require a beneficiary to...

Section 16005. - 16005. The trustee of one trust has a duty not...

Section 16006. - 16006. The trustee has a duty to take reasonable steps...

Section 16007. - 16007. The trustee has a duty to make the trust...

Section 16009. - 16009. The trustee has a duty to do the following:...

Section 16010. - 16010. The trustee has a duty to take reasonable steps...

Section 16011. - 16011. The trustee has a duty to take reasonable steps...

Section 16012. - 16012. (a) The trustee has a duty not to delegate...

Section 16013. - 16013. If a trust has more than one trustee, each...

Section 16014. - 16014. (a) The trustee has a duty to apply the...

Section 16015. - 16015. The provision of services for compensation by a regulated...

ARTICLE 2 - Trustee s Standard of Care

Section 16040. - 16040. (a) The trustee shall administer the trust with reasonable...

Section 16041. - 16041. A trustee’s standard of care and performance in administering...

Section 16042. - 16042. (a) Notwithstanding the requirements of this article, Article 2.5...

ARTICLE 2.5 - Uniform Prudent Investor Act

Section 16045. - 16045. This article, together with subdivision (a) of Section 16002...

Section 16046. - 16046. (a) Except as provided in subdivision (b), a trustee...

Section 16047. - 16047. (a) A trustee shall invest and manage trust assets...

Section 16048. - 16048. In making and implementing investment decisions, the trustee has...

Section 16049. - 16049. Within a reasonable time after accepting a trusteeship or...

Section 16050. - 16050. In investing and managing trust assets, a trustee may...

Section 16051. - 16051. Compliance with the prudent investor rule is determined in...

Section 16052. - 16052. (a) A trustee may delegate investment and management functions...

Section 16053. - 16053. The following terms or comparable language in the provisions...

Section 16054. - 16054. This article applies to trusts existing on and created...

ARTICLE 3 - Trustee s Duty to Report Information and Account to Beneficiaries

Section 16060. - 16060. The trustee has a duty to keep the beneficiaries...

Section 16060.5. - 16060.5. As used in this article, “terms of the trust”...

Section 16060.7. - 16060.7. On the request of a beneficiary, the trustee shall...

Section 16061. - 16061. Except as provided in Section 16069, on reasonable request...

Section 16061.5. - 16061.5. (a) A trustee shall provide a true and complete...

Section 16061.7. - 16061.7. (a) A trustee shall serve a notification by the...

Section 16061.8. - 16061.8. A person upon whom the notification by the trustee...

Section 16061.9. - 16061.9. (a) A trustee who fails to serve the notification...

Section 16062. - 16062. (a) Except as otherwise provided in this section and...

Section 16063. - 16063. (a) An account furnished pursuant to Section 16062 shall...

Section 16064. - 16064. The trustee is not required to account to a...

Section 16068. - 16068. Any waiver by a settlor of the obligation of...

Section 16069. - 16069. (a) The trustee is not required to account to...

ARTICLE 4 - Duties With Regard to Discretionary Powers

Section 16080. - 16080. Except as provided in Section 16081, a discretionary power...

Section 16081. - 16081. (a) Subject to the additional requirements of subdivisions (b),...

Section 16082. - 16082. Except as otherwise specifically provided in the trust instrument,...

ARTICLE 5 - Duties of Trustees of Private Foundations, Charitable Trusts, and Split-Interest Trusts

Section 16100. - 16100. As used in this article, the following definitions shall...

Section 16101. - 16101. During any period when a trust is deemed to...

Section 16102. - 16102. During any period when a trust is deemed to...

Section 16103. - 16103. With respect to split-interest trusts: (a) Subdivisions (b) and...

Section 16104. - 16104. The provisions of Sections 16101, 16102, and 16103 shall...

Section 16105. - 16105. (a) A proceeding contemplated by Section 101(l)(3) of the...

Section 16106. - 16106. (a) On and after July 1, 2022, a trustee...