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Cal. Prob. Code § 16069

Trustee’s Duty to Report Information and Account to Beneficiaries

Showing this section's text as in effect on January 1, 2011 (in force January 1, 2011 – January 1, 2021). View current text →

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 beneficiary pursuant to Section 16061, in any of the following circumstances:

(a) In the case of a beneficiary of a revocable trust, as provided in Section 15800, for the period when the trust may be revoked.

(b) If the beneficiary and the trustee are the same person.

Official source: California Legislative Information. Reproduced from public-domain California statutes; confirm against the official source for the current text. Not legal advice.