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Cal. Rules of Court, rule 7.902 · Chapter 19. Trusts

Beneficiaries to be listed in petitions and accounts

Verbatim from the official edition

Text — As posted by the Judicial Council of California (read October 22, 2026)

A petition and account involving a trust must state the names and last known addresses of all vested or contingent beneficiaries, including all persons in being who may or will receive income or corpus of the trust, provided, however, that (1) during the time that the trust is revocable and the person holding the power to revoke the trust is competent, the names and last known addresses of beneficiaries who do not hold the power to revoke do not need to be stated, and (2) the petition or account does not need to state the name and last known address of any beneficiary who need not be given notice under Probate Code section 15804.

Notes and commentary — not rule text

History

Rule 7.902 amended effective January 1, 2007; adopted effective January 1, 2002.

Source of truth

Edition
As posted by the Judicial Council of California (read October 22, 2026)
Official file
https://courts.ca.gov/cms/rules/index/seven/rule7_902
Text hash
sha256 65fa4f4cda6367e22b17ecad17c0277c54e35b97250ed295fa2f4749ca2461c7
Composed by
compose_crc.py 2026-10-22: the Judicial Council's rule pages read paragraph by paragraph; verify_crc.py's second reading of the Council's per-title PDFs finds every paragraph

This rule cites

Provisions in this library that the text above cites, as it prints each citation. A range cited as “ss. 61.13-61.16” links its first and last provisions.

Procedural information only. Not legal advice and not a substitute for the advice of an attorney. Confirm the current text with the official publisher before relying on it.