{"code":"PROB","codeName":"Probate Code","section":"16064","citation":"Prob. Code, § 16064","status":"in-force","lawOn":"2026-09-28","headings":[{"name":"DIVISION 9. TRUST LAW [15000. - 19530.]","url":"https://blackletter.si/probate-code/division-9"},{"name":"PART 4. TRUST ADMINISTRATION [16000. - 16632.]","url":"https://blackletter.si/probate-code/division-9/part-4"},{"name":"CHAPTER 1. Duties of Trustees [16000. - 16110.]","url":"https://blackletter.si/probate-code/division-9/part-4/chapter-1"},{"name":"ARTICLE 3. Trustee’s Duty to Report Information and Account to Beneficiaries [16060. - 16069.]","url":"https://blackletter.si/probate-code/division-9/part-4/chapter-1/article-3"}],"history":"Amended by Stats. 2010, Ch. 621, Sec. 7.   (SB 202)   Effective January 1, 2011.","effective":"2011-01-01","html":"<p>The trustee is not required to account to a beneficiary as described in subdivision (a) of Section <a href=\"/prob/16062\">16062</a>, in any of the following circumstances:</p><p>(a) To the extent the trust instrument waives the account, except that no waiver described in subdivision (e) of Section <a href=\"/prob/16062\">16062</a> shall be valid or enforceable. Regardless of a waiver of accounting in the trust instrument, upon a showing that it is reasonably likely that a material breach of the trust has occurred, the court may compel the trustee to account.</p><p>(b) As to a beneficiary who has waived in writing the right to an account. A waiver of rights under this subdivision may be withdrawn in writing at any time as to accounts for transactions occurring after the date of the written withdrawal. Regardless of a waiver of accounting by a beneficiary, upon a showing that is reasonably likely that a material breach of the trust has occurred, the court may compel the trustee to account.</p><p>(c) In any of the circumstances set forth in Section <a href=\"/prob/16069\">16069</a>.</p>","text":"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 extent the trust instrument waives the account, except that no waiver described in subdivision (e) of Section 16062 shall be valid or enforceable. Regardless of a waiver of accounting in the trust instrument, upon a showing that it is reasonably likely that a material breach of the trust has occurred, the court may compel the trustee to account. (b) As to a beneficiary who has waived in writing the right to an account. A waiver of rights under this subdivision may be withdrawn in writing at any time as to accounts for transactions occurring after the date of the written withdrawal. Regardless of a waiver of accounting by a beneficiary, upon a showing that is reasonably likely that a material breach of the trust has occurred, the court may compel the trustee to account. (c) In any of the circumstances set forth in Section 16069.","otherVersions":[],"url":"https://blackletter.si/probate-code/trustees-duty-to-report-information-and-account-to-16064","source":"California Legislative Information bulk export (pubinfo)"}