Rule 7.650. Decree of distribution establishing testamentary trusts
Cal. Rules of Court, rule 7.650
Current text effective January 1, 2002.
#(a) Determining the trust
Upon distribution, the court must:
#(1) Determine whether or not a valid trust has been created by the will;
#(2) Determine the terms of the trust; and
#(3) Order distribution of the trust property to the trustee.
(Subd (a) amended effective January 1, 2002.)
#(b) Terms of the trust
The order for distribution must incorporate the terms of the trust so as to give effect to the conditions existing at the time distribution is ordered. The pertinent provisions must be stated in the present tense and in the third person instead of quoting the will verbatim.
(Subd (b) amended effective January 1, 2002.)
#History
Rule 7.650 amended effective January 1, 2002; adopted effective January 1, 2000.
What this rule requires
Document Format Requirements
The pertinent provisions must be stated in the present tense and in the third person instead of quoting the will verbatim.
Document Filing Requirements
(1) Determine whether or not a valid trust has been created by the will;
(2) Determine the terms of the trust;
(3) Order distribution of the trust property to the trustee.
The order for distribution must incorporate the terms of the trust so as to give effect to the conditions existing at the time distribution is ordered.
Official text: courts.ca.gov , checked October 19, 2026.