Rule 7.902. Beneficiaries to be listed in petitions and accounts
Cal. Rules of Court, rule 7.902
Current text effective January 1, 2007.
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.
#History
Rule 7.902 amended effective January 1, 2007; adopted effective January 1, 2002.
What this rule requires
Document Filing Requirements
A trust petition and account must list the names and last known addresses of vested or contingent beneficiaries, subject to the stated exceptions for a competent holder of revocation power and beneficiaries not entitled to notice under Probate Code section 15804.
The rule's wording
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.
Official text: courts.ca.gov , checked October 19, 2026.