Deering's California Desktop Code Series, Probate Code

This edition contains the full text of the California Probate Code and related Rules of Court in a convenient desktop reference with analysis and convenient organizational features.
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Deering's California Desktop Code Set is a convenient desktop set with a current supplement that brings you the California Codes and Rules you need most in practice area tailored volumes. This volume is the Probate Code and is the desktop reference you can start your research with each and every time. Inside you'll find:

•   Full text of the California Probate Code
•   Analysis of each code at the conclusion of the Legislative Session.
•   A table of sections affected by recent legislation.
•   Bold notations, appearing in headings, of Sunset and operative-date provisions.
•   All changes in text highlighted with italics.
•   All omissions in text highlighted with three asterisks.

Deering's California Desktop Code Set is produced by the same expert Michie and LexisNexis editorial team that brings you Deering's California Codes Annotated, your respected California code service for over 130 years. Purchase the Probate Code or get the complete Desktop Set for your own desk or for every attorney in your firm. Rely on the same legal research excellence that has been relied on by generations of California attorneys.

The 2023 edition ISBN is 9781663352620.

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Table of contents

DIVISION 1. Preliminary Provisions and Definitions 

PART 1. Preliminary Provisions

PART 2. Definitions

DIVISION 2. General Provisions

PART 1. Effect of Death of Married Person on Community and Quasi–community Property

PART 2. Surviving Spouse's Right in California Real Property of Nondomiciliary Decedent

PART 3. Contractual Arrangements Relating to Rights at Death

CHAPTER 1. Surviving Spouse's Waiver of Rights

CHAPTER 2. Contracts Concerning Will or Succession [Repealed]

PART 4. Establishing and Reporting Fact of Death

CHAPTER 1. Proceedings to Establish Death

CHAPTER 2. Recording Evidence of Death

CHAPTER 3. Reporting Fact of Death

PART 5. Simultaneous Death

CHAPTER 1. General Provisions

CHAPTER 2. Proceedings to Determine Survival

PART 6. Distribution Among Heirs or Beneficiaries

CHAPTER 1. Intestate Distribution System

CHAPTER 2. Distribution Under a Will, Trust, or Other Instrument

CHAPTER 3. Identity of Heirs and Other Interests

CHAPTER 1. Definitions

CHAPTER 2. General Provisions

CHAPTER 3. Disclaimers Effective Under Federal Law

PART 9. Trust Company as Fiduciary

PART 10. Immediate Steps Concerning Decedent's Tangible Personal Property and Safe Deposit Box

PART 11. Fiduciaries' Wartime Substitution Law

CHAPTER 1. General Provisions

ARTICLE 1. Short Title and Definitions

ARTICLE 2. Scope of Part

ARTICLE 3. Procedural Provisions

CHAPTER 2. Appointment of Substitute Fiduciary

CHAPTER 3. Delegation of Powers

ARTICLE 1. Delegation by Fiduciary

ARTICLE 2. Delegation by Consultant

PART 12. Probate Referees

CHAPTER 1. Appointment and Revocation

CHAPTER 2. Powers of Probate Referee

PART 13. Litigation Involving Decedent

CHAPTER 1. Liability of Decedent Covered by Insurance

CHAPTER 2. Survival of Actions [Repealed]

PART 14. Powers of Appointment

CHAPTER 1. General Provisions

CHAPTER 2. Definitions; Classification of Powers of Appointment

CHAPTER 3. Creation of Powers of Appointment

CHAPTER 4. Exercise of Powers of Appointment

ARTICLE 1. Donee's Capacity

ARTICLE 2. Scope of Donee's Authority

ARTICLE 3. Donee's Required Intent

ARTICLE 4. Types of Appointments

ARTICLE 5. Contracts to Appoint; Releases

CHAPTER 5. Effect of Failure to Make Effective Appointment

CHAPTER 6. Rights of Creditors

CHAPTER 7. Rule Against Perpetuities

CHAPTER 8. Revocability of Creation, Exercise, or Release of Power of Appointment

PART 15. Deposit of Estate Planning Documents With Attorney

CHAPTER 1. Definitions

CHAPTER 2. Duties and Liabilities of Attorney

CHAPTER 3. Termination of Deposit

ARTICLE 1. Termination by Depositor

ARTICLE 2. Termination by Attorney

PART 16. Jurisdiction

PART 17. Legal Mental Capacity

PART 18. Right To Trial

PART 19. Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person

DIVISION 3. General Provisions of a Procedural Nature

PART 1. General Provisions

CHAPTER 1. Rules of Practice

CHAPTER 2. Petitions and Other Papers

CHAPTER 3. Hearings and Orders

CHAPTER 4. Accounts

PART 2. Notices and Citations

CHAPTER 1. General Notice Provisions

CHAPTER 2. Mailing in General

CHAPTER 3. Mailing Notice of Hearing

CHAPTER 4. Posting Notice of Hearing

CHAPTER 5. Citations

CHAPTER 6. Request for Special Notice

CHAPTER 7. Proof of Giving Notice

PART 3. Appeals

CHAPTER 1. General

CHAPTER 2. Effect of an Appeal

DIVISION 4. Guardianship, Conservatorship, and Other Protective Proceedings

PART 1. Definitions and General Provisions

CHAPTER 1. Short Title and Definitions

CHAPTER 2. General Provisions

CHAPTER 3. Notices

CHAPTER 4. Appointment of Legal Counsel

CHAPTER 5. Transitional Provisions

PART 2. Guardianship

CHAPTER 1. Establishment of Guardianship

ARTICLE 1. Nomination of Guardian

ARTICLE 2. Appointment of Guardian Generally

ARTICLE 3. Nonrelative Guardianships CHAPTER 2. Termination

CHAPTER 3. Permanent and Stable Home

PART 3. Conservatorship

CHAPTER 1. Establishment of Conservatorship

ARTICLE 1. Persons for Whom Conservator May Be Appointed

ARTICLE 2. Order of Preference for Appointment of Conservator

ARTICLE 3. Establishment of Conservatorship

ARTICLE 4. Special Provisions Applicable Where Proposed Conservatee Is an Absentee

ARTICLE 5. Special Provisions Applicable Where Proposed Conservatee Is a Missing Person

CHAPTER 2. Periodic Review of Conservatorship

CHAPTER 3. Termination

CHAPTER 4. Legal Capacity of Conservatee

ARTICLE 1. Capacity to Bind or Obligate Conservatorship Estate

ARTICLE 2. Capacity to Give Informed Consent for Medical Treatment

ARTICLE 3. Capacity of Conservatee to Marry

CHAPTER 5. Disqualification From Voting

CHAPTER 6. Sterilization

CHAPTER 7. Unwarranted Petitions

CHAPTER 8. (Operative January 1, 2016) Interstate Jurisdiction, Transfer, and Recognition: California
Conservatorship Jurisdiction Act

ARTICLE 1. (Operative January 1, 2016) General Provisions

ARTICLE 2. (Operative January 1, 2016) Jurisdiction

ARTICLE 3. (Operative January 1, 2016) Transfer of Conservatorship

ARTICLE 4. (Operative January 1, 2016) Registration and Recognition of Orders from Other
States

ARTICLE 5. (Operative January 1, 2016) Miscellaneous Provisions

ARTICLE 6. (Operative January 1, 2016) Federally Recognized Indian Tribe

PART 4. Provisions Common to Guardianship and Conservatorship

CHAPTER 1. General Provisions

CHAPTER 2. Jurisdiction and Venue

ARTICLE 1. Jurisdiction and Venue

ARTICLE 2. Change of Venue

CHAPTER 3. Temporary Guardians and Conservators

CHAPTER 4. Oath, Letters, and Bond

ARTICLE 1. Requirement of Oath and Bond

ARTICLE 2. Letters

ARTICLE 3. Bonds of Guardians and Conservators

ARTICLE 4. Professional Fiduciaries

CHAPTER 5. Powers and Duties of Guardian or Conservator of the Person

CHAPTER 6. Powers and Duties of Guardian or Conservator of the Estate

ARTICLE 1. Definitions and General Provisions

ARTICLE 2. Support and Maintenance of Ward or Conservatee and Dependents

ARTICLE 3. Payment of Debts and Expenses

ARTICLE 4. Estate Management Powers Generally

ARTICLE 5. Compromise of Claims and Actions; Extension, Renewal, or Modification of Obligations

ARTICLE 6. Conveyance or Transfer of Property Claimed to Belong to Ward or Conservatee or Other Person [Repealed]

ARTICLE 7. Sales

ARTICLE 8. Notes, Mortgages, Leases, Conveyances, and Exchanges

ARTICLE 9. Investments and Purchase of Property

ARTICLE 10. Substituted Judgment

ARTICLE 11. Independent Exercise of Powers

CHAPTER 7. Inventory and Accounts

ARTICLE 1. Definitions and General Provisions

ARTICLE 2. Inventory and Appraisal of Estate

ARTICLE 2.5. Examination Concerning Assets of Estate

ARTICLE 3. Accounts

ARTICLE 4. Accounts on Termination of Relationship

CHAPTER 8. Compensation of Guardian, Conservator, and Attorney

CHAPTER 9. Removal or Resignation

ARTICLE 1. Removal of Guardian or Conservator

ARTICLE 2. Resignation of Guardian or Conservator

CHAPTER 9.5. Appointment of Successor Guardian or Conservator

ARTICLE 1. Appointment of Successor Guardian

ARTICLE 2. Appointment of Successor Conservator

CHAPTER 10. Requests for Special Notice

CHAPTER 11. Appeals [Repealed]

CHAPTER 12. Transfer of Personal Property Out of State

CHAPTER 13. Statewide Registry [Repealed]

CHAPTER 14. Notification to Court by Institutions

PART 5. Public Guardian

CHAPTER 1. Taking Temporary Possession or Control of Property

CHAPTER 2. Prefiling Investigation by Public Guardian

CHAPTER 3. Appointment of Public Guardian

CHAPTER 4. Administration by Public Guardian

CHAPTER 5. Financial Abuse of Mentally Impaired Elders

ARTICLE 1. General

ARTICLE 2. Estate Protection

PART 6. Management or Disposition of Community Property Where Spouse Lacks Legal Capacity

CHAPTER 1. Definitions and General Provisions

ARTICLE 1. Definitions

ARTICLE 2. General Provisions

CHAPTER 2. Management, Control, and Disposition

ARTICLE 1. Management, Control, and Disposition Generally

ARTICLE 2. Substitute for Joinder or Consent Requirements

ARTICLE 3. Enforcement of Support of Spouse Who Has Conservator

CHAPTER 3. Proceeding for Particular Transaction

ARTICLE 1. General Provisions

ARTICLE 2. Commencement of Proceeding

ARTICLE 3. Petition

ARTICLE 4. Citation and Notice of Hearing

ARTICLE 5. Hearing and Order

ARTICLE 6. Consummation of Transaction

PART 7. Capacity Determinations and Health Care Decisions for Adult Without Conservator

PART 8. Other Protective Proceedings

CHAPTER 1. General Provisions

CHAPTER 2. Money or Property Belonging to Minor

ARTICLE 1. Total Estate Not in Excess of $5,000

ARTICLE 2. Property in the Form of Money

CHAPTER 3. Compromise by Parent of Minor's Disputed Claim

CHAPTER 4. Money or Property Paid or Delivered Pursuant to Compromise or Judgment for Minor
or Disabled Person

ARTICLE 1. General Provisions

ARTICLE 2. Disposition of Money or Other Property Where No Guardianship or Conservatorship

CHAPTER 5. Property of Absent Federal Personnel

ARTICLE 1. Definitions

ARTICLE 2. Court Proceeding to Set Aside Personal Property of Absentee

ARTICLE 3. Management and Disposition of Personal Property of Absentee Without Court Proceeding

ARTICLE 4. Absentee's Power of Attorney

CHAPTER 6. Removal of Property of Nonresident

PART 9. California Uniform Transfers to Minors Act

DIVISION 4.5. Powers of Attorney

PART 1. Definitions and General Provisions

CHAPTER 1. Short Title and Definitions

CHAPTER 2. General Provisions

PART 2. Powers of Attorney Generally

CHAPTER 1. General Provisions

CHAPTER 2. Creation and Effect of Powers of Attorney

CHAPTER 3. Modification and Revocation of Powers of Attorney

CHAPTER 4. Attorneys-in-Fact

ARTICLE 1. Qualifications and Authority of Attorneys-in-Fact

ARTICLE 2. Duties of Attorneys-in-Fact

ARTICLE 3. Authority of Attorneys-in-Fact .

CHAPTER 5. Relations With Third Persons

PART 3. Uniform Statutory Form Power of Attorney

CHAPTER 1. General Provisions

CHAPTER 2. Construction of Powers

PART 4. Judicial Proceedings Concerning Powers of Attorney

CHAPTER 1. General Provisions

CHAPTER 2. Jurisdiction and Venue

CHAPTER 3. Petitions, Orders, Appeals

PART 5. Judicial Proceedings Concerning Powers of Attorney [Repealed]

DIVISION 4.7. Health Care Decisions

PART 1. Definitions and General

CHAPTER 1. Short Title and Definitions

CHAPTER 2. General Provisions

CHAPTER 3. Transitional Provisions

PART 2. Uniform Health Care Decisions Act

CHAPTER 1. Advance Health Care Directives

ARTICLE 1. General Provisions

ARTICLE 2. Powers of Attorney for Health Care

ARTICLE 3. Revocation of Advance Directives

CHAPTER 2. Advance Health Care Directive Forms

CHAPTER 3. Health Care Surrogates

CHAPTER 4. Duties of Health Care Providers

CHAPTER 5. Immunities and Liabilities

PART 3. Judicial Proceedings

CHAPTER 1. General Provisions

CHAPTER 2. Jurisdiction and Venue

CHAPTER 3. Petitions and Orders

PART 4. Request Regarding Resuscitative Measures

PART 5. Advance Health Care Directive Registry

DIVISION 5. Nonprobate Transfers

PART 1. Provisions Relating to Effect of Death

CHAPTER 1. General Provisions

CHAPTER 2. Nonprobate Transfers of Community Property

ARTICLE 1. General Provisions

ARTICLE 2. Consent to Nonprobate Transfer

ARTICLE 3. Revocation of Consent

PART 2. Multiple-Party Accounts

CHAPTER 1. Short Title and Definitions

ARTICLE 1. Short Title

ARTICLE 2. Definitions

CHAPTER 2. General Provisions

CHAPTER 3. Ownership Between Parties and Their Creditors and Successors

CHAPTER 4. Protection of Financial Institution

PART 3. Uniform TOD Security Registration Act

PART 4. Nonprobate Transfer to Former Spouse

PART 5. Gifts in View of Impending Death

DIVISION 6. Wills and Intestate Succession

PART 1. Wills

CHAPTER 1. General Provisions

CHAPTER 2. Execution of Wills

CHAPTER 3. Revocation and Revival

CHAPTER 4. Reference to Matters Outside the Will

CHAPTER 5. Rules of Construction of Wills [Repealed]

CHAPTER 6. California Statutory Will

ARTICLE 1. Definitions and Rules of Construction

ARTICLE 2. General Provisions

ARTICLE 3. Form and Full Text of Clauses

CHAPTER 7. Uniform Testamentary Additions to Trusts Act

CHAPTER 8. Nonprobate Transfer to Trustee Named in Decedent’s Will

CHAPTER 9. Devise Subject to California Uniform Transfers to Minors Act

CHAPTER 10. [No chapter of this number.]

CHAPTER 11. Uniform International Wills Act .

PART 2. Intestate Succession

CHAPTER 1. Intestate Succession Generally

CHAPTER 2. Parent and Child Relationship

PART 3. Family Protection

CHAPTER 1. Temporary Possession of Family Dwelling and Exempt Property

CHAPTER 2. Setting Aside Exempt Property Other Than Family Dwelling

CHAPTER 3. Setting Aside Probate Homestead

CHAPTER 4. Family Allowance

CHAPTER 5. Spouse or Child Omitted From Will [Repealed]

CHAPTER 6. Small Estate Set–aside

PART 4. Escheat of Decedent's Property

DIVISION 7. Administration of Estates of Decedents

PART 1. General Provisions

CHAPTER 1. Passage of Decedent's Property

CHAPTER 2. Jurisdiction and Courts

ARTICLE 1. Jurisdiction and Venue

ARTICLE 2. Disqualification of Judge

ARTICLE 3. Transfer of Proceedings

CHAPTER 3. Rules of Procedure

ARTICLE 1. Trial by Jury [Repealed]

ARTICLE 2. New Trials

ARTICLE 3. Appeals [Repealed]

ARTICLE 3.5. Judgments and Orders

ARTICLE 4. Orders and Transactions Affecting Property

ARTICLE 5. United States as Interested Person

CHAPTER 4. Public Administrators

ARTICLE 1. Taking Temporary Possession or Control of Property

ARTICLE 2. Appointment as Personal Representative

ARTICLE 3. Deposit of Money of Estate

ARTICLE 4. Summary Disposition of Small Estates

PART 2. Opening Estate Administration

CHAPTER 1. Commencement of Proceedings

CHAPTER 2. Notice of Hearing

ARTICLE 1. Contents

ARTICLE 2. Service of Notice of Hearing

ARTICLE 3. Publication

CHAPTER 3. Probate of Will

ARTICLE 1. Production of Will

ARTICLE 2. Proof of Will

ARTICLE 3. Contest of Will

ARTICLE 4. Revocation of Probate

CHAPTER 4. Appointment of Personal Representative

ARTICLE 1. General Provisions

ARTICLE 2. Executors

ARTICLE 3. Administrators With the Will Annexed

ARTICLE 4. Administrators

ARTICLE 5. Bond

ARTICLE 6. Removal From Office

ARTICLE 7. Changes in Administration

ARTICLE 8. Special Administrators

ARTICLE 9. Nonresident Personal Representative

PART 3. Inventory and Appraisal

CHAPTER 1. General Provisions

CHAPTER 2. Inventory

ARTICLE 1. General Provisions

ARTICLE 2. Discovery of Property of Decedent

CHAPTER 3. Appraisal

ARTICLE 1. Procedure

ARTICLE 2. Designation and Removal of Probate Referee

ARTICLE 3. Time for Probate Referee Appraisal

ARTICLE 4. Commission and Expenses of Probate Referee

ARTICLE 5. Transitional Provision

PART 4. Creditor Claims

CHAPTER 1. General Provisions

CHAPTER 2. Notice to Creditors

CHAPTER 3. Time for Filing Claims

CHAPTER 4. Filing of Claims

CHAPTER 5. Claims by Public Entities

CHAPTER 6. Allowance and Rejection of Claims

CHAPTER 7. Claims Established by Judgment

CHAPTER 8. Claims in Litigation

ARTICLE 1. Claim Where No Pending Action or Proceeding

ARTICLE 2. Claim Where Action or Proceeding Pending

ARTICLE 3. Litigation Where No Claim Required

ARTICLE 4. Transitional Provision

PART 5. Estate Management

CHAPTER 1. General Provisions

ARTICLE 1. Duties and Liabilities of Personal Representative

ARTICLE 2. Court Supervision

ARTICLE 3. Summary Determination of Disputes

ARTICLE 4. Joint Personal Representatives

ARTICLE 5. Independent Administration

ARTICLE 6. Transitional Provision

CHAPTER 2. Estate Management Generally

CHAPTER 2.5. Hiring and Paying Attorneys, Advisers, and Others [Repealed]

CHAPTER 3. Deposit of Money and Personal Property With Financial Institutions

CHAPTER 4. Investments and Purchase of Property

CHAPTER 5. Operation of Decedent's Business

CHAPTER 6. Abandonment of Tangible Personal Property

CHAPTER 7. Borrowing, Refinancing, and Encumbering Property

CHAPTER 8. Actions and Proceedings by or Against Personal Representative 9820

CHAPTER 9. Compromise of Claims and Actions; Extension, Renewal, or Modification of Obligations

CHAPTER 10. Acceptance of Deed In Lieu of Foreclosure or Trustee's Sale; Grant of Partial Satisfaction or Partial Reconveyance

CHAPTER 11. Conveyance or Transfer of Property Claimed to Belong to Decedent or Other Person
[Repealed]

CHAPTER 12. Purchase of Claims or Estate Property by Personal Representative or Personal
Representative's Attorney

CHAPTER 13. Dedication or Conveyance to Governmental Entity; Easements and Access Rights

CHAPTER 14. Exchange of Property

CHAPTER 15. Leases

CHAPTER 16. Granting Option to Purchase Real Property

CHAPTER 17. Option to Purchase Given in Will

CHAPTER 18. Sales

ARTICLE 1. General Provisions

ARTICLE 2. Contract With Agent, Broker, or Auctioneer

ARTICLE 3. Compensation of Agent, Broker, or Auctioneer

ARTICLE 4. Special Provisions Applicable to Particular Types of Property

ARTICLE 5. Sale of Personal Property

ARTICLE 6. Sale of Real Property

ARTICLE 7. Vacating Sale for Purchaser's Default; Liability of Defaulting Purchaser for Damages

ARTICLE 8. Application of Sale Proceeds of Encumbered Property; Sale to Lienholder

ARTICLE 9. Damages and Recovery of Property

PART 6. Independent Administration of Estates

CHAPTER 1. General Provisions

CHAPTER 2. Granting or Revoking Independent Administration Authority

CHAPTER 3. Administration Under Independent Administration Authority

ARTICLE 1. General Provisions

ARTICLE 2. Powers Exercisable Only After Giving Notice of Proposed Action

ARTICLE 3. Powers the Exercise of Which Requires Giving of Notice of Proposed Action Under
Some Circumstances

ARTICLE 4. Powers Exercisable Without Giving Notice of Proposed Action

CHAPTER 4. Notice of Proposed Action Procedure

PART 7. Compensation of Personal Representative and Attorney for the Personal Representative

CHAPTER 1. Amount of Compensation

ARTICLE 1. Compensation of Personal Representative

ARTICLE 2. Compensation of Attorney for the Personal Representative

CHAPTER 2. Allowance of Compensation by Court

CHAPTER 3. Application of Part

PART 8. Accounts

CHAPTER 1. General Provisions

CHAPTER 2. When Account Required

CHAPTER 3. Settlement of Account

CHAPTER 4. Compelling Account

PART 9. Payment of Debts

CHAPTER 1. Definitions and Preliminary Provisions

ARTICLE 1. Definitions

ARTICLE 2. Proceedings Commenced Before July 1, 1988

CHAPTER 2. General Provisions

CHAPTER 3. Allocation of Debts Between Estate and Surviving Spouse

CHAPTER 4. Debts That are Contingent, Disputed, or Not Due

PART 10. Distribution of Estate

CHAPTER 1. Order for Distribution

ARTICLE 1. General Provisions

ARTICLE 2. Preliminary Distribution

ARTICLE 3. Final Distribution

CHAPTER 2. Determination of Persons Entitled to Distribution

CHAPTER 3. Distribution of Property in Estate

CHAPTER 4. Deceased Distributee

CHAPTER 5. Deposit with County Treasurer

CHAPTER 6. Distribution to State

CHAPTER 7. Partition or Allotment of Property

CHAPTER 8. Interest and Income Accruing During Administration

PART 11. Closing Estate Administration

CHAPTER 1. Time for Closing Estate

CHAPTER 2. Discharge of Personal Representative

PART 12. Administration of Estates of Missing Persons Presumed Dead

PART 13. Nondomiciliary Decedents

CHAPTER 1. Definitions

CHAPTER 2. Ancillary Administration

ARTICLE 1. Opening Ancillary Administration

ARTICLE 2. Probate of Nondomiciliary Decedent’s Will Admitted to Probate in Sister State or Foreign Nation

ARTICLE 3. Application of General Provisions

ARTICLE 4. Distribution of Property to Sister State Personal Representative

CHAPTER 3. Collection of Personal Property of Small Estate by Sister State Personal Representative Without Ancillary Administration

CHAPTER 4. Jurisdiction Over Foreign Personal Representative

DIVISION 8. Disposition of Estate Without Administration

PART 1. Collection or Transfer of Small Estate Without Administration

CHAPTER 1. Definitions

CHAPTER 2. General Provisions

CHAPTER 3. Affidavit Procedure for Collection or Transfer of Personal Property

CHAPTER 4. Court Order Determining Succession to Property

CHAPTER 5. Affidavit Procedure for Real Property of Small Value

PART 2. Passage of Property to Surviving Spouse Without Administration

CHAPTER 1. General Provisions

CHAPTER 2. Right of Surviving Spouse to Dispose of Property

CHAPTER 3. Liability for Debts of Deceased Spouse

CHAPTER 3.5. Liability for Decedent's Property

CHAPTER 4. Collection by Affidavit of Compensation Owed to Deceased Spouse

CHAPTER 5. Determination or Confirmation of Property Passing or Belonging to Surviving Spouse

DIVISION 9. Trust Law

PART 1. General Provisions

PART 2. Creation, Validity, Modification, and Termination of Trusts

CHAPTER 1. Creation and Validity of Trusts

CHAPTER 2. Restrictions on Voluntary and Involuntary Transfers

CHAPTER 3. Modification and Termination of Trusts

PART 3. Trustees and Beneficiaries

CHAPTER 1. Trustees

ARTICLE 1. General Provisions

ARTICLE 2. Cotrustees

ARTICLE 3. Resignation and Removal of Trustees

ARTICLE 4. Appointment of Trustees

ARTICLE 5. Compensation and Indemnification of Trustees

CHAPTER 2. Beneficiaries

PART 4. Trust Administration

CHAPTER 1. Duties of Trustees

ARTICLE 1. Trustee's Duties in General

ARTICLE 2. Trustee's Standard of Care

ARTICLE 2.5. Uniform Prudent Investor Act

ARTICLE 3. Trustee' s Duty to Report Information and Account to Beneficiaries

ARTICLE 4. Duties With Regard to Discretionary Powers

ARTICLE 5. Duties of Trustees of Private Foundations, Charitable Trusts, and Split– Interest Trusts

CHAPTER 2. Powers of Trustees

ARTICLE 1. General Provisions

ARTICLE 2. Specific Powers of Trustees

CHAPTER 3. Uniform Principal and Income Act

ARTICLE 1. Short Title and Definitions

ARTICLE 2. General Provisions and Fiduciary Duties

ARTICLE 3. Decedent's Estate or Terminating Income Interest

ARTICLE 4. Apportionment at Beginning and End of Income Interest

ARTICLE 5.1. Allocation of Receipts During Administration of Trust: Receipts From Entities

ARTICLE 5.2. Allocation of Receipts During Administration of Trust: Receipts Not Normally Apportioned

ARTICLE 5.3. Allocation of Receipts During Administration of Trust: Receipts Normally Apportioned

ARTICLE 6. Allocation of Disbursements During Administration of Trust

CHAPTER 4. Liability of Trustees to Beneficiaries

ARTICLE 1. Liability for Breach of Trust

ARTICLE 2. Remedies for Breach of Trust

ARTICLE 3. Measure of Liability for Breach of Trust

ARTICLE 4. Limitations and Exculpation

CHAPTER 5. Notice of Proposed Action by Trustee

PART 5. Judicial Proceedings Concerning Trusts

CHAPTER 1. Jurisdiction and Venue.

CHAPTER 2. Notice

CHAPTER 3. Proceedings Concerning Trusts

CHAPTER 4. Testamentary Trusts Subject to Continuing Court Jurisdiction

ARTICLE 1. Administration of Testamentary Trusts Subject to Continuing Court Jurisdiction

ARTICLE 2. Removal of Trusts From Continuing Court Jurisdiction

CHAPTER 5. Transfer of Trust to Another Jurisdiction

CHAPTER 6. Transfer of Trust From Another Jurisdiction

PART 6. Rights of Third Persons

CHAPTER 1. Liability of Trustee to Third Persons

CHAPTER 2. Protection of Third Persons

CHAPTER 3. Rights of Creditors of Settlor

PART 7. Uniform Prudent Management of Institutional Funds Act

PART 8. Payment of Claims, Debts, and Expenses from Revocable Trust of Deceased Settlor

CHAPTER 1. General Provisions

CHAPTER 2. Petition for Approval and Settlement of Claims Against Deceased Settlor

CHAPTER 3. Publication of Notice

CHAPTER 4. Actual Notice to Creditors

CHAPTER 5. Time for Filing Claims.

CHAPTER 6. Filing of Claims

CHAPTER 7. Claims by Public Entities

CHAPTER 8. Allowance and Rejection of Claims

CHAPTER 9. Claims Established by Judgment

CHAPTER 10. Allocation of Debts Between Trust and Surviving Spouse

CHAPTER 11. Liability of Settlor's Surviving Spouse

CHAPTER 12. Distributee Liability

DIVISION 10. Proration of Taxes

CHAPTER 1. Proration of Estate Taxes

ARTICLE 1. General Provisions

ARTICLE 2. Proration

ARTICLE 3. Judicial Proceedings

CHAPTER 2. Proration of Taxes on Generation–Skipping Transfer

ARTICLE 1. General Provisions

ARTICLE 2. Proration

ARTICLE 3. Judicial Proceedings

DIVISION 11. Construction of Wills, Trusts, and Other Instruments

PART 1. Rules for Interpretation of Instruments

CHAPTER 1. General Provisions

CHAPTER 2. Ascertaining Meaning of Language Used in the Instrument

CHAPTER 3. Exoneration; Ademption

CHAPTER 4. Effective Dates

PART 2. Perpetuities

CHAPTER 1. Uniform Statutory Rule Against Perpetuities

ARTICLE 1. General Provisions

ARTICLE 2. Statutory Rule Against Perpetuities

ARTICLE 3. Time of Creation of Interest

ARTICLE 4. Reformation

ARTICLE 5. Exclusions from Statutory Rule Against Perpetuities

CHAPTER 2. Related Provisions

PART 3. No Contest Clause

PART 3.5. Limitations on Transfers to Drafters and Others [Repealed]

PART 3.7. Presumption of Fraud or Undue Influence

CHAPTER 1. Definitions

CHAPTER 2. Operation and Effect of Presumption

PART 4. Abatement

PART 5. Compliance with Internal Revenue Code

CHAPTER 1. General Provisions

CHAPTER 2. Marital Deduction Gifts

CHAPTER 3. Charitable Gifts

PART 6. Family Protection: Omitted Spouses and Children
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CHAPTER 1. General Provisions

CHAPTER 2. Omitted Spouses

CHAPTER 3. Omitted Children

CHAPTER 4. Applicability

PART 7. Contracts Regarding Testamentary or Intestate Succession