CAL LEG Estate Conservator Duties


On Aug. 22, CAL LEG enrolled bill on estate conservator duties.


  • CAL LEG enrolled bill SB 1106 in regards to estate conservator duties and powers.
  • Amends the Probate Code, CAL LEG 5-4-2352, CAL LEG 5-4-2361, CAL LEG 5-4-2700.
  • Bill Provisions
  • Guardianship-Conservatorship Law outlines the duties of guardians and conservators.
  • Current law allows a conservator to establish a conservatee's residence and requires choosing the least restrictive appropriate option, usually the conservatee's home.
  • A notice of residence change must be filed with the court within 30 days, and specific relatives must be informed 15 days before moving a conservatee from their home.
  • Notice must also be given 20 days before moving a conservatee from their current residence and extends notice requirements to those requesting special notice.
  • Additionally, the bill mandates that conservators provide notice of a conservatee’s death and details of any funeral arrangements, preferably electronically.
  • Legislative History
  • On Feb. 13, 2024, bill introduced in Senate; on May 20, 2024, bill passed in Senate.
  • On May 21, 2024, bill introduced in Assembly; on Jul. 1, 2024, bill passed in Assembly.
  • On Aug. 22, 2024, bill was enrolled and was sent to CAL LEG Governor for review.
  • Effectiveness
  • No effective date specified; CAL bills generally effective Jan. 1 next year, Jan. 1, 2025.
  • Sep. 2024 CAL LEG Governor Approval
  • On Sep. 22, 2024, CAL LEG governor approved Kasem-Nichols-Rooney law as Ch. 455

Regulators CAL LEG
Entity Types Bank; CNSM; Fiduciary
Reference Ch. 455, 9/22/2024; Bill, SB1106, 8/22/2024; Citation: *CAL LEG* 5-4-2352, 5-4-2361, 5-4-2700;
Functions Compliance; Legal; Operations; Registration/Licensing; Reporting
Countries United States of America
Category
State
Products Banking
Regions Am
Rule Type Final
Rule Date 8/22/2024
Effective Date 1/1/2025
Rule Id 223687
Linked to N/A
Reg. Last Update 9/22/2024
Report Section US Investment

Last substantive update on 09/26/2024