Trusts; modifying requirements related to management and enforceability of trusts. Effective date.
This Oklahoma Senate Bill 2104 updates trust law to clarify court procedures, strengthen beneficiary protections, and modernize dispute resolution. It specifies that trust disputes must be filed in the county where the trustee resides (amending Section 175.23), prevents trustees from using distribution powers to weaken beneficiary rights or reduce their own fiduciary duties (amending Section 175.717), and expands when trustees and beneficiaries can reach binding nonjudicial settlements without court approval (amending Section 1402). The bill directly affects trustees managing trusts, beneficiaries receiving trust assets, and courts handling trust administration cases. These changes aim to streamline trust disputes while ensuring trustees uphold their duties to beneficiaries.
Bill status
signed
all 5 stages cleared
Introduction
Feb 2026
Committee Review
May 2026
Senate Passage
Mar 2026
House Passage
May 2026
Signed into Law
May 2026
Introduced Feb 2, 2026
Signed May 13, 2026
Maddy AI version diff · 4 comparisons
What changed between versions
Floor (House)
→
Floor (Senate)
·
3 edits
MINOR
This bill updates the Oklahoma Senate version of a trust law bill to reflect recent legislative sessions and statutory references. It clarifies which court cases are considered 'proceedings in rem' and defines who must be included as necessary parties in trust disputes, specifically adding current trustees and those receiving distributions. The bill also expands the list of laws a trustee cannot violate when distributing trust assets.
Scope change
The bill's scope was updated to reference the 2025 and 2026 legislative sessions and to include new statutory titles (such as the Oklahoma Uniform Trust Code) in the list of laws trustees must follow.
DEFINITION
Updated the bill header and session information to reflect the 2nd Session of the 60th Legislature (2026) and Senate Floor Version status.
REQUIREMENT
Clarified that trust disputes are 'proceedings in rem' and specified that necessary parties include current trustees and persons currently receiving distributions, while excluding contingent beneficiaries.
Expanded the exceptions to a trustee's power to distribute trust assets to include violations of the Oklahoma Uniform Trust Code and the Oklahoma Charitable Fiduciary Act.
Floor votes · Senate Mar 11, 2026 · House May 6, 2026
How they voted
43–0
Passed · 7 other
Total votes 50
Mar 11, 2026
D
Democratic9
88% Yea
R
Republican41
85% Yea
Vote distribution
All Yea
All Nay
Mixed
No data
Full legislative history
Actions timeline
Total actions
22
Key actions
7
Committee
6
May 13, 2026
Signed into law
Approved by Governor 05/12/2026
upper
May 6, 2026
Committee
Referred for enrollment
upper
May 6, 2026
Lower · Passed
Third Reading, Measure passed: Ayes: 92 Nays: 0
lower
Apr 16, 2026
Lower · Passed
CR; Do Pass Judiciary and Public Safety Oversight Committee
lower
Apr 6, 2026
Lower · Passed
Policy recommendation to the Judiciary and Public Safety Oversight committee; Do Pass Civil Judiciary
lower
Mar 30, 2026
Committee
Referred to Civil Judiciary
lower
Mar 12, 2026
Introduced
First Reading
lower
Mar 12, 2026
Upper · Passed
Engrossed to House
upper
Mar 11, 2026
Committee
Referred for engrossment
upper
Mar 11, 2026
Upper · Passed
Measure passed: Ayes: 42 Nays: 0
upper
Feb 10, 2026
Upper · Passed
Reported Do Pass as amended Judiciary committee; CR filed
upper
Feb 2, 2026
Introduced
First Reading
upper
2 primary · 0 co-sponsors
Sponsors
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