Probate Code section 6320

As used in this chapter, unless the context otherwise requires:

(a)

“Designation” means a designation made pursuant to Section 6321.

(b)

“Instrument” includes all of the following:

(1)

An insurance, annuity, or endowment contract (including any agreement issued or entered into by the insurer in connection therewith, supplemental thereto, or in settlement thereof).

(2)

A pension, retirement benefit, death benefit, stock bonus, profit-sharing or employees’ saving plan, employee benefit plan, or contract created or entered into by an employer for the benefit of some or all of his or her employees.

(3)

A self-employed retirement plan, or an individual retirement annuity or account, established or held pursuant to the Internal Revenue Code.

(4)

A multiple-party account, as defined in Section 5132.

(5)

Any other written instrument of a type described in Section 5000.

Source: Section 6320, https://leginfo.­legislature.­ca.­gov/faces/codes_displaySection.­xhtml?lawCode=PROB§ionNum=6320.­ (accessed Jun. 2, 2025).

Last Updated

May 12, 2025

§ 6320’s source at ca​.gov