Welcome to the Professional Fiduciaries Bureau's Website
Llame a nuestra línea de asistencia en español a (800) 952-5210.
The Professional Fiduciaries Bureau was created by legislation that passed and was enacted into law in 2007 to regulate non-family member professional fiduciaries, including conservators, guardians, trustees, and agents under durable power of attorney as defined by the Professional Fiduciaries Act. Are You A Professional Fiduciary?
Professional fiduciaries provide critical services to seniors, persons with disabilities, and children. They manage matters for clients including daily care, housing and medical needs, and also offer financial management services ranging from basic bill paying to estate and investment management. Requirements for licensing include passing an examination and completing thirty (30) hours of approved education courses (See Pre-Licensing Education Information), and earning fifteen (15) hours of continuing education credit (two (2) hours must be in ethics for fiduciaries) each year for renewal.
To protect, maintain, and enhance the quality of life for consumers by promoting the highest Professional Fiduciary standards.
To protect consumers through licensing, education, and enforcement by ensuring the competency and ethical standards of Professional Fiduciaries.
- Instructions on how to complete the Annual Statement
- Proposed Regulation Update
- Modified Text
- Proposed Regulation Hearing
- Sunset Review 2013
- Strategic Plan 2014-2016
- Information for Military Personnel and Their Spouses/Domestic Partners
- Current Mailing Address
- Professional Fiduciary Application Package
- For the latest information on the Bureau, Please sign up on the following link:
Translate this site:
This Google translation feature is provided for informational purposes only as
DCA is unable to guarantee the accuracy of this translation. Please consult a
translator for accuracy if you are relying on the translation or are using this
site for official business.