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.
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.
OUR VISION
Safeguarding the well-being of consumer who receive professional fiduciary services.
OUR MISSION
To protect consumers through licensing, education, and enforcement of the Professional Fiduciaries Act by promoting and upholding competency and ethical standards across the profession.
What's Happening
- Sunset Review Report 2017
- Proposed Regulation Updated
- Instructions on how to complete the Annual Statement
- Publications
- Strategic Plan 2018-2022
- 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:
https://www.fiduciary.ca.gov/webapps/subscribe.php
