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 consumers 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
- Instructions on how to complete the Annual Statement
- Substantial Relationship Criteria, Rehabilitation Criteria for Denials and Reinstatements, Rehabilitation Criteria for Suspensions and Revocations
- Information for Military Personnel and Their Spouses/Domestic Partners
- 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
Quick Hits
Governor and Executive Staff
