Pre-Licensing Education Information

Pre-Licensing Education Information

Legislation creating the Professional Fiduciaries Bureau was passed in 2006 (effective January 1, 2007) to license and regulate non-family member private fiduciaries including certain conservators, guardians, trustees, personal representative of a decedent's estate, and agents under durable power of attorney for health care and finances as defined in the Profession Fiduciaries Act (Act).

The Act requires any person in California representing himself or herself as a professional fiduciary be licensed by January 1, 2009. However, any professional fiduciary seeking a new court appointment between July 1, 2008 and December 31, 2008 must first obtain a license.

One major component of licensing is the requirement to obtain 30 hours (one (1) hour must be in cultural competency) of pre-licensing education credit in approved education courses. An approved education course must be relevant to fiduciary responsibilities of the person or of estate management for conservators, guardians, trustees, or agents under durable power of attorney, or of the court system or ethics for fiduciaries. Bureau approved courses must be taken from an accredited educational institution, or be approved or offered by an approved education provider.

Approved Education Providers