Study Materials

Below is suggested study material and information that may assist you as you prepare for the exam.

1. McGovern California Probate Code – Annotated (inquire with your local probate court).
2. Business and Professions Code (located on the Bureau's website).
3. California Code of Regulations (located on the Bureau's website).
4. Conservator Handbook of California – by the Probate Court (300 page handbook).
5. PSI Candidate Information Bulletin – outlines the exam content and format.
6. The following is internet search language for Ethics for Trustees: "ethics for California trustees".
   Note: a list of links will appear, choose the best reading material that will assist you in learning most about ethics for CA trustees.
7. The following is internet search language for Special Needs Trusts: "California special needs trust guide".
   Note: a list of links will appear, choose the best reading material that will assist you in learning most about CA special need trusts.

We hope this information is helpful.

Sincerely,

Professional Fiduciaries Bureau