Resources

The following are some helpful tools in searching for professional fiduciary services. 

01

Professional Fiduciary Association of California

Fiduciaries play a unique and vital role in today's society - serving everyone from our most vulnerable populations (the elderly and those who can longer care for themselves) to independent, productive people who need assistance making sound financial, health care and day-to-day decisions. 

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Professional Fiduciary Bureau

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.

Hiring a Professional Fiduciary

Professional Fiduciary Association of California

Hiring a professional fiduciary is an important decision. Depending on the type of services you need, this person will have access to personal and financial information and you and/or your family members. You want to make sure you thoroughly vet the person being considered to receive the best possible service.