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What are the roles of a California Private Professional Fiduciary?

A California private professional fiduciary is a professional who provides invaluable services to those who are incapable of managing their own affairs. These services range anywhere from helping an infirmed person pay their bills while they are sick, to assuring the proper management of their estate before and after death.

Becoming a California private professional fiduciary requires certification by the California Department of Consumer Affairs Professional Fiduciary Bureau. The criteria for certification can be found on the Fiduciary Bureau's Website and include:

  • Passing the state's Professional Fiduciaries Exam
  • Complete a minimum of 30 hours of pre-licensing professional education
  • Complete an additional 3 hours of continuing professional education each year to maintain a license
Locating a licensed California private professional fiduciary is easy. You can search by last name, business name, or license number on the professional fiduciary bureau's license verification page.

Hiring a private California professional fiduciary is a way to assure that your affairs or the affairs of a loved one are managed in a competent legal manner without having to burden your loved ones.

Private professional fiduciaries can also be utilized in situations where there is tension between siblings and family members and a neutral third party may be best suited for making decisions on behalf of a loved one.

The initial and continuing educational requirements for becoming a professional fiduciary assure that your fiduciary is knowledgeable about changes in the law that may affect your rights.

The professional fiduciary code of ethics can assure you and your family that your affairs will be handled in a caring and professional manner. For professional private fiduciary services, contact the certified experts at Cheadle Law: 949.553.1066.

A review of any materials on this web page, any preliminary comments or an introductory meeting does not constitute legal, income tax or accounting advice upon which reliance can be placed. The attorney client relationship can only be created by a written retainer agreement following a check of potential and actual conflicts of interest with other clients.
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