PFAC is committed to provide information to the membership on economic, social and political developments likely to affect the professional fiduciary; to provide continuing education and promote minimum standards in the administration of conservatorships, guardianships, trusts, estates and durable powers of attorney; to build and maintain awareness of this association among families, attorneys, probate courts officials, various city and county agencies, and among present and potential fiduciaries; to provide advocacy with the state legislature; and to cooperate with the courts of this state.

A Professional Fiduciary Bureau Announcement

The Professional Fiduciary Bureau is pleased to announce two additional ways for consumers and licensees to keep up with what is going on at the Bureau through Facebook and Twitter! Please follow the Bureau by clicking on the following links:  Facebook & Twitter


  • February and March, 2015
    Chapter & Region Meetings and Conference Calls
    Information Sessions about the Proposed By-Laws to be voted on by early April

  • Wednesday, March 4, 2015
    Long Beach Chapter Educational Meeting
    Intellecutual Property - What is it and How to Handle It
    7:30 - 9:30 AM
    Tredway, Lumsdaine and Doyle, Long Beach
    Click here for info and registration

  • Friday, March 6, 2015
    Sonoma County Chapter Educational Meeting
    Secondary Traumatic Stress: It Could be Affecting Your Health and
    Service Delivery to Your Clients

    8:00 - 9:30 AM
    Council on Aging, Santa Rosa
    Click here for info and registration

  • Tuesday, March 10, 2015
    San Francisco Chapter Educational Meeting
    Paying for Caregivers in 2015
    11:45 AM -2:00 PM
    Solan, Park & Robello LLP, San Francisco
    Click here for info and registration

  • Thursday, March 12, 2015
    East Bay Chapter - Members Only Meeting
    Meeting to discuss recent proposed bylaw changes

    Click here for info

  • Thursday, March 19, 2015
    Sacramento Chapter - Members Only Meeting
    The topic will be review of proposed bylaw changes with questions
    & answers and chapter business.

    Click here for info and registration

  • Thursday, March 19, 2015
    Southern Region Educational Meeting - Members Only
    How To Close a Real Estate Transaction When One Party Dies or Becomes Incapacitated
    and Discussion on the Proposed Revisions to the state PFAC By-Laws

    Click here for info and registration

  • Wednesday, April 22, 2015
    8am – 5pm
    April Board of Directors meeting
    Will be held at the conference
    Sandpebble BC at Hyatt Regency Burlingame, CA

  • Wednesday, April 22 2015
    4pm - 5 pm
    Statewide Chapters & Regions Leadership Meeting
    In conjunction with the Annual Conference [JBS Account Manager]
    Hyatt Regency Burlingame, CA
    Scheduled for GPB- G; Grand Peninsula Ballroom G

  • July 8-9, 2015
    Chapters & Regions Leadership Gathering
    Doubletree Club by Hilton Orange County Airport
    7 Hutton Centre Drive
    Santa Ana, CA 92707

  • Friday July 10, 2015
    Board of Directors Meeting

    Doubletree Club by Hilton Orange County Airport
    7 Hutton Centre Drive
    Santa Ana, CA 92707

  • September 10-11, 2015
    Board of Directors Meeting

    Hyatt Regency Indian Wells Resort & Spa
    (2016 PFAC Conference host property)
    44-600 Indian Wells Lane
    Indian Wells, CA 92210

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Becoming a Fiduciary
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NGA Study Guides
To order NGA Study Guides for the CA
licensing exam - click here.


PFAC New Administrative Office

PFAC c/o JBS & Associates
954 La Mirada St
Laguna Beach, CA 92651
Telephone 949-497-3673
Toll Free 866-886-7322
Fax 949-497-2623
Membership x 600
Conference x 610
Executive Director x 300
Web -
Conference -

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