Education, Advocacy and Advancement for Professional Fiduciaries

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


  • Friday, August 7, 2015
    Sonoma County Chapter Meeting
    Which Methods of Sale Best Protect Fiduciaries from Lawsuits and Beneficiaries
    1.25 CEU/MCLE Approved
    8:00 - 9:30 AM, Council on Aging, Santa Rosa
    Click here for info and registration

  • Thursday, August 20, 2015
    San Francisco Chapter Business Meeting
    No credits
    12:00 - 1:00 PM, Institute of Aging, San Francisco
    Click here for info and registration

  • 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

  • Wednesday, September 16, 2015
    Northern California Region Education Day

    7.5 CEU Pending
    8:00 AM - 6:30 PM, South San Francisco Conference Center, South San Francisco
    More info and registration coming soon

  • Saturday, September 19, 2015
    Southern Region Education Day

    3rd PFAC Southern Region Educational Day
    6.25 CEU - Pending
    7:30 AM - 4:00 PM, The Grand, Long Beach
    Click here for info and registration

  • Thursday, October 15, 2015
    Northern Regional Meeting

    Details to follow

  • Thursday, October 22, 2015
    Southern Region Meeting
    Details to follow

  • Tuesday, January 20, 2016
    Southern Region Meeting
    Details to follow

  • Friday, February 26, 2016
    Board of Directors Meeting

    Doubletree Club Orange County Airport, Santa Ana

  • Tuesday, March 15, 2016
    Southern Region Meeting
    Details to follow

  • Wednesday, June 1, 2016
    Board of Directors Meeting
    Hyatt Indian Wells Resort & Spa, Indian Wells (at conference)

  • Wednesday, August 3 - Friday, August 5, 2016
    Board of Directors Meeting

    Doubletree Club Orange County Airport, Santa Ana


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 1600
Conference x 1610
Executive Director x 1300
Web -
Conference -

PFAC 2016 – 2019 Conference Dates

  • 2016
    June 1 - June 4, 2016
    Hyatt Regency Indian Wells
    Indian Wells, CA

  • 2017
    April 26- 29, 2017
    Hyatt Regency San Francisco Airport
    Burlingame, CA

  • 2018
    May 30 - June 2, 2018
    Riverside Convention Center, Riverside, CA
    Host Hotels: Mission Inn Hotel & Spa; Marriott Riverside & Hyatt Place Riverside, CA

  • 2019
    June 5 - 8, 2019
    Westin Mission Hills,
    Rancho Mirage, CA

Do You Know What a Professional Fiduciary Is?

Click here to find out.

Are you a non-member who wants to subscribe to PFAC News?
Click here.

Becoming a Fiduciary
For information - click here.

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

Things to Remember When Renewing Your Fiduciary License With the Professional Fiduciary Bureau
Click here.

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