Our General Membership is designed for licensed professional fiduciaries with two or more non-family clients.
Requirements to join include the following and are a part of the online application process. Please be prepared with these items prior to filling out the application. You cannot save the application and return to it later.
General Membership Application Requirements:
- Complete the online Membership Application;
- Submit three professional references:
- Submit three professional references must be able to attest to your work as a fiduciary or in a professional capacity and not related to the applicant.
- Please send the link below to your references:
https://pfac.memberclicks.net/24_reference_form
- Write an essay of 250 words or less answering the question, “Why would you like to join PFAC?”;
- Submit your current professional resume;
- General Membership applicants must meet the following two conditions:
- A minimum of two (2) years of experience as a Professional Fiduciary
- At least two (2) cases who are not relatives of the fiduciary
Annual Membership Dues: $350/calendar year (prorated upon application submission).
*** Membership renewal continuing education requirements, have changed. The applicant will now confirm/acknowledge that they have completed any and all continuing education requirements required in connection with their professional license renewal issued either through the Fiduciary Bureau or other agency that qualifies Applicant to act as a Professional Fiduciary.
