Types of Membership

PFAC offers membership opportunities for fiduciaries as well as businesses supporting the fiduciary community.

Fiduciary Memberships

  • Associate
    Designed for the new fiduciary starting their professional practice. Can be licensed or non-licensed working under the license of a practicing professional fiduciary or attorney. Five-year limit before moving to General membership. Annual membership fee: $275
  • Associate to General
  • General
    Licensed professional fiduciary with two or more non-family clients. Annual membership fee: $350
  • Charter
    General member who was a founding member of PFAC.
  • Emeritus
    Retired General member recognized for their outstanding contribution to PFAC with a lifetime Emeritus status. No annual fee.

Service Provider Memberships

  • Affiliate
    Professional service provider to the fiduciary industry. Membership to the individual person/business. Annual membership fee: $250
  • Affiliate Corp
    Professional service provider to the fiduciary industry. Membership to the corporation with multiple and changeable individuals. Annual membership fee: $500 for up to three individuals.

Join us in 2019
as PFAC is ‘Making Magic Happen’
at the happiest place on Earth.


The 24th Annual PFAC Educational Conference provides
the most comprehensive fiduciary education available
in California. Who says learning can’t be fun?!

Visit the Conference Website

 

Thanks for making the 23rd Annual PFAC Educational Conference a success!

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives