Resources

Handbook for Conservators

PFAC has partnered with the California Judicial Council to help make the Conservatorship Handbook available. It provides step-by-step information and tools — including forms, worksheets, and sample letters — needed to successfully fulfill the role of conservator of a person or estate. Learn about the different types of conservatorships and the role of probate court. Many resources on where to find help are also included in this handy guidebook. Click on the link below access the Conservatorship Handbook online through the California Court, Judicial Branch of California. Handbook for Conservators If you would like a printed copy mailed to you, PFAC can provide one for $20, the same fee charged by the court. To order your handbooks, click on the order button.




PFAC Newsletters



PFB Info

Need to renew your Professional Fiduciary License? Here’s a quick video from the Professional Fiduciaries Bureau to help you through the process. Keep in mind that your PFAC Membership Renewal is separate and done through PFAC.

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If you provide professional fiduciary services or are interested in becoming a professional fiduciary, sign up to receive updates on educational opportunities with PFAC. Whether it's learning with a group of your peers or from the comfort of your home or office, PFAC has a learning platform that will suit your needs.

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How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives

How Professional Fiduciaries Change Lives