Trusted with someone's whole life.
California's association of licensed professional fiduciaries, and where families start when they need one.
Prefer to talk it through? Call the business office at 844.211.3151, Monday to Friday, 9:00 am to 5:30 pm.
Find the right person, close to home.
Every professional fiduciary in California is licensed by the Professional Fiduciaries Bureau. PFAC's members also commit to a Code of Conduct and keep learning every year.
Search the member directory
Find PFAC members by city, county or the kind of help you need.
Open the directory →Not sure where to start?
Read our short guide for families, with the questions worth asking first.
Read the guide →What a fiduciary can do
One person you trust can take on one of these roles, or several.
Trustee
Manages what is held in a trust and follows the trust's own instructions, for the people it was set up to benefit.
Conservator
Appointed by a court to look after an adult who can no longer fully manage their own care, money, or both.
Guardian
Appointed by a court to look after a child's well-being or property when the parents can't.
Executor
Settles an estate after a death: gathers what the person owned, pays final bills and passes on the rest as the will says.
Agent under a power of attorney
Acts for someone, within the powers that person signed over, while they are still living.
“Care for the person, keep the papers in order, and answer for both.”
The heart of PFAC's Code of Conduct, in our words
A license is the start, not the finish.
PFAC is where California's fiduciaries keep learning and stay connected: Fiduciary Academy courses, regional meetings and a yearly conference.
32nd Annual Conference
May 12 to 15, 2027, in San Diego. In person and online.
Fiduciary Academy
Courses on standards of practice and ethics, now also as a subscription.
Membership
For fiduciaries, students, retirees and the businesses that serve them.
The business office picks up.
Call 844.211.3151 or email PFACAdmin@pfac-pro.org, Monday to Friday, 9:00 am to 5:30 pm.
Find a fiduciaryPrefer to talk it through? Call the business office at 844.211.3151, Monday to Friday, 9:00 am to 5:30 pm.