Licensing Requirements

Effective July 1, 2008, California law requires private professional fiduciaries to be licensed with the Professional Fiduciary Bureau of the Department of Consumer Affairs. Any "ProFid" who is not licensed has a grace period to be in compliance which extends to January 1, 2009. The Court cannot appoint anyone who is not licensed. To find out the details on what constitutes a professional fiduciary and who may be exempt from the licensing requirements, you can go to the webpage for the Dept. of Consumer Affairs and locate the Professional Fiduciary Bureau for specific information. Cindy Harvey and I are pleased to report that we are in full compliance with the new laws, and ready to be assistance to the community's citizens and their families.