Licensing
Cal. BPC § 6533
California Statutes
In order to meet the qualifications for licensure as a professional fiduciary a person shall meet all of the following requirements: (
a) Be at least years of age. (
b) Have not committed any acts that are grounds for denial of a license under
Section or 6536. (
c) Submit fingerprint images as specified in
Section 6533.5 in order to obtain criminal offender record information. (
d) Have completed the required prelicensing education described in
Section 6538. (
e) Have passed the licensing examination administered by the bureau pursuant to
Section 6539. (
f) Have at least one of the following:
(1) A baccalaureate degree of arts or sciences from a college or university accredited by a nationally recognized accrediting body of colleges and universities or a higher level of education.
(2) An associate of arts or sciences degree from a college or university accredited by a nationally recognized accrediting body of colleges and universities, and at least three years of experience with either of the following substantive fiduciary responsibilities: (
A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in
Section 6501. (
B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in
Section 6501.
(3) At least five years of experience with either of the following substantive fiduciary responsibilities: (
A) Serving as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in
Section 6501. (
B) Working for a professional fiduciary, a public agency, or a financial institution acting as a conservator of a person, estate, or person and estate, a guardian of a person, estate, or person and estate, a trustee, an agent under a durable power of attorney for health care, an agent under a durable power of attorney for finances, or a personal representative of a decedent’s estate, as specified in
Section 6501. (
g) Agree to adhere to the Professional Fiduciaries Code of Ethics and to all statutes and regulations. (
h) Consent to the bureau conducting a credit check on the applicant. (
i) File a completed application for licensure with the bureau on a form provided by the bureau and signed by the applicant under penalty of perjury. (
j) Submit with the license application a nonrefundable application fee, as specified in this chapter.