Department of Consumer Affairs Professional Fiduciaries Bureau

Right Column

Licensees

  • Name/Address Change Form
  • License Verification
  • Reporting Forms Required After Licensure
  • Initial Annual Statement - The Initial Annual Statement shall be filed within sixty (60) days of the issuance of a license as a California Professional Fiduciary. An Initial Annual Statement filed with the Bureau prior to the issuance of a license will not be accepted. Any Initial Annual Statement filed prior to the issuance of a license must be resubmit after licensure as required by law.
  • Reporting Form For License Renewal
  • Annual Statement - In addition to the other reporting requirements of a California Professional Fiduciary, the Annual Statement shall be filed at least sixty (60) days prior to the expiration of the license as a condition of license renewal each year.