California Business and Professions Code

§ 6534

BPC § 6534 Effective Jan 1, 2024Div. 3 · Ch. 6 · Art. 3

Statute text

(a)The bureau shall maintain the following information in each licensee’s file, shall make this information available to a court for any purpose, including the determination of the appropriateness of appointing, continuing the appointment of, or removing, the licensee as a conservator, guardian, trustee, personal representative of decedent’s estate, agent under a durable power of attorney for health care, agent under a durable power of attorney for finances, or a position arising from an appointment as a professional fiduciary practice administrator, and shall otherwise keep this information confidential, except as provided in subdivisions (b) and (c) of this section:

(1)The names of the licensee’s current conservatees, wards, principals under a durable power of attorney for health care, or principals under a durable power of attorney for finances, and the names of the trusts or estates currently administered by the licensee, whether the case is court supervised or non-court supervised.

(2)The aggregate dollar value of all assets currently under the licensee’s supervision as a professional fiduciary.

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Legislative history

Amended by Stats. 2023, Ch. 680, Sec. 6. (AB 1262) Effective January 1, 2024.