CA AB3144

Extends the Professional Fiduciaries Bureau's operation from January 1, 2019 to January 1, 2023, at which point it will be reviewed by legislative committees and responsibilities transferred to the Professional Fiduciaries Advisory Committee.

Expands work experience requirements for professional fiduciary licensure to include service as an agent under a durable power of attorney for health care or finances, in addition to existing conservator, guardian, trustee, and personal representative roles.

Requires licensees to file annual statements under penalty of perjury disclosing whether they have been removed for cause as an agent under a durable power of attorney for health care or finances.

Mandates the bureau maintain in licensee files information about current principals under durable powers of attorney for health care or finances and whether the licensee has been removed for cause or resigned in those roles.

Prohibits licensees and their agents, including attorneys, from billing clients or charging the client's estate or trust for responding to complaints filed against the licensee with the bureau.