§ 6560 A licensee shall keep complete and accurate client records, and shall …
§ 6561 (a) A licensee shall initially, and annually thereafter, file …
§ 6561.5 (a) A licensee shall respond to any written inquiry relating to …
§ 6562 The annual statement shall be filed with the bureau 60 days prior to …
§ 6562.5 (a) A licensee shall notify the bureau in writing of their …
§ 6563 (a) On or before January 1, 2023, a licensee with an internet …
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Terms Used In California Codes > Business and Professions Code > Division 3 > Chapter 6 > Article 4 - Practice Provisions

  • Bureau: means the Professional Fiduciaries Bureau within the Department of Consumer Affairs, established pursuant to Section 6510. See California Business and Professions Code 6501
  • Client: means an individual who is served by a professional fiduciary. See California Business and Professions Code 6501
  • Complaint: A written statement by the plaintiff stating the wrongs allegedly committed by the defendant.
  • escrow agent: as used in this division includes joint control agents and Internet escrow agents. See California Financial Code 17005.6
  • Guardian: A person legally empowered and charged with the duty of taking care of and managing the property of another person who because of age, intellect, or health, is incapable of managing his (her) own affairs.
  • Instrument: as used in this chapter , means a written paper signed by a person or persons transferring the title to, or giving a lien on real property, or giving a right to a debt or duty. See California Government Code 27279
  • Interrogatories: Written questions asked by one party of an opposing party, who must answer them in writing under oath; a discovery device in a lawsuit.
  • Licensee: means a person who is licensed under this chapter as a professional fiduciary. See California Business and Professions Code 6501
  • Professional fiduciary: means either of the following:

    California Business and Professions Code 6501