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<font face="Times New Roman, Times, serif">My understanding is that
if the CPA will be a professional fiduciary in his/her individual
name, no license is needed, but if the CPA intends to operate as a
corporation or LLC, they'll need to become licensed by the WA
Dept. of Financial Institutions.<br>
see: <a class="moz-txt-link-freetext" href="https://dfi.wa.gov/trusts">https://dfi.wa.gov/trusts</a><br>
<br>
Doug Schafer, in Tacoma.<br>
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<div class="moz-cite-prefix">On 10/6/2022 11:02, David Faber wrote:<br>
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<div class="gmail_default" style="font-size:small">A local CPA
has inquired with me about becoming a professional
fiduciary (PR/Trustee/Agent) and I would very much like to
help them get started because we desperately need local
professional fiduciary services. I can find no licensure or
other clear requirements for someone to hold themselves out as
a professional fiduciary, but before I communicate that back
to them I want to ask the list: am I missing something? Is
there any sort of licensure or certification requirement
before a court will appoint a professional fiduciary? Can you
point me toward a resource that can help?</div>
<div class="gmail_default" style="font-size:small"><br>
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<div class="gmail_default" style="font-size:small">Thank you.</div>
<div class="gmail_default" style="font-size:small"><br>
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<div style="font-family:arial;font-size:small">Best,</div>
<div style="font-family:arial;font-size:small">David J.
Faber</div>
<div style="font-family:arial;font-size:small">Faber
Feinson PLLC</div>
<div style="font-family:arial;font-size:small">800 Polk
Street, Suite B</div>
<div style="font-family:arial;font-size:small">Port
Townsend, WA 98368<br>
(360) 379-4110</div>
<div style="font-family:arial;font-size:small"><br>
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