Resources

Professional Fiduciary Association of California

One Capitol Mall

Sacramento, CA 95814

Phone: 866-886-7322

Email: www.pfac@amgroup.us

National Guardianship Association

174 Crestview Drive

Bellefonte, PA 16823

Phone: 814-355-2452

Email: info@guardianship.org

Five Wishes

The nation’s only national advance care planning program.

For Myself  · Five Wishes 

A Graceful Farewell: Putting Your Affairs in Order

An easy way to record the information your loved ones will need if you are incapacitated or gone. Included in the book are detailed sections on personal and financial information, as well as insurance, business, and your final wishes. 

The Book — Mendocino Fiduciary  

Administering A Special Needs Trust

The book is written in question-and-answer format to cover all aspects of administering a special needs trust. In addition, there are multiple checklists, sample forms, and summaries included that will allow a trustee to confidently manage any type of special needs trust, Administering the California Special Needs Trust contains a wide range of information for those charged with the responsibility of managing an SNT for persons with disabilities. 

Administering the California Special Needs Trust: A Guide for Trustees and Those Who Advise Them: Urbatsch, Kevin, Fuller, Michele: 9780578620718: Amazon.com: Books  

Compassion & Choices - Tools to Finish Strong/ End of Life Planning

A host of tools and resources to help you and your loved ones “finish strong” by planning for an end-of-life experience that matches the life you’ve enjoyed – defined by love, purpose and agency. 

Tools to Finish Strong (compassionandchoices.org)