Membership is open to anyone serving in a fiduciary capacity or providing a fiduciary-related service. Members include the following disciplines: accounting, appraiser, attorney, auction broker, bookkeeping/fiduciary accounting, business valuation, care management, conservator, estate administrator, estate liquidation, financial planning, fine art agent, health and wellness, home care, home health and skilled care, insurance, investment advisor, organizing/form management, planned giving, psychotherapy, real estate services, relocation services, residential care, retirement communities, reverse mortgages, tax services and trust services.

Member Benefits:

  • FRT-SGV Member Directory Listing (please note: there will be no print directory 2022/2023)
  • Buffet Breakfast at all meetings through June 2023
  • State Bar MCLE credits on approved presentations
  • Annual Judicial Dinner Discount
  • Craft Talk Eligibility
  • Permanent FRT-SGV Name Badge
  • Breakfast Meeting Sponsor Opportunity (members only, $500 fee)

Membership dues are charged and a comprehensive membership directory is published online annually.

Annual membership dues are paid in advance. Our fiscal year begins in September 2022 and ends in June 2023. July and August are dark due the many expected vacations during this time. Guests are welcome but must RSVP in advance and will pay $60 for breakfast. If you invite a guest, you are responsible for their breakfast fee.

Dues are $450. If you are joining after January, please click here to email for the amount of payment.

Membership Form

Instructions for Credit Card/PayPal payment will follow the application once submitted

Click here to submit your headshot or your company’s logo for the website directory (jpg file).

If you would prefer to mail a check to our Treasurer, mail your payment and business card to:
Fiduciary Round Table of the San Gabriel Valley
c/o Jill Masters
3756 West Avenue 40, #K128
Los Angeles, CA 90065
PLEASE note the member’s name on the check.  
Click here if you would like to be added to the Fiduciary Round Table of San Gabriel Valley email list only.  

Click here to CHANGE your website listing or request a new badge.

If you have a question about joining, notice any discrepancy or need to update your listing, please email the webmaster.