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5 Signs Your Aging Loved One Needs In-Home Care

5 Signs Your Aging Loved One Needs In-Home Care

5 Signs Your Aging Loved One Needs In-Home Care Your loved one took the time and care to arrange for the services of a Professional Fiduciary. You feel confident your loved one’s business is well managed. But, changes in your loved one’s health have prompted his fiduciary […]

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What do successor trustees and executors do?

What do successor trustees and executors do?

What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]

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Fiduciary License: Frequently Asked Questions & Answers

Fiduciary License: Frequently Asked Questions & Answers

Fiduciary License: Frequently Asked Questions & Answers Article Courtesy of PFAC Website: Printer-Friendly Version PROFESSIONAL FIDUCIARIES BUREAU: GENERAL INFORMATION Q. Who is the Professional Fiduciaries Bureau? A. The Professional Fiduciaries Bureau is a state agency created by the Legislature in 2006 to license and regulate private fiduciaries, including […]

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The Role of a Professional Fiduciary

The Role of a Professional Fiduciary

The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy Information source: www.PFAC-Pro.org/ Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the state of California are required to be licensed by the Professional Fiduciaries […]

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Helpful Checklist: Writing a Death Notice or Obituary

The Last Word: Thinking about how you want to be remembered.   Writing a Death Notice or Obituary  

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Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee BENEFIT #1: REMOVE THE BURDEN. Remove the burden from a family member who will most likely be mourning your decline/death.  Lower the stress levels during an already difficult time, by putting these often difficult and tedious […]

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Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful estate planning checklists so your family isn’t left guessing! Could you imagine being put into a situation where you are asked whether or not to resuscitate a loved one, but not knowing what there wishes are? The burden of making […]

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Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate Article shared from Nolo.com Most people want to leave as much of their money to their children, or other heirs, as possible — and want to avoid a big chunk of that money going to probate lawyers. That’s where […]

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12 Most Helpful Estate Planning Checklists

12 Most Helpful Estate Planning Checklists

Checklisting you to Death – How to not leave your family guessing.  (12 Most Helpful Estate Planning Checklists) Need to get organized and update your estate plan?  We have compiled 12 helpful checklists for estate planning + organization. We will take a more in depth look at […]

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Safety on the Road: Driving in the Later Years of Life

Safety on the Road: Driving in the Later Years of Life

Safety on the Road: Driving in the Later Years of Life Guest Author: Susan Valoff, Vice-President of Windward Life Care. Driving offers the independence that many aging adults want to maintain for as long as possible. But, it is essential to ensure safety on the road, to […]

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Office Locations:

Exclusive Estate Administration Inc.

Meet with a licensed fiduciary at any of our 20+ Satellite Office Locations throughout San Diego, Orange and Los Angeles Counties.

Schedule a complimentary 60 min. initial consultation at a location nearest you!

Corporate Mailing Address:
P.O. Box 270707
San Diego, CA 92198

San Diego: 855-463-3286
Orange: 855-463-3286
Los Angeles: 310-751-2455

Email: info@eeadmin.com

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