Fiduciary Consultation Services

Complimentary Fiduciary Consultations:

We realize that taking care of an aging parent’s finances (paying bills, budgeting expenses, overseeing and reconciling bank accounts) and coordinating all of their care and scheduling appointments can be a huge time commitment. While some see it as an opportunity to spend more time with their loved one, many often see these added tasks an unwanted “burden” placed on them. Instead of conversations with your aging loved ones about often difficult topics: finances, driving, in home care, and selling their home to afford senior living community; Enjoy your time with your loved one, talk about old memories, and have the time to make new ones.  Schedule your complimentary initial fiduciary consultation at one of our satellite offices, or arrange for an in-home consultation.

Satellite Office Locations:

·         San Diego

·         Irvine

·         Newport Beach

·         Manhattan Beach

·         Pasadena

·         Beverly Hills

·         In-Home Visit

For more information on our Fiduciary Services, or scheduling your complimentary initial consultation:

Call – 855-GO-EEA-TODAY



Office Locations:

Exclusive Estate Administration Inc.
Corporate Office:
2434 Auto Park Way
Suite 101
Escondido, CA 92029

San Diego Office:
11440 West Bernardo Court
Suite 300
San Diego, CA 92127

35+ Satellite Office Locations throughout CA!
Call to schedule complimentary 60 min. initial consultation at a location near you.

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

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

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