Services Offered

Acquire peace of mind knowing that your financial future is under our care.

EEA Information Package

Our Team Can Help:

  • Trust and Estate Administration
  • Pension and Survivorship Facilitators
  • Coordinate and manage services
  • Coordinate and Oversee Retirement and Investment Programs
  • Trusted Advisor / Estate Coach Services
  • Retirement and Annuity Programs
  • Coordinate Care Management and In Home Care Services
  • Financial Advisors/Accounting Services
  • Review Estate Plan (Trust, POA, Advanced Directives)
  • Establish and Inventory all Assets
  • Day-to-Day Bill Paying and Secure Mail Management
  • Manage Partial or Full Estate Business
  • Personal Representative
  • Marshall Assets
  • Appointed Successor Trustee, Executor, Financial Power of Attorney
  • Durable Power Of Attorney for Finances
  • Conservator of Person & Estate
  • Coordinate Hospital Discharge and Service Coordination
  • Probate and Administration
  • Insurance Review: Health, Life, Auto, Liability, and Long-Term Care

Information About Our Fiduciary Services

Core Fiduciary Services

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Bill Pay & Mail Management

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  • Additional protection from mail scams / fraud.
  • We will pay your bills and send you monthly, or quarterly reports.
  • Add the “Mail Portal” feature, and get access to scanned images of your mail weekly.

EEA – Fiduciary Services

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ASK YOURSELF, DO I HAVE THE FOLLOWING IN ORDER?

Someone is going to have to do this sooner or later. Don't put the burden on your loved ones.

IF THE ANSWER IS NO, A LOVED ONE WILL BE PLACED WITH THE BURDEN.

CALL 855-463-3286 TO SCHEDULE YOUR FREE CONSULTATION WITH A LICENSED FIDUCIARY!

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
Email: info@eeadmin.com

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