Posts Tagged estate management checklist

How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death Often times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to surviving family members. Here is an excellent article provided by Everplans to guide you through this process! […]

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How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries Another great article from the folks at Everplans!  Their blog is an excellent source of estate planning information.  We regularly share articles that we feel will be helpful for our customers and network of professionals. In order to properly distribute assets […]

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Guide: Ordering Certified Copies Of A Death Certificate Online

Guide: Ordering Certified Copies Of A Death Certificate Online

One thing our fiduciaries and staff do quite commonly is order death certificates.  For those unfamiliar with post-mortem requirements re: properly closing out an estate, death certificates are an extremely common request from financial institutions, life insurers, debt collectors, etc.  Most companies will not even speak with […]

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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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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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Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

Are your Affairs in Order?    Pictures from the Live show @ SmarterSD w/ Real Talk San Diego hosts Ryan White and Karen Kaseno and guests Bryan Fiorito (Co-founder of EEA) Sandi Menderson (President of Bella Reflections):    WATCH THE SHOW HERE: http://<iframe src=”https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Frealtalksandiego%2Fvideos%2F763602007141867%2F&show_text=0&width=560″ width=”560″ height=”315″ style=”border:none;overflow:hidden” […]

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6 Reasons Why You Should Hire A Fiduciary!

6 Reasons Why You Should Hire A Fiduciary!

Have you ever wondered how you are going to secure your financial future? Are you prepared to protect your assets? Although these questions may seem overwhelming, we have a few crucial reasons why you should hire a fiduciary today! Reason #1 – Experienced “Neutral Party Professional” = […]

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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.

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P.O. Box 270707
San Diego, CA 92198

San Diego: 855-463-3286
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