Posts Tagged Helpful Fiduciary

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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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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Naming a CA Licensed Professional Fiduciary in your Estate Plan

Naming a CA Licensed Professional Fiduciary in your Estate Plan

Naming a CA Licensed Professional Fiduciary in your Estate Plan No one wants to think about their death or demise any sooner than they must, but planning your estate in advance is a responsible and caring act that can reduce stress for your grieving loved ones. Hiring an […]

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EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA SUCCESS STORY #2 – Miss Johnson – The Lonely Widow. Miss Johnson had been living solo for 30+ years since her husband passed away in the 80’s.  While she had managed to take care of herself since his passing, it became clear that Miss Johnson was […]

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EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson – Reconsidering your Family & Friends as POA (Financial) and Trustee. Miss Sampson had initially named a friend to serve as her Power of Attorney and Trustee.  Because the friend was doing this as a “favor” for Miss Sampson, only […]

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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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