Posts Tagged Licensed Fiduciary

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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20 Questions to Ask Your In Home Care Company

20 Questions to Ask Your In Home Care Company

20 Questions to Ask an In Home Care Company Before Hiring  Fiduciaries are commonly put in the position of selecting an in home care company to care for their clients full or part time.  Determining the best resources for care and companionship at home can be difficult. We […]

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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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15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared? According to Patrick O’Brien, CEO of Executor.org 1. Learn about the Role and Responsibilities of an Executor Before you dive, head-first, into your executor duties, it makes sense to understand what your executor role will entail. An […]

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6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor If you’re like most of us, when choosing the person to settle your estate after you die, you’ll pick a close family member without much thought. They usually know us best, so naming a spouse, significant other, or […]

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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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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

Rolling Hills Estates - Satellite Office:
609 Deep Valley Dr., Suite 200
Rolling Hills Estates, CA 90274

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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