Posts Tagged professional trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee BENEFIT #1: REMOVE THE BURDEN. Remove the burden from a family member who will most likely be mourning your decline/death.  Lower the stress levels during an already difficult time, by putting these often difficult and tedious […]

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Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate

Living Trust 101: How Living Trusts Avoid Probate Article shared from Nolo.com Most people want to leave as much of their money to their children, or other heirs, as possible — and want to avoid a big chunk of that money going to probate lawyers. That’s where […]

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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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10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or Power of Attorney (Finance) Everplans.com and CEO and co-founder of Executor.org, Patrick O’Brien, offers insight on picking the right person to settle your estate. The person you name in your Will as executor is responsible for […]

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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 #3: Mr. Smith – Serving Justice for our Veteran Friend

EEA SUCCESS STORY #3: Mr. Smith – Serving Justice for our Veteran Friend

EEA SUCCESS STORY #3: Mr. Smith – The Trusting Veteran who needed Justice to be Served. One of our referral partners noticed that something wasn’t right when they met with Mr. Smith. When his parents died a few years ago, Mr. Smith had inherited a property that was […]

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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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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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