Posts Tagged trustee

What do successor trustees and executors do?

What do successor trustees and executors do?

What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]

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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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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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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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10 Tips for Avoiding: Inheritance Disputes Over Family Heirlooms

10 Tips for Avoiding: Inheritance Disputes Over Family Heirlooms

10 Tips for Avoiding: Inheritance Disputes Over Family Heirlooms Inheritance disputes can be explained and often predicted and are to a large degree preventable. By taking the time to carefully assist your client with their estate distribution plan, the client can provide a peaceful transition for those […]

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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 #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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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!

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P.O. Box 270707
San Diego, CA 92198

San Diego: 855-463-3286
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