About EEA
EEA is a fiduciary services and estate management company with offices in San Diego, CA and Newport Beach, CA. Our team has access to over 20+ satellite offices throughout Southern California. Contact our office to schedule a consultation with one of our California Licensed Professional Fiduciaries and see how we can help you with your estate management and fiduciary service needs.
Contact UsFiduciary & Estate Services
EEA will help you throughout each phase of the administration process with a level of personal service you won't get from a bank / corporate trustee. Our team of fiduciaries can serve as Power of Attorney (Health & Financial), Advanced Health Care Directive, Trustee, Successor Trustee, Trust Protector and Trusted Advisor (non-legal assistance for appointed trustee).
Read moreThe EEA Fiduciary Team
Our team approach to fiduciary services is what sets us apart. From interviewing caregivers, coordinating activities, scheduling important doctor appointments, paying bills and addressing important paperwork as it comes; Our team of licensed fiduciaries are ready and available to assist our clients with any needs that arise.
Read moreOur Why
At EEA, we understand firsthand the challenges and complexities that come with caring for aging parents and grandparents. We have experienced the emotional toll and witnessed firsthand the difficulties that arise when a loved one's capacity begins diminishing. We recognize that these situations can often lead to contentious conversations and disagreements among family members regarding the best course of action. In our personal journeys, we discovered that a well-drafted estate plan, clearly documenting your wishes, combined with the guidance of an experienced and neutral fiduciary, is critical to maintaining family harmony and alleviating stress during these trying times.Support and Expertise When You Need It Most
We empathize with families who find themselves overwhelmed by the burden of additional paperwork, bills, medical appointments, and various responsibilities associated with caring for aging loved ones. Often, this workload is placed unevenly among family members (unintentionally), leading to resentment and disputes, including debates over inheritance expectations.
Recognizing a need within our own families, we quickly realized the invaluable role that a neutral-party and licensed fiduciary can offer when assisting with critical decisions and paperwork. We wanted to create a service that would ensure that precious time with our loved ones was spent on creating and cherishing memories, rather than being consumed by paperwork and other administrative tasks.
Thus, EEA was founded with a mission to provide the essential fiduciary services that fill this growing need. We aim to be the experienced coordinator families can turn to during these challenging times, and alleviate much of the stress involved with implementing and executing an estate plan. Whether it's finding the right in-home care provider or transitioning an aging loved one to assisted living, our team of experienced professionals is here to handle these complex processes for you and your family.Experience You Can Trust
With over a decade of experience in the field, our team at EEA holds the knowledge and expertise necessary to navigate the intricacies of family dynamics and aging challenges. We understand the importance of coordinating and facilitating various services to accommodate your loved one's unique situation, ensuring their well-being and comfort. When family dynamics become complicated and the responsibilities of caring for aging loved ones become overwhelming, you can rely on EEA Fiduciary Services to be your trusted partner. We are dedicated to providing the support and guidance you need during these difficult times, allowing you to focus on what truly matters: creating precious memories and cherishing the time you have with your loved ones.Contact us today to discover how our experienced professionals can help ease the burden and bring peace of mind to you and your family. As your fiduciary resource, we will be with you every step of the way, ensuring your loved one receives the care and attention they deserve.