CA Licensed Professional Fiduciaries

Appointing a Licensed Fiduciary in your Estate Plan

Ensuring Your Estate Plan Reflects Your Wishes: Why Appointing a Licensed Fiduciary Matters

If you’ve crafted an estate plan and designated a fiduciary to act on your behalf, it’s crucial to initiate a detailed conversation with them while you can still communicate your wishes effectively. Understanding the significant time and energy demands of such roles is key. Listing a licensed fiduciary as a successor ensures a seamless transition if the primary appointee becomes overwhelmed by responsibilities.

Why Choose Exclusive Estate Administration (EEA)?

Founded with a passion to offer people the opportunity to live their remaining years with comfort and peace of mind, Exclusive Estate Administration (EEA) values the importance of a licensed and trained fiduciary making informed decisions on your behalf when you can’t.

At EEA, we recognize the weight of serving as your fiduciary—whether as a trustee, power of attorney, executor, or in other capacities. By entrusting this responsibility to a licensed professional, you provide an invaluable gift, alleviating the burden from family members or loved ones. We collaborate with your designated team of professionals and authorized family members, ensuring that your well-being and wishes expressed in your estate planning documents are prioritized and executed as intended.

The Benefits of Meeting with a Licensed Fiduciary:

We encourage you to schedule a meeting with a licensed fiduciary to explore the numerous advantages of naming one in your estate planning documents. Notably, we don’t charge for being named in an estate plan; fees apply only upon engagement for services. This favorable pricing structure makes it prudent to designate a licensed fiduciary as a successor, acting as an insurance policy to spare your loved ones from the duties and complexities of these roles.

Consider it an assurance that, in the face of incapacity or loss, an experienced fiduciary can seamlessly step in, ensuring the continuity and fidelity of your wishes.


Meet at one of our CA office locations, or schedule an “In-Home Initial Consult” with one of our licensed fiduciaries. 
Ask us about our Trusted Advisor services, designed to assist “out of state” or inexperienced fiduciaries with local non-legal fiduciary assistance.

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Office Locations:

Exclusive Estate Administration Inc.

Meet with one of our licensed fiduciaries at any of the 20+ satellite office locations throughout San Diego, Orange and Los Angeles counties.

*Schedule a complimentary initial consultation at a location nearest you. Ask about our "in-home" and "virtual consultation" options!

Corporate Mailing Address:
4299 MacArthur Blvd., Suite 100
Newport Beach, CA 92660

Office: 855-463-3286
Direct: 858-521-8504



Hire a California Licensed Professional Fiduciary