Our Company Philosophy
At Exclusive Estate Administration, we offer a wide range of fiduciary services tailored to meet your unique needs. Whether it involves estate management, asset protection, or distributing assets to beneficiaries, our team is equipped with the expertise and professionalism necessary to handle every aspect of your estate plan diligently.
Let our team guide you through the complexities of estate management with the utmost care and attention to detail. Contact us today to schedule your initial consultation and embark on the journey towards securing a prosperous future for yourself and your loved ones.
WHAT EEA CAN DO FOR YOU
Our team of California Licensed Professional Fiduciaries can help you with an array of estate management and fiduciary services:
- Trust Protector
- Trust Administration
- Professional Trustee, Successor Trustee
- Power of Attorney (Finance)
- Power of Attorney (Health)
- Executor / Probate Administrator
- Trusted Advisor/EEA Estate Coach
- Mail Management & Bill Pay
- Professional Service Liaison/Coordinator
- Court Appointed Conservator of the Estate and/or the Person
- Neutral/3rd Party Estate Advisor
ABOUT OUR FOUNDER & CEO
Frank, an alumnus of Cal State University Fullerton with a degree in Business Administration, is a standout figure in the world of fiduciary services. Having obtained his fiduciary license in 2011, Frank co-founded EEA Fiduciary Services, where he has consistently delivered successful outcomes for the firm’s clients. His unwavering dedication and genuine compassion for each individual he serves are unmistakable attributes that set him apart.
One of Frank’s most notable strengths lies in his exceptional communication skills, which enable him to effectively advocate for his clients and establish positive relationships with all parties involved. He approaches his work with a caring heart and a knack for “out of the box” thinking, creating innovative solutions to challenges that may arise. With over a decade of experience as a licensed fiduciary, Frank’s expertise and astute decision-making make him an invaluable asset to his clientele.
Frank oversees his team to ensure that the highest level of service is consistently maintained for all of his clients. His professional experience spans a diverse range of clients, managing trusts and estates ranging from $500,000 to $25,000,000 in value.
Frank’s extensive experience, exceptional communication skills, compassionate demeanor, and innovative thinking make him a standout among his peers in the realm of fiduciary services. His commitment to providing unparalleled support and achieving positive outcomes for his clients is evident throughout his impressive career.
Exclusive Estate Administration, Inc – Estate Management & Fiduciary Services – California Licensed Professional Fiduciaries – Bill Pay & Mail Management – Trusted Advisor – Trust Protector
