Our Company Philosophy
At Exclusive Estate Administration, we are committed to providing our clients with high-quality professional estate management and fiduciary services. Our licensed fiduciaries can be appointed to serve various roles within your estate plan so you can ensure your wishes are carried out by an experienced neutral party fiduciary. Call our office, or use our calendar scheduling app to get your initial consultation scheduled today. Finalizing your estate plan with the appropriate fiduciary in place is one of the most caring acts one can do for their loved ones. With this accomplished, you can enjoy your retirement years knowing that you have an effective plan in place and an experienced fiduciary appointed to avoid family conflict and the potential of burdening 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. Our experienced team of professionals will ensure that your estate is administered efficiently and according to your expressed wishes.
- Trust & Estate Administration
- Professional Trustee, Successor Trustee
- Power of Attorney of Finances
- Power of Attorney – Advanced Health Care Directives
- Executor
- Probate Administrator
- Trusted Advisor/EEA Estate Coach (Non-Legal Trustee Assistance for Appointed Trustees)
- Mail Management & Bill Pay
- Professional Service Liaison
- Court Appointed Conservator of the Estate and/or the Person
- Neutral/3rd Party Mediation
ABOUT OUR FOUNDER & CEO
Frank is a Cal State University Fullerton alumni, graduating with a degree in Business Administration. After receiving his fiduciary license in 2010, Frank co-founded EEA Fiduciary Services. Frank has been instrumental in providing successful outcomes for EEA’s clients. His compassion for each of his clients is apparent to all who witness him in action. Frank’s strong communication skills, caring heart, “out of the box” thinking, and years of experience as a licensed fiduciary makes him stand out amongst many of his fellow fiduciaries. As the company has developed, Frank has directed much of his focus toward assisting our clients, corresponding with appropriate parties on their behalf, and overseeing his team of fiduciaries and support staff. With over a decade of professional fiduciary experience, Frank has served a broad range of clients with trusts and estates of various sizes ($500,000 – $20,000,000). He also holds an active membership with the Professional Fiduciary Association of California and maintains his CLPF license.
Exclusive Estate Administration, Inc – Estate Management & Fiduciary Services – California Licensed Professional Fiduciaries – Bill Pay & Mail Management – Trusted Advisor
