Posts Tagged estate administration

Are you Considering a Professional Trustee? 

Are you Considering a Professional Trustee? 

Are you Considering a Professional Trustee?  3 Common Misconceptions to Understand Before Selecting a Trustee One of the most important decisions in the estate-planning process is determining who will oversee your estate and the trusts you create during your lifetime and after your death. Will you rely […]

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How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses

How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses

How To Settle An Estate: Pay Final Bills, Dues, Taxes And Expenses This article on settling an estate is provided by Everplans — The web’s leading resource for planning and organizing your life. Their service allows for you to create, store and share important documents that your loved ones […]

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How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death

How To Distribute Personal Property After A Death Often times, personal items of sentimental or real value are not included in a Will. These items should be properly distributed to surviving family members. Here is an excellent article provided by Everplans to guide you through this process! […]

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How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries

How To Distribute Assets To Beneficiaries Another great article from the folks at Everplans!  Their blog is an excellent source of estate planning information.  We regularly share articles that we feel will be helpful for our customers and network of professionals. In order to properly distribute assets […]

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Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee

Top 5 Benefits: Naming a Licensed Fiduciary as your Successor Trustee BENEFIT #1: REMOVE THE BURDEN. Remove the burden from a family member who will most likely be mourning your decline/death.  Lower the stress levels during an already difficult time, by putting these often difficult and tedious […]

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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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Are your affairs in order?

Are your affairs in order?

What you can do now, to remove the burden placed on your loved ones… Get your affairs in order! Print this check list out and keep all of the documents in safe place next to your estate plan.  Whoever you have named to serve as your fiduciary (trustee, […]

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15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared?

15 Primary Duties of an Executor – Are You Prepared? According to Patrick O’Brien, CEO of Executor.org 1. Learn about the Role and Responsibilities of an Executor Before you dive, head-first, into your executor duties, it makes sense to understand what your executor role will entail. An […]

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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 #3: Mr. Smith – Serving Justice for our Veteran Friend

EEA SUCCESS STORY #3: Mr. Smith – Serving Justice for our Veteran Friend

EEA SUCCESS STORY #3: Mr. Smith – The Trusting Veteran who needed Justice to be Served. One of our referral partners noticed that something wasn’t right when they met with Mr. Smith. When his parents died a few years ago, Mr. Smith had inherited a property that was […]

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Office Locations:

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!

Corporate Mailing Address:
P.O. Box 270707
San Diego, CA 92198

San Diego: 855-463-3286
Orange: 855-463-3286
Los Angeles: 310-751-2455

Email: info@eeadmin.com

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