Posts Tagged power of attorney

Googles Most Commonly Searched Questions about Fiduciaries

Googles Most Commonly Searched Questions about Fiduciaries

Google’s Most Commonly Searched Questions about  Fiduciaries  (EEA & “Google” Answer The Questions) #1) Is a trustee the same as a fiduciary? Trustee: The trustee is the person or entity (e.g., a bank or other corporation) who holds legal title to the trust property. Fiduciary: A person or institution who manages money or […]

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Appointing a Licensed Fiduciary in your Estate Plan

Appointing a Licensed Fiduciary in your Estate Plan

Appointing a Licensed Fiduciary in your Estate Plan If you have created an estate plan and have not spoken in detail with the fiduciary you have appointed to act in your behalf, we highly recommend that you have this conversation while you still are able to communicate […]

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7 Common Estate Planning Disasters (and How to Avoid Them)

7 Common Estate Planning Disasters (and How to Avoid Them)

7 Common Estate Planning Disasters (and How to Avoid Them) Shared from Market Watch “Opinion” Guest Author – MICHAEL FEINFELD An approximately $30 trillion transfer of wealth is currently under way in the U.S. as aging baby boomers pass their assets to successive generations. This transfer, together with the recent […]

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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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Fiduciary License: Frequently Asked Questions & Answers

Fiduciary License: Frequently Asked Questions & Answers

Fiduciary License: Frequently Asked Questions & Answers Article Courtesy of PFAC Website: Printer-Friendly Version PROFESSIONAL FIDUCIARIES BUREAU: GENERAL INFORMATION Q. Who is the Professional Fiduciaries Bureau? A. The Professional Fiduciaries Bureau is a state agency created by the Legislature in 2006 to license and regulate private fiduciaries, including […]

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The Role of a Professional Fiduciary

The Role of a Professional Fiduciary

The Role of a Professional Fiduciary Balancing Care, Compassion, and Professional Advocacy Information source: www.PFAC-Pro.org/ Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the state of California are required to be licensed by the Professional Fiduciaries […]

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Safety on the Road: Driving in the Later Years of Life

Safety on the Road: Driving in the Later Years of Life

Safety on the Road: Driving in the Later Years of Life Guest Author: Susan Valoff, Vice-President of Windward Life Care. Driving offers the independence that many aging adults want to maintain for as long as possible. But, it is essential to ensure safety on the road, to […]

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20 Questions to Ask Your In Home Care Company

20 Questions to Ask Your In Home Care Company

20 Questions to Ask an In Home Care Company Before Hiring  Fiduciaries are commonly put in the position of selecting an in home care company to care for their clients full or part time.  Determining the best resources for care and companionship at home can be difficult. We […]

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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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Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

Real Talk San Diego: Co-founder Bryan Fiorito talks fiduciary services!

Are your Affairs in Order?    Pictures from the Live show @ SmarterSD w/ Real Talk San Diego hosts Ryan White and Karen Kaseno and guests Bryan Fiorito (Co-founder of EEA) Sandi Menderson (President of Bella Reflections):    WATCH THE SHOW HERE: http://<iframe src=”https://www.facebook.com/plugins/video.php?href=https%3A%2F%2Fwww.facebook.com%2Frealtalksandiego%2Fvideos%2F763602007141867%2F&show_text=0&width=560″ width=”560″ height=”315″ style=”border:none;overflow:hidden” […]

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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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