Posts Tagged San Diego Fiduciary

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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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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Guide: Ordering Certified Copies Of A Death Certificate Online

Guide: Ordering Certified Copies Of A Death Certificate Online

One thing our fiduciaries and staff do quite commonly is order death certificates.  For those unfamiliar with post-mortem requirements re: properly closing out an estate, death certificates are an extremely common request from financial institutions, life insurers, debt collectors, etc.  Most companies will not even speak with […]

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What do trustees and executors do?

What do trustees and executors do?

What do successor trustees and executors do? Guest Author: Tara Cheever ~ Attorney at Law | Reposted: March 8, 2018/Originally Published: Feb 16, 2018 | Estate Planning, Executor, Personal Representative, Probate, Successor Trustee, Trustees, Trusts, Wills | Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by the court, and […]

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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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Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful checklists so your family isn’t left guessing.

Getting Your Death in Order – Helpful estate planning checklists so your family isn’t left guessing! Could you imagine being put into a situation where you are asked whether or not to resuscitate a loved one, but not knowing what there wishes are? The burden of making […]

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6 Reasons Why You Should Hire A Fiduciary!

6 Reasons Why You Should Hire A Fiduciary!

Have you ever wondered how you are going to secure your financial future? Are you prepared to protect your assets? Although these questions may seem overwhelming, we have a few crucial reasons why you should hire a fiduciary today! Reason #1 – Experienced “Neutral Party Professional” = […]

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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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