Posts Tagged trustee checklist

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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What to Do When Someone Dies – An Extremely Helpful Checklist

What to Do When Someone Dies – An Extremely Helpful Checklist

What to Do When Someone Dies – An Extremely Helpful Checklist After a loved one has died, there’s so much that needs to be done. Having a checklist of things to do can help you get through it all.  If you are fortunate enough to have a […]

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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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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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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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