Posts Tagged trustee checklist

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 […]

Read more

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 […]

Read more

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! […]

Read more

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 […]

Read more

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 […]

Read more

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, […]

Read more

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” […]

Read more

Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable

Estate Plan – Thinking About the Unthinkable Written by: Anna Tarasyuk / Tarasyuk Law Offices (Torrance, CA)  www.tarasyuklawoffices.com When it comes to planning for the unexpected many of us tend to put it off because no one wants to think about their own mortality. But, it is […]

Read more

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

Interesting Blog Articles

Connect With Us!