Posts Tagged trustee

6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor

6 Warning Signs That You’re Choosing The Wrong Executor If you’re like most of us, when choosing the person to settle your estate after you die, you’ll pick a close family member without much thought. They usually know us best, so naming a spouse, significant other, or […]

Read more

10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or POA

10 Important Questions To Consider When Choosing Your Executor, Trustee, or Power of Attorney (Finance) Everplans.com and CEO and co-founder of Executor.org, Patrick O’Brien, offers insight on picking the right person to settle your estate. The person you name in your Will as executor is responsible for […]

Read more

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 […]

Read more

EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA Success Story #2 – Miss Johnson – The Lonely Widow

EEA SUCCESS STORY #2 – Miss Johnson – The Lonely Widow. Miss Johnson had been living solo for 30+ years since her husband passed away in the 80’s.  While she had managed to take care of herself since his passing, it became clear that Miss Johnson was […]

Read more

EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson, Reconsidering your Family & Friends

EEA SUCCESS STORY #1 – Miss Sampson – Reconsidering your Family & Friends as POA (Financial) and Trustee. Miss Sampson had initially named a friend to serve as her Power of Attorney and Trustee.  Because the friend was doing this as a “favor” for Miss Sampson, only […]

Read more

Guide for First Time Planners

Guide for First Time Planners

Guide for First Time Planners There is no better time to start planning for your future than now. We would like to provide you a foundation for implementing a comprehensive and practical approach to the estate planning process. 1. Determine Your Goals What are your overall goals? […]

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!