Exclusive Estate Administration, Inc.

Financial Services - San Diego, California, United States

Exclusive Estate Administration, Inc. Employees
Frank Fiorito

Licensed Professional Fiduciary and National Certified Guardian

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Lola Weisgerber

California Licensed Professional Fiduciary

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Exclusive Estate Administration, Inc. Details

EEA is an estate management and professional fiduciary company based in southern California. Our team of licensed and bonded fiduciaries will help assist you through the estate and trust administration process. Our licensed fiduciaries can act as your "financial agent" upon loss of mental capacity through a limited or full Power of Attorney (Finance). In addition to serving roles in the estate plan, including: Trustee, Successor Trustee, Power of Attorney (Finance), Trust Protector, etc., we offer stand alone estate management and fiduciary services, including: bill pay and mail management, trusted advisor, financial case management, and more. Our team of professional fiduciaries are here to ensure that the final years of our clients life are spent with comfort, peace, and dignity. Enjoy peace of mind in knowing that your finances will be handled by a licensed and bonded professional fiduciary should anything happen to you. It is easy to put off getting your estate plan in order, but the consequences of not taking care of it are dramatic. Avoid the procrastination and schedule a free fiduciary consultation for you or a loved one today.Choose from any of our satellite offices in California,Southern CA Residents - Don't want to sit in traffic? Have one of our fiduciaries travel to your residence for free 1hr consultation.Schedule Today - Call EEA Toll Free: 855-463-3286 ext. 702LIMITED OFFER: FREE ESTATE PLAN REVIEW & FIDUCIARY CONSULTHave an experienced CA licensed fiduciary and one of our "preferred" local estate planning attorney's sit down with you to review your will, trust, and other estate planning docs to ensure that everything is "in-order", and that you are comfortable with the person(s) you have named to serve as your Power of Attorney (Finance), Trustee, Successor Trustee, or Trust Protector. We look forward to hearing from you!

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Employees: 2
HQ: (855) 463-3286
Location: San Diego, California, United States
Revenue: 1M
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