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. 702
LIMITED OFFER: FREE ESTATE PLAN REVIEW & FIDUCIARY CONSULT
Have 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!
Company Details
- Employees
- 2
- Founded
- -
- Address
- 11440 West Bernardo Court Suite 300, San Diego,ca 92127,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- eeadmin.com
- Keywords
- Trust Administration, Power of Attorney (Finance), Bill-Pay Services, Fiduciary Services, Trustee, Financial Agent, EEA Protection Plan, Successor Trustee, Conservator of the Estate, Court Appointed Trustee, Mail Management Services, Family / Beneficiary Meetings.
- HQ
- San Diego, CA
- Competitors
Exclusive Estate Administration, Inc. Questions
Exclusive Estate Administration, Inc.'s website is eeadmin.com
Exclusive Estate Administration, Inc.'s LinkedIn profile is https://www.linkedin.com/company/exclusive-estate-administration
Exclusive Estate Administration, Inc. has
2 employees.
View email and phone details for 2
employees at Exclusive Estate Administration, Inc..
Exclusive Estate Administration, Inc.'s industry is
Financial Services
Exclusive Estate Administration, Inc.'s categories are Financial Services
Exclusive Estate Administration, Inc.'s founding year is 2010
