Testimonials

I chose Eredita to become the personal representative for my estate.  The goal was to hire an experienced team to manage my estate, which included the asset liquidation of my Boca Raton home, 401K, IRA and other assets and then distribute to my three children. 

 Although two of my three children were fiscally responsible and received a lump sum payout, my one child needed a trustee to manage a monthly annuity for 10 years.  Eredita was the right choice for me because I could go to one source to manage everything.

I am so thankful for Eredita.  My husband passed away suddenly and I am still driving his loss.  We were married for 35 years.  My late husband managed all of the financials, so I was completely lost when he left us too soon.

Eredita took over the management of the estate -- probating the will, coordinating the death certificates (both short and long form), retrieving a certificate marriage certificate, settling a life insurance policy and 401K, organizing the documentation required for spousal social security benefits,  and realigning assets to generate monthly income, and manage all liabilities to online access and automatic payments.

Although I am still grieving my husband's loss, Eredita gave me a peace of mind that I needed at this most difficult time.  The company consists of a lot of expertise that helped me step-by-step and I can now feel like my life is going to be okay.  I am forever graterful for this company.

Eredita helped manage me manage my trust and was able to successfully generate monthly income for me, since I was disabled and could not work a regular job.  I want to thank Eredita for helping me cover my living expenses for the past decade.