818.903.7993 | info@daltonfiduciaryservices.com

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    • Home
    • About
    • Services
      • Executor & Probate Mgmt
      • Special Needs Trust
      • Trust & Estate Management
      • Conservatorship
      • Power of Attorney
      • Rep Payee & Bill Mgmt
      • Coordination Of Services
      • Real Estate Coordination
      • Consultant
    • Pricing
    • Contact Us
    • FAQ
  • Home
  • About
  • Services
    • Executor & Probate Mgmt
    • Special Needs Trust
    • Trust & Estate Management
    • Conservatorship
    • Power of Attorney
    • Rep Payee & Bill Mgmt
    • Coordination Of Services
    • Real Estate Coordination
    • Consultant
  • Pricing
  • Contact Us
  • FAQ

Our Mission & Goal

At Dalton Fiduciary Services, we are dedicated to serving with integrity, compassion, and professionalism.  


As licensed fiduciaries, we provide trusted guidance and oversight for individuals, seniors, and those with disabilities; managing financial matters, healthcare decisions and daily needs when support is critical. 


Bound by a legal and ethical duty to act soley in our clients' best interest, we uphold the highest standards of care, transparency, and confidentiality.  Our mission is to offer peace of mind and protection when it's needed the most.


Dalton Fiduciary Services is committed to executing your directives with precision, professionalism, and personal oversight. Our licensed and qualified team can serve as administrators, executors, trustees, guardians, and agents under Durable Powers of Attorney. We coordinate closely with your advisors—attorneys, care managers, case workers, financial planners, accountants, and investment advisors—to manage your affairs efficiently and responsibly.



Melissa A. Dalton, Principal/Owner

WHY DO YOU NEED A PROFESSIONAL FIDUCIARY?

When a loved one experiences health issues, memory decline, or physical limitations, family members may not always be available to manage their needs. Busy schedules, distance, and other obligations can limit the support they can provide. A professional fiduciary offers impartial, expert management, safeguarding your loved one’s well-being and assets.

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Dalton Fiduciary Services 


30842 Livorno Ct, Westlake Village, CA 91362 / 1835 Newport Blvd A109-282 Costa Mesa, CA 92627

818.903.7993 

Email: Info@daltonfiduciaryservices.com


Copyright © 2025 DALTONFIDUCIARYSERVICES - All Rights Reserved.


This website presents general information about our fiduciary services.  We are not attorneys and cannot provide legal advice. We work closely with attorneys, CPAs and other financial experts and are willing to refer our clients to a trusted professional if needed or requested. 


California Licensed Professional Fiduciaries are licensed and regulated by the State of California under the Department of Consumer Affairs. 


Dalton Fiduciary Services is proud to serve clients in Ventura, Los Angeles and Orange County.

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