30842 Livorno Court, Westlake Village, CA 91362 | 1835 Newport Blvd A109-282, Costa Mesa, CA 92627 | 818.903.7993 | melissadalton@daltonfiduciaryservices.com

Coordination of Professional Services

We are committed to advocating for our clients and ensuring that their wishes are carried out with care, integrity, and attention to detail. Because every situation is unique, our fiduciary services are tailored to meet the individual needs of each client. We also collaborate closely with other trusted professionals including attorneys, accountants, and healthcare providers to ensure coordinated support and thoughtful management of all aspects of a client’s affairs.