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

About Us

Melissa Dalton, Owner

I lead with integrity, loyalty, and a deep sense of responsibility, treating every decision as if it were for my own family. My background in risk management, security, and technology allows me to anticipate challenges before they arise, providing the protection and foresight my clients deserve. Paired with my experience as a real estate broker, I guide individuals and families through life’s complex transitions with confidence, compassion, and genuine care. I believe in building lasting relationships founded on trust and transparency, where every client feels supported, understood, and assured that their well-being and success are my highest priorities.

Whether you are seeking guidance with trust and estate management, conservatorship, guardianship, fiduciary oversight, or real estate, I bring the experience, professionalism, and dedication needed to safeguard what matters most to you. I am a member of the Professional Fiduciary Association of California (PFAC), the National Guardianship Association (NGA), and the California Department of Real Estate (DRE).

Our Professional Certifications

Melissa Dalton holds multiple professional licenses and certifications, ensuring the highest standards of fiduciary, guardianship, and real estate services.

Licensed Fiduciary

California Licensed Professional Fiduciary #1562, authorized to manage trusts, estates, and conservatorships.

Certified Guardian

National Certified Guardian #15921, skilled in protecting the well-being and assets of vulnerable individuals.

Real Estate Broker

California Licensed Real Estate Broker (#01712753) with experience in trust and probate , property management, buyers and sellers.

The Meaning Behind Our Symbol

Our tree-of-life symbol represents strong roots, thoughtful stewardship, and the protection of family legacies for generations to come.

Strong Roots

Deeply anchored in tradition and core family values that withstand the test of time.

Thoughtful Care

A collaborative, highly personalized approach to managing complex family transitions.

Future Vision

Planning for the next century, ensuring your legacy thrives for multiple generations.

Meet mikey

canine support team

Meet Mikey, our unofficial “Canine Support Specialist.” Known for brightening the day and offering a little extra comfort, Mikey reminds us that compassion and patience are essential qualities in the work we do at Dalton Fiduciary Services.

Have Questions?

Please feel free to contact us at any time. We are here to provide guidance, answer your questions, and help you navigate each step with professionalism and care.