818.903.7993 | info@daltonfiduciaryservices.com
We provide attentive, transparent management of our clients’ daily financial affairs, including the handling of public benefits when needed. Our work involves securing and organizing assets, paying obligations, managing the sale of property or personal items, and ensuring that remaining funds are properly distributed to heirs and beneficiaries.
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.