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

Representative Payee and Bill Management

We provide attentive and transparent management of our clients’ financial affairs, including oversight of public benefits when applicable. Our responsibilities include securing and organizing assets, paying financial obligations, coordinating the sale of real or personal property when necessary, and ensuring that remaining assets are distributed appropriately to heirs and beneficiaries.