Fiduciary Services in Santa Barbara

Courtney is an accomplished fiduciary who is truly concerned with meeting the needs of those who need assistance in financial management and care services.

I really appreciate all you've done for P. and for me. You are very professional and caring!

Courtney - We met briefly when W. began hospice and have spoken several times since. I just wanted to thank you for the excellent attention you have provided to this family! When families are in need of fiduciary services, I will recommend you!

Courtney has every attribute that will allow her to serve in her capacity as conservator. Her demeanor is non-confrontational, low-key and personable. She treats everyone fairly and with respect. She is bright, articulate and has a great knowledge of the law.

Courtney is a dedicated, loyal, dynamic and experienced fiduciary. She puts her clients first every time, and in doing so is a wonderful advocate. Her breadth of knowledge and personal touch make her both efficient and friendly.

They are reasonable, calm, they make good decisions and are friendly with their clients. They understand the challenges of aging.

Thank you for making yourself available to me with advice, experience and support regarding my conservatorship role...I appreciate your wise counsel.

I recently lost my father after a 3 month illness. This experience would have been difficult enough, but I would have been lost without the kind and capable help of Courtney DeSoto and her services.

Courtney is professional, proficient and really cares for her clients. Her experience, expertise and resources make her the best choice for fiduciary services. And, she is very pleasant to work with.

Courtney is personable, smart, and totally ethical. She has the experience to handle any degree of complexity of what your fiduciary needs might be.