30842 Livorno Court, Westlake Village, CA 91362
| 1835 Newport Blvd A109-282, Costa Mesa, CA 92627
| 818.903.7993
| melissadalton@daltonfiduciaryservices.com
At Dalton Fiduciary , we provide professional oversight for seniors, individuals, and families. From managing finances and healthcare to trust and estate administration.
With over 25 years of experience in risk management, security, and technology, and as a licensed California Real Estate Broker, I’ve built my career around protecting what matters most — people, families, and their assets.
That same commitment guides my work as a Professional Fiduciary. I approach each case with integrity, compassion, and care, drawing on my experience to anticipate challenges and create thoughtful solutions. Beyond managing finances or property, my role is about protecting people, honoring legacies, and providing peace of mind through responsible and compassionate stewardship.
Our frequently asked questions provide helpful answers about fiduciary services, estate management, and the processes designed to protect you and your family.
In California, a license is required to act as a professional fiduciary in multiple trusts, conservatorships, or probates. Licensed fiduciaries follow a strict code of ethics—prioritizing confidentiality, integrity, and compassionate service. Learn more at www.fiduciary.ca.gov or watch this video.
Choosing a professional fiduciary means placing your trust in someone who is both accountable and compassionate — someone who acts solely in your best interest. Licensed fiduciaries in California are held to the highest professional and ethical standards, ensuring that your finances, property, and personal affairs are protected with care and integrity.
As a licensed fiduciary, I carry the insurance, training, and experience required to safeguard client interests while working closely with attorneys, accountants, and financial advisors. This collaborative approach allows me to create thoughtful, transparent solutions tailored to each client’s unique situation.
Unlike large institutions or banks, working with a professional fiduciary provides personal attention and understanding. You’ll have a dedicated advocate who takes the time to listen, communicate clearly, and honor your wishes. Choosing a neutral professional can also help reduce family conflict, providing peace of mind that your affairs are handled with fairness, respect, and discretion.
The Professional Fiduciary Association of California (PFAC) maintains a statewide directory of licensed fiduciaries who meet strict education, experience, and ethical standards. PFAC members complete ongoing training and follow a comprehensive Code of Ethics to ensure the highest level of professionalism and client protection. In California, private fiduciaries are also regulated by state law and overseen by the Probate Court in each county, which may appoint licensed fiduciaries as neutral third parties to protect vulnerable individuals from abuse, neglect, or financial exploitation. Choosing a PFAC-affiliated fiduciary provides confidence that your affairs are managed by a qualified professional who upholds integrity, compassion, and accountability in every decision.
Please reference our Schedule of Fees.
PDF Document • 145 KB
Selecting a fiduciary is a significant and personal decision. The resources below offer helpful guidance on the qualifications, duties, and standards that define a professional fiduciary. Reviewing this information can assist you in making an informed choice — ensuring you select someone whose experience, integrity, and approach align with your needs while safeguarding your interests.
Navigating financial, legal, and personal care decisions for yourself or a loved one can feel overwhelming. As a licensed professional fiduciary, my role is to provide guidance, protection, and responsible management for individuals and families who need a trusted professional to help oversee their affairs.
This blog is designed to share practical information about fiduciary services, estate and trust administration, conservatorships, special needs trusts, and planning for aging with dignity. My goal is to help demystify complex topics and provide clear, helpful insights so families can make informed decisions during important life transitions.
At Dalton Fiduciary Services, our work is grounded in integrity, compassion, and a commitment to acting in the best interest of those we serve.
