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!
Fiduciary Services in Santa Barbara
Welcome to Channel Islands Fiduciary Group, a trusted steward of individuals and their estates located in beautiful Santa Barbara, California. With our expertise in private professional fiduciary services and personalized approach, we deliver unparalleled solutions for elder and dependent adult care, and asset management.
I’ve worked with Courtney for years. Her work ethic and attention to detail are second to none. Her extensive experience in the public sector makes her unusually efficient and practical in meeting client goals. I have witnessed her present matters on numerous occasions, and know her to be very helpful, extremely knowledgeable, and a great communicator.
Thank you for making yourself available to me with advice, experience and support regarding my conservatorship role...I appreciate your wise counsel.
A referral led me to Courtney. I had no idea how blessed we all would be by having Courtney come in to our lives. [She] navigated a very complicated situation with flawless finesse and assisted me in getting my Grandparents into an overall better situation.
They are reasonable, calm, they make good decisions and are friendly with their clients. They understand the challenges of aging.
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 an accomplished fiduciary who is truly concerned with meeting the needs of those who need assistance in financial management and care services.
Courtney is always personable, honest and dedicated to her client's needs above all. She is experienced in issues facing vulnerable seniors and those with special needs. I highly recommend her as a licensed professional fiduciary.
Courtney is personable, smart, and totally ethical. She has the experience to handle any degree of complexity of what your fiduciary needs might be.
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.
Channel Islands Fiduciary Services Blog
Hello valued clients and potential clients. Please find a copy of our 2023 Fee Schedule here. We hope you are yours are all well.
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