Client Testimonials

  • 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.

    Bill Urbany

    Bill Urbany & Alisa Pepper

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

    Mike Fasth

    Senior Helpers

  • 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.

    Doug Rossi


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


    Family member

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


    Client's daughter-in-law

  • 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.

    Nicki L.


  • 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.

    Jeff O'Brien


  • 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.

    Deborah Brown

    Senior Planning Services

  • 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!

    Hospice worker

    VNA Hospice

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

    Brent Rosenbaum

    Rosenbaum Mediation