Client Testimonials

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

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

Attorney

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.

Client

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.

Dan Murphy

Attorney

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

R.G.

Client's daughter-in-law

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

Mike Fasth

Senior Helpers

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

Jackie Marston

Home Choices for Mom and Dad

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

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

Client