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

  • 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


  • 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 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.

    Chris Snowden


  • 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

  • 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


  • 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 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.


  • 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