Monterey Trust Management - Carmel-By-The-Sea (CA)

1 /5 kathy wright: I had no idea that a fiduciary is just a test and a payment, then next day your a CEO of your own firm of two and you have the access and control over other peoples financial future. Check everything and then find a reputable financial institution. Not this lady. She is good at not being accountable legally. She knows the courts well. Just look up Monterey Court Website and type in her name in Probate Notes option.

5 /5 Pedro: Monterey trust management staff did an outstanding job in dealing with my parents estate matters. They were responsive to all of my questions and made the transition of losing my parents easier to deal with. I am grateful. Thankful they were able to deal with my siblings in a very professional manner. There were no complications at all. Great team to have on your side.

5 /5 Len: Liza and her team are truly exceptional. From start to finish, they consistently deliver on their commitments with a level of professionalism that inspires confidence. Their attention to detail and dedication to confidentiality set them apart, ensuring that every interaction is handled with the utmost care and respect. If youre looking for a team that follows through and exceeds expectations, Liza and her team are the ones to trust.

5 /5 G. Muson: Gracious and honest all around services.

5 /5 Indie VR: Great company. Great honest people. Count yourself lucky if you have the opportunity to do business with them. -Amanda