"We totally commend Liza and Monterey Trust for their tireless efforts to be available (even after hours), responsive and flexible in helping us navigate the uncharted territory in which we found ourselves.."

Nita and Ron Sauer

"An independent trust company is my choice to give my children the greatest assistance in handling the affairs of my estate...Liza Horvath and her company have extensive experience in dealing with professionals and the necessary legal requirements to offer comfort and relief to my family"

Mary Kay Higgins Crockett, Ret. Investment Professional

"Excellent thank you! And thank you very much for all your hard work, especially this week - it was so much easier than I think anyone thought it was going to be."

A comment from a satisfied beneficiary

"I feel as though a weight has been lifted from my shoulders."

Consistently heard from clients of Monterey Trust Management

"Mrs. Horvath has served as the trustee for several of my clients. I have found her to be extremely intelligent, using her combination of legal and financial acumen to her clients' advantage. She is responsive and meticulous attending to details that are so important to clients."

Charles Des Roches, Attorney at Law

"I am very grateful knowing you are at my side."

Chris Singer

"[Liza] was there for me years ago and continues to be there for me to this day. I am so thankful for the day I was fortunate enough to meet her. I highly recommend this very capable and special person without reservation."

May Parlee

"I greatly appreciate all you did to get this job done. Your help was invaluable. Many thanks."

Judy - Pebble Beach

"I just wanted to take a moment to say thank you to you and your staff for your help and guidance for my parents trust. I wish you could have met my mom and dad, they were such wonderful people and I am sure they would have approved of your fair and diligent work to make their final wishes complete"

Barbara G

"Thank you for everything you and your team have done for my grandparents. They were truly lucky to have had you on their team."

Robin W.

"I’d like to take this opportunity to express my gratitude for your hard work and diligence while providing your services for our family. I sincerely appreciate all you and your team have done on our behalf!"

KH

"Thank you for all your help with my Grandparents Trust. I feel like they would have been pleased with how the office handled everything."

Ashley