Testimonials

“I have worked with Courtney and BPS multiple times since 2003. Her knowledge, expertise and dedication to her clients make her and BPS one of the best fiduciary services companies our firm has had the pleasure to work with.” Marco Chayet, Managing Partner, Chayet & Danzo, LLC|

“As an elder law attorney, I have frequent need for the services of trusted fiduciaries.  Courtney Smith of Benefit Payee Services is a financial fiduciary who I can use with confidence, knowing that she is both professional and competent."  C.Seal Kirtland & Seal, LLC 

“Your services are invaluable to her, since there is no one in her life who can help.  You have helped her through a lot of circumstances already, not only for her own needs for ongoing financial management, but also through the death of her spouse and complicated family circumstances. I would be happy to recommend you!”  - Social Worker for client, nursing home facility

“Your professionalism and knowledge handling of matters of all kinds for my mom is very much appreciated.  I found you to be even more capable in dealing with various vendors, banks, our accountant, health professionals, caregivers, Medicare and various other matters than I had even anticipated.  I was kept informed at all times as to the status of the account and any questions or concerns you had.  Whenever I had a question or concern, I received prompt answers.  And I found your fees to be quite reasonable for the services you provided.  It eased my mind greatly to know that my mother’s financial affairs were being handled by people whom I could trust and who had her best interests at the forefront.”  -Janet, daughter of client

"My office routinely refers clients to Benefit Payee Services. No matter how difficult the case or client, I know that Courtney and her staff will handle the matter promptly and professionally."    Law Offices of Bradley J. Frigon

“As a probate and elder law attorney I have worked with Courtney over the past several years in the Denver Metropolitan area in her capacity as a professional fiduciary.  I have seen her grow from the curious neophyte exploring this field to an accomplished and experienced fiduciary with excellent insight and judgment.”  M. Carl Glatstein, Glatstein & O’Brein, LLP

“The most important thing I receive from this service is a feeling of relief, especially in the current day to day business affairs and knowing that if there is a hospitalization, my bills will be paid and monies will not be stolen.”  -Richard, Client

 “My review of the above named file reveals that the successor Conservator, Courtney Smith has done an outstanding job in looking after the financial complexities of this estate”  - CPA, Probate Auditor

“I have been using Benefit Payee Services, Inc. for 3 years or longer. They have always met my needs.  They are very helpful and I have never had a problem with them paying my bills.  I would be happy to recommend Benefit Payee Services, Inc.”  -Larry, Client

“I consider the services I receive through BPS, Inc. as exemplary.  This service has always been prompt, courteous, the best.  Many gratitude’s to the people involved with causing things to come together with perfection” - Client

“Benefit Payee Services, Inc. has been my ward’s Conservator for three years.  We have always found them to be professional and capable of handling everyday affairs and emergencies.  I can and do highly recommend them” – Barbara, Guardian for client

"Courtney is a personable professional with the work experience needed to tackle both small and large assignments and accomplish them in a time efficient manner. Her company can handle issues that are of a difficult personal nature with empathy and professionalism. I would not hesitate to recommend Courtney and her company." W. Koczot VP & Personal Trust Specialist at BB&T Wealth Management

“BPS always calls within 24 hours. It is so good to know that BPS is there for my son and has been for 2 years. They do what they say they are going to do. Thank you all so much for being there to wade through all that credit card mess.”  - Mother of client

“My husband and I were so grateful to have hired BPS. Because of the nature of our niece’s afflictions, they went beyond and above their job description. There were times I could not have functioned without their service. They are always, loyal, trust worthy and totally professional.”  - Guardian and family member of client

“This is written to express our gratitude for your professional money management services afforded to our clients. We appreciate your timely responses to our requests and your expert knowledge and skills in caring for their day to day financial affairs. It has been our pleasure to utilize your company and staff in meeting the needs of our clients. We look forward to using your services in the future.” - Law Office of David Sutton

“Over the past 3 years my financial situation has been turbulent, but you have maintained a calm and steady resolve to do the best possible thing for the “long haul”.  Even though there has been a severe budget constraint, you have endeavored to provide me with the little extras I’ve wanted and needed. For these, as well as many other situations where you have been if not more than supportive as possible, I want to retain your positioning my life.” –Client

“This is a quick note to commend BPS and in particular Kris Charland for the services they provide. They have managed our client's finances for the last 5 years and has done an extraordinary job finding a balance between his high demand style and his need to make sure he has money for his future needs. Our client is known to say that he would have blown all his money by now if it weren’t for Kris and the help she provides managing his financial needs. I am very pleased by the services they provide, but more importantly, he is happy with their services. A big thanks to Kris and Benefit Payee Services for the support you have given him.” - Arc of Denver Advocate

“I am so happy to have you handling my son's money” –Mother of Client

“I think you provide a great service.” –Sister and former trustee of Client

“I wish to commend you and your staff on your sophisticated level of business expertise.  Your documents, format and paperwork are top notch, which I had desperately needed to begin with when a Special Needs Trust Fund was first implemented.  While the assistance of my family members was valuable in getting a trust fund established, they were honest but unfortunately lacking in business expertise.  I, my sister and brother-in -law that helped me get my inheritance are the only ones in my family with business expertise in a largely blue collar family. Mind you, I don't give compliments easily, so when one is given, it is well deserved.  Again, thank you. If you ever need recommendations from me you've got them.” - Client