- Phone: (303) 282-8882
Lotus Fiduciary Support Services is dedicated to providing education and support to our clients, families and other professionals who need assistance fulfilling their fiduciary role and responsibilities.
Our Fiduciary Support Services include:
Daily Money Management – Provides Oversight and assistance to individuals with bill paying, opening mail, budgeting, and managing their overall financial affairs.
Support and Assistance to Families Who Are Acting in a Fiduciary Capacity for a Loved One
Fiduciary Consulting and Coaching *
Review, Prepare, and Amend Accountings and Financial Plans
Fiduciary Oversight of Non-Professional Fiduciaries
Prepare Budgets and Financial Plans
Investigate Accountings and Bank Records for Fraud and Misappropriation
Personal Property Management
Neutral “Tie Breaker” Services for Co-Agents
Track Income and Expenses for Tax Preparation and Accountings
Customized Services as Requested
*We are not a law firm and do not provide legal advice.