Lotus Fiduciary Support Services, LLC

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.

 

                              “Where education and advocacy meet passion and purpose.”