Support Services

Lotus Fiduciary Group is also here to support and assist individuals who are acting in a fiduciary capacity for a loved one. There are a number of support services we can provide:

  • Fiduciary consulting and coaching 

  • Review, prepare, and amend accountings and financial plans

  • Fiduciary oversight of non-professional fiduciaries

  • Prepare budgets and financial plans

  • Investigate accounting and bank records for fraud and misappropriations

  • Personal property management

  • Neutral 'tie breaker' services for co-agents

  • Track income and expenses for tax preparation and accountings

  • Customized services as requested

How Do You Start?

The first step is to give us a call. Anyone from our team will be able to answer  your questions. We can then set up a free initial consultation where you can come to our office, meet the whole team and talk with us about your needs, and what services would be best for you.