
Support Services
Lotus Fiduciary Services, Inc. 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:
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Fiduciary consulting and coaching
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Review, prepare, and amend accountings and financial plans
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Fiduciary oversight of non-professional fiduciaries
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Prepare budgets and financial plans
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Investigate accounting and bank records for fraud and misappropriations
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Personal property management
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Neutral 'tie breaker' services for co-agents
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Track income and expenses for tax preparation and accountings
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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.