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:
-
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.