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7315 East Orchard Road, Suite 100Greenwood Village, CO 80111P | 303.282.8882 F | 866.339.1918www.LotusFiduciaryGroup.comEXPERIENCE YOU CAN RELY ON. We have been in business since 2002 and have provided services to families across the United States. We frequently work with and are trained to serve clients of SHAYLEE HOLLAND, JDOwner | PresidentWE’LL BE WITH YOU, AGING CAN BE HARD.EVERY STEP OF THE WAY.
TRUSTEELotus is appointed or hired to administer a trust on behalf of Lotus acts as an agent on behalf of another individual. The that individual. FINANCIAL POWER OF ATTORNEYThe court appoints Lotus to assets of a protected person.CONSERVATORLotus is nominated in a will to probate or administer the estate PERSONAL REPRESENTATIVELotus is hired to go in and assist -DAILY MONEY MANAGEMENTSO WHAT DO ALL THOSE TERMS MEAN? ...AND WHY DO YOU NEED US?PEACE OF MIND credit and background checks. values are protected by encouraging autonomy and independence.members or friends are tasked with managing the judgment and decisions may be made based on personal biases rather than what is truly in the best interests of the individual. We at Lotus Fiduciary on and make decisions based solely on what is best for our clients. managed by a knowledgeable and experienced high ethical and legal standards and are required to act in the best interests of their clients.• Organiza�on of Mail, Paperwork & Taxes• Budge�ng & Cashflow Management• Inventorying of Assets & Investments• Personal Property Management• Customized Services as RequestedADDITIONALLY WE CAN PROVIDE:illness, or other circumstances that prevent us valuable asset.that is entrusted to act in the best interests of appointed by the courts, through a trust, or by an to a professional.Here at Lotus we provide services as FI·DOOSH·A·WHAT???
TRUSTEELotus is appointed or hired to administer a trust on behalf of Lotus acts as an agent on behalf of another individual. The that individual. FINANCIAL POWER OF ATTORNEYThe court appoints Lotus to assets of a protected person.CONSERVATORLotus is nominated in a will to probate or administer the estate PERSONAL REPRESENTATIVELotus is hired to go in and assist -DAILY MONEY MANAGEMENTSO WHAT DO ALL THOSE TERMS MEAN? ...AND WHY DO YOU NEED US?PEACE OF MIND credit and background checks. values are protected by encouraging autonomy and independence.members or friends are tasked with managing the judgment and decisions may be made based on personal biases rather than what is truly in the best interests of the individual. We at Lotus Fiduciary on and make decisions based solely on what is best for our clients. managed by a knowledgeable and experienced high ethical and legal standards and are required to act in the best interests of their clients.• Organiza�on of Mail, Paperwork & Taxes• Budge�ng & Cashflow Management• Inventorying of Assets & Investments• Personal Property Management• Customized Services as RequestedADDITIONALLY WE CAN PROVIDE:illness, or other circumstances that prevent us valuable asset.that is entrusted to act in the best interests of appointed by the courts, through a trust, or by an to a professional.Here at Lotus we provide services as FI·DOOSH·A·WHAT???
TRUSTEELotus is appointed or hired to administer a trust on behalf of Lotus acts as an agent on behalf of another individual. The that individual. FINANCIAL POWER OF ATTORNEYThe court appoints Lotus to assets of a protected person.CONSERVATORLotus is nominated in a will to probate or administer the estate PERSONAL REPRESENTATIVELotus is hired to go in and assist -DAILY MONEY MANAGEMENTSO WHAT DO ALL THOSE TERMS MEAN? ...AND WHY DO YOU NEED US?PEACE OF MIND credit and background checks. values are protected by encouraging autonomy and independence.members or friends are tasked with managing the judgment and decisions may be made based on personal biases rather than what is truly in the best interests of the individual. We at Lotus Fiduciary on and make decisions based solely on what is best for our clients. managed by a knowledgeable and experienced high ethical and legal standards and are required to act in the best interests of their clients.• Organiza�on of Mail, Paperwork & Taxes• Budge�ng & Cashflow Management• Inventorying of Assets & Investments• Personal Property Management• Customized Services as RequestedADDITIONALLY WE CAN PROVIDE:illness, or other circumstances that prevent us valuable asset.that is entrusted to act in the best interests of appointed by the courts, through a trust, or by an to a professional.Here at Lotus we provide services as FI·DOOSH·A·WHAT???
7315 East Orchard Road, Suite 100Greenwood Village, CO 80111P | 303.282.8882 F | 866.339.1918www.LotusFiduciaryGroup.comEXPERIENCE YOU CAN RELY ON. We have been in business since 2002 and have provided services to families across the United States. We frequently work with and are trained to serve clients of SHAYLEE HOLLAND, JDOwner | PresidentWE’LL BE WITH YOU, AGING CAN BE HARD.EVERY STEP OF THE WAY.
7315 East Orchard Road, Suite 100Greenwood Village, CO 80111P | 303.282.8882 F | 866.339.1918www.LotusFiduciaryGroup.comEXPERIENCE YOU CAN RELY ON. We have been in business since 2002 and have provided services to families across the United States. We frequently work with and are trained to serve clients of SHAYLEE HOLLAND, JDOwner | PresidentWE’LL BE WITH YOU, AGING CAN BE HARD.EVERY STEP OF THE WAY.