Our Services

At Fiduciary Business Services, Inc. (FBS), we provide comprehensive fiduciary administration support tailored to the unique needs of professional fiduciaries and individuals in fiduciary roles. Our services ensure that financial, administrative, and personal care responsibilities are handled efficiently, ethically, and with the utmost professionalism.

Administrative Support

We manage essential day-to-day administrative tasks so you can focus on your fiduciary duties.

Phone Support Handle calls and correspondence on your behalf.
Mail Handling Receive, sort, and process mail securely.
Document Scanning & Management Digitize and organize records for easy access.

Financial Management

Ensuring financial responsibilities are met with accuracy and compliance.

Bill Pay & Expense Management Oversee and process payments for ongoing obligations.
GC-400 Accountings Prepare detailed fiduciary accountings, whether court-supervised or not.
Tax Support Compile and organize tax documentation for your tax preparer.

Care Management

Supporting clients and loved ones to ensure their well-being and healthcare needs are met.

Client Visits: Regular check-ins to monitor well-being.
Care Coordination: Facilitate communication with caregivers and medical professionals.
Doctor Visits: Schedule and accompany clients to medical appointments.
Home Transition Support Assist with downsizing, relocation, and transitioning to new living arrangements.

Client Services

Providing concierge support to fiduciaries who need assistance managing their workload.

Online & Personal Shopping Arrange purchases and deliveries for essential and personal items.
Vacant Home Oversight Monitor and maintain properties to ensure security and upkeep.
Real Estate Cleanout & Sale Liaison Coordinate estate cleanouts and collaborate with real estate professionals on property sales.

At Fiduciary Business Services, Inc., we are committed to delivering reliable, ethical, and professional support to help you manage fiduciary responsibilities with ease.

Contact us today to learn how we can assist you.