Carolina Fiduciary Services, LLC

P. O. Box 931
Hendersonville, NC 28793
Phone: 828-697-2565
2nd Phone: 828-242-4131

Serving Henderson Co., NC.   Also serving: Transylvania, Polk, Haywood, Rutherfordton, Jackson

Provider’s Statement of Service(s):
We provide daily management of money-related issues, such as receiving and reviewing mail and bills, applying the correct payments to outstanding expenses, comparing liabilities to insurance benefits such as Medicare/Medicaid and other health or personal insurance coverage. We represent clients and provide assistance with debt collection agencies and other service providers. We assist clients with budget planning and work with their financial management advisor, CPA's, geriatric care managers, and other professionals on "their care team." We assist with the transition from independent to assist-living and help with the vetting of life-care options.