Our Services
Acting as Trustee
Lagniappe Fiduciary Services is equipped to serve as trustee for nearly any type of trust. The team works in coordination with investment advisors to ensure beneficiaries receive their appropriate distributions, while also handling all necessary tax filings and accountings with accuracy and care.
Acting as Curator
Lagniappe can serve as curator for individuals, overseeing either their personal care or their property. We coordinate placement, caregivers, support services, and daily living needs, while also managing the assets and property of the individual to ensure their well-being and financial security.
Acting as Executor
Following the death of a loved one, Lagniappe can serve as the executor of a will or as the administrator of an estate when no will exists. We work closely with legal professionals to ensure all required documents are prepared and filed, guiding the succession process from start to finish with care and efficiency.
Acting as Power of Attorney
Lagniappe can serve as an agent to manage banking and property matters, access and review medical records and recommendations, and coordinate both care and payment for medical services.
Family Office Services
Our family office administration services cover a wide range of needs—from routine bill payment to researching and arranging appropriate care facilities. We also assist with property management tasks, including maintenance, lawn care, and insurance coordination. Additionally, we communicate with healthcare providers to ensure insurance coverage is properly managed and medical billing is accurately handled.