Who We Are….
Carolina Fiduciary Services, LLC is a specialized practice serving vulnerable populations in Charleston, South Carolina. We provide essential financial management services for those who cannot manage their own affairs due to injury, illness, age, or incapacity.
We serve in two critical roles:
Federal Fiduciary for the Department of Veterans Affairs
Managing financial affairs for Veterans deemed by the VA to require fiduciary assistance
Court-Appointed Conservator for Probate Courts
Managing financial affairs for adults whom state courts have determined need conservatorship services
Our work requires navigating strict compliance requirements across both federal VA and state probate court systems. All responsibilities are protected by HIPAA, the Privacy Act, and VA regulations, ensuring the highest level of confidentiality and professional standards.