"Southern New England's Certified Elder Law Attorney"
CONTACT US TODAY
401-724-9400 - Main Office
860-440-7600 - CT Office
508-316-2396 - MA Office
Southern New England's Certified Elder Law Attorney
Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney
Professional Fiduciary Services
What is a Professional Fiduciary?
A Professional Fiduciary is a specially designated individual entrusted with the responsibility of making important decisions on behalf of another person, particularly in legal, financial, or estate matters. These roles are essential within estate planning and can encompass various positions such as Executor, Trustee, Conservator, or Agent acting under a Power of Attorney. Each role demands a profound level of trust and responsibility, as the fiduciary is legally and ethically obligated to act in the best interest of the individual they serve.
For example, an Executor manages the estate of a deceased person in accordance with the terms laid out in their will, ensuring that debts are paid and assets are distributed properly. A Trustee oversees the assets within a trust, making careful investment decisions that benefit the trust's beneficiaries. A Conservator is appointed to handle the financial and personal affairs of someone unable to manage their matters. At the same time, an Agent under Power of Attorney makes decisions that align with the principal’s preferences and interests. Attorney RJ Connelly III is a professional fiduciary who plays a vital role in ensuring that each clients' wishes and best interests are honored while complying with the legal standards mandated by law.
An Ethical and Professional Team
Connelly Law's Fiduciary Department exemplifies the highest standards of compassion, commitment, integrity, and loyalty to our clients. They possess extensive skills, experience, and knowledge invaluable in their roles. Connelly Law offers reliable and proficient support for personal or estate financial management when assistance is required in managing the affairs of individuals unable to do so themselves.
Many families with elderly members opt to appoint our fiduciary team to alleviate the burden on family members. Even the most capable adult children are often fully engaged with work and home responsibilities, and logistical challenges may arise due to distance. Further, some family members may lack the requisite skills or present potential conflicts with siblings or other relatives, making them unsuitable for fiduciary responsibilities.
The Professional Fiduciary team at Connelly Law is prepared to provide a comprehensive range of services. Whether assisting with everyday bill payments or ensuring the accurate and efficient execution of a loved one's will and estate directives, our services are designed to meet diverse needs.
At Connelly Law, our fiduciary team understands the importance of responsible asset stewardship for families across generations. We are dedicated to providing meaningful fiduciary services that meet your unique needs, and our successful track record reflects this commitment. We take pride in our ability to perform thorough accountings and manage complex assets while implementing supportive administration techniques. Our goal is to offer compassionate assistance, especially to the elderly, and to use technology to make our services more accessible and effective for everyone we serve.
Services We Offer
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Special Needs Trust Administration
You Can Count on Us
At Connelly Law, we understand that managing financial and legal responsibilities can often feel overwhelming, especially during challenging times. Our dedicated fiduciary team is here to support you, offering services from regular bill payment to comprehensive long-term trust management. We are committed to assisting you through complex financial situations with the utmost care and compassion.
For Rhode Island, Connecticut, and Massachusetts residents, our qualified fiduciaries bring objectivity, professionalism, and a personal touch to every client relationship. We strive to provide continuity and experience, thoughtfully addressing your unique needs and goals. It is both our duty and privilege to protect your wishes and best interests, offering you peace of mind.
If you would like to learn more about how we can help you navigate these important decisions, please don’t hesitate to call us at 401-724-9400. Your well-being is our priority.
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"Our Representative Payee services use the beneficiary’s Social Security and/or SSI payments to pay for his/her current needs and to maintain accurate records for the beneficiary and others as required. This ensures that necessities like rent, utilities, and other bills are paid and current for someone who has difficulty in managing money. We are responsible for determining your needs and the best way to use your funds to meet those needs."
---- RJ Connelly III
Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney
"Southern New England's Certified Elder Law Attorney"
Call Connelly Law Today
Rhode Island Elder Law Attorney
Phone: 401-724-9400
Fax: 401-724-3046
Our office locations
Connecticut
Connecticut appointments are not available until further notice. Please contact our Pawtucket Office at
401-724-9400. Thank you.
Rhode Island - Main Office
372 Broadway
Pawtucket, RI 02860
401-724-9400
Massachusetts
Martha's Vineyard
East Chop, MA 02557
508-316-2396
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This website includes general information about legal issues, issues affecting seniors and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and/or problems.