Southern New England's Certified Elder Law Attorney
Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney
Alycia D. Drake - Fiduciary Services Manager
Alycia has been employed with Connelly Law Offices since 2009, and her responsibilities include overseeing all financial matters about client and corporate accounts. Her primary responsibilities are to perform the accounting, billing, and bookkeeping functions for Rhode Island Elder Law Attorney, Connelly Law Offices, Ltd., and provides oversight for general office operations and all staff.
She works closely with Attorney R.J. Connelly III, Rhode Island Elder Law Attorney, daily to provide financial stability and optimize each client's financial situation. She handles the essential financial functions concerning client funds ranging from small estates to substantial trust accounts, including bank reconciliations and preparing all financial reports for state and federal agencies. She coordinates with accountants, tax advisors, financial planners, and investment advisors.
Alycia's responsibilities include drafting all fiduciary, estate, and trust accountings. She also manages the three corporate entities associated with Connelly Law, Rhode Island elder Law Attorney, maintaining all bank accounts, preparing tax-related documents, accounts payable, and accounts receivable, and providing supervision to the staff in the fiduciary department. She interacts daily with clients, vendors, beneficiaries, and others concerning all financial matters.
Before coming to Connelly Law, she provided financial oversite for several small businesses and was an instructor for a non-profit agency, teaching computer and financial literacy skills to adults of all ages. In that role, she taught the skills needed to manage personal financial matters efficiently, including the knowledge of making appropriate decisions about investing, insurance, credit management, real estate, paying for college, budgeting, retirement, and tax planning.
She has completed advanced training through QuickBooks and has received certification in Microsoft Office, and is proficient in Word, Excel, and PowerPoint. She continues to further her knowledge and expertise through continuing education classes, seminars, and workshops.
Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney
"Southern New England's Certified Elder Law Attorney"
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Rhode Island Elder Law Attorney
Our office locations
Mystic, CT 06355
Rhode Island - Main Office
Pawtucket, RI 02860
East Chop, MA 02557
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