Southern New England's Certified Elder Law Attorney

Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney

Representative Payee - Connecticut

When the Social Security or Veterans Administration determines that an individual cannot manage their own funds, they prefer their beneficiaries to have a representative payee who may be a family member or close friend.  In other cases, this may not be possible or in the best interest of all concerned.  The next option in these situations is to work with a professional representative payee or a professional fiduciary.  Connelly Law Offices, Ltd. provides those services with a dignified approach based upon mutual respect.  Connelly Law Offices, Ltd. collaborates with the client and the case manager/counselor to ensure that the budget developed between the client and the case manager/counselor is followed and that all bills and expenses are paid promptly.

An Automated Process

The attractive aspect of our rep payee program is that our system is automated.  Each month, there will be contact between our fiduciary department and the client’s case manager/counselor to obtain a copy of the budget developed by the client and the case manager/counselor with the bills and expenses to be reimbursed/paid.  Our fiduciary department will take these numbers and schedule the payments using our TruLink payment system.