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Southern New England's Certified Elder Law Attorney

Rhode Island, Connecticut, and Massachusetts Certified Elder Law Attorney

Elaine D - Fiduciary Services Specialist
Rhode Island Elder Law

Elaine D. has been a dedicated team member at Connelly Law Offices since 2013, where she excels as a fiduciary services specialist. Her role involves providing clients with comprehensive daily money management services, ensuring that their financial affairs are handled efficiently and effectively.

 

This includes assisting clients with various tasks such as managing and planning relocations, overseeing the intricate process of monthly bill-paying, preparing checks for client signatures, negotiating with creditors on behalf of clients, and establishing detailed budgets that reflect their financial goals and needs.

 

In addition to these services, Elaine takes on a range of financial management duties vital to her clients' well-being. This encompasses maintaining meticulous

financial records, preparing detailed reports, and developing precise budgets that help clients understand their financial scenarios. As part of her responsibilities, she may also track spending patterns, monitor income, and reconcile accounts to ensure accuracy and transparency. Furthermore, by performing thorough data analysis, Elaine identifies trends and areas where improvements can be made, offering her clients insights that contribute to their financial health.

Elaine genuinely enjoys her role at Connelly Law, where her professional fiduciary services profoundly impact clients' lives. “We manage a broad spectrum of financial services tailored for clients,” she explains, “ranging from bill payment and bookkeeping to account reconciliation and assistance with insurance forms. Virtually anything that pertains to a client’s financial needs and obligations, we can handle.” This comprehensive service approach allows clients to focus on their personal goals while trusting that their financial matters are in capable hands. In addition to her fiduciary services expertise, Elaine is a highly skilled customer service professional with extensive experience across finance, medical, and business operations sectors.

 

Before her tenure at Connelly Law, she honed her skills in the healthcare industry, where she managed a busy office environment and assisted patients in navigating their financial responsibilities. This background has equipped Elaine with a unique understanding of client needs, both in a fiscal sense and from a customer service perspective. She is driven by a desire to help others achieve positive outcomes through her fiduciary services. “Our clients are certainly competent individuals,” Elaine shares, “but as they age, some may lose track of time and financial obligations.” She adds, “Suddenly, they receive alarming phone calls about overdue credit cards or worrisome shut-off notices arriving in the mail. We can provide them peace of mind while enabling them to maintain their independence and dignity during challenging times.”

 

Elaine holds an Associate's Degree in Business Science from the Community College of Rhode Island, which has laid a strong foundation for her career. She is proficient in various legal and accounting software applications, which enhances her efficiency in managing client accounts. Elaine is committed to continuous professional development, actively participating in seminars, workshops, and certificate programs to further her expertise and stay updated on the latest industry best practices. Through her dedication and thorough approach, Elaine strives to deliver exceptional fiduciary services capable of making a tangible difference in her clients' lives.

Rhode Island, Massachusetts, and Connecticut Certified Elder Law Attorney

Rhode Island Fiduciary

"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

Broadway Street

Mystic, CT  06355

860-440-7600

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.

© Connelly Law Offices, Ltd.  2025

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