CONNELLY LAW
Serving Rhode Island, Massachusetts and Connecticut
401-724-9400
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 highly qualified individual entrusted with the responsibility of making significant decisions on behalf of another person, particularly in matters related to law, finance, and estate administration. This designation requires not only specialized knowledge but also a steadfast commitment to ethical conduct and legal compliance. Professional fiduciaries are often appointed in estate-planning roles, such as Executor, Trustee, Conservator, or Agent under a Power of Attorney, each of which carries distinct duties and obligations.
These positions demand a deep level of trust, as fiduciaries are legally and ethically bound to act solely in the best interests of those they represent. An Executor, for example, manages the estate of a deceased individual, ensuring assets are distributed according to the will and all debts and taxes are settled. A Trustee is responsible for overseeing trust assets, making prudent investment decisions, and safeguarding the interests of beneficiaries. A Conservator handles the affairs of individuals who are unable to manage their own finances or personal matters, providing protection and guidance. Agents under Power of Attorney make crucial decisions for a principal, always reflecting the principal’s preferences and needs.
Attorney RJ Connelly III exemplifies the role of a Professional Fiduciary, bringing both expertise and integrity to his clients. As a professional fiduciary, Attorney Connelly is dedicated to honoring each client’s wishes while adhering strictly to legal standards. He ensures that every decision made is in the client’s best interest, whether it involves managing estates, trusts, or personal affairs. His experience and attention to detail make him a trusted advisor and advocate, providing peace of mind to clients and their families in complex, often challenging circumstances.
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 choose to engage our fiduciary team to reduce 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 accounting and manage complex assets while implementing supportive administrative procedures. 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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Decedent Estate Administration
You Can Count on Us
At Connelly Law, we recognize that navigating the complexities of financial and legal obligations can be both daunting and emotionally taxing, especially during times of transition or uncertainty. Our dedicated fiduciary team is ready to deliver a full spectrum of services, from meticulous monthly bill management to comprehensive administration of long-term trusts. By leveraging our extensive knowledge and steadfast commitment, we ensure each client receives attentive, individualized guidance grounded in integrity and compassion.
Serving Rhode Island, Connecticut, and Massachusetts, Connelly Law’s qualified fiduciaries are distinguished by their objectivity, professionalism, and genuine investment in the well-being of every client. We pride ourselves on delivering continuity and seasoned experience, carefully tailoring our approach to address your unique needs and long-term goals. It is both our responsibility and honor to safeguard your wishes and best interests, providing you and your loved ones with lasting peace of mind.
If you wish to explore how our experienced team can help you navigate these important decisions, please contact us at 401-724-9400.
At Connelly Law, your well-being is always our highest 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.