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Rhode Island Fiduciary

Call Connelly Law Today

Rhode Island Elder Law Attorney

Phone:  401-724-9400

Fax:  401-724-3046

Our office locations


47 Water St., Suite 101

Mystic, CT  06355


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.

Rhode Island - Main Office

372 Broadway

Pawtucket, RI  02860



Martha's Vineyard

Oak Bluffs, MA  02557


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Rhode Island, Southeastern Massachusetts and Eastern Connecticut Elder Law Attorney

Rhode Island Elder Law Attorney - Representative Payee Programs

Elder Law Attorney for Rhode Island, Eastern Connecticut and Southeastern Massachusetts


What is a Representative Payee

When the Social Security or Veterans Administration determines that an individual is unable to 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.  In these situations, the next option 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 in a timely manner.

An Automated Process

The attractive aspect of our rep payee program is that our system is totally 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 that has been 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.

By using this automated system, we remove the power struggles that often occur between the client, case manager/counselor, and the representative payee.  This also puts into place a structure that encourages the client to live within the agreed-upon budget thereby complying with the Social Security and/or Veterans Administration determination that a representative payee was required in the best interest of the recipient.


What We Provide

Connelly Law Offices, Ltd.’s fiduciary department provides representative payee and professional fiduciary services only and is not trained nor expected to assess or provide any mental health counseling, behavioral interventions or provide answers regarding legal concerns which is why we require that the case manager/counselor be our point of contact.

Rep Payee Guidelines.JPG

Moving Forward

If you are seeking a representative payee as a requirement of the Social Security or the Veterans Administration and are not currently in a treatment program or residing in a shelter, Connelly Law Offices, Ltd. can provide you with a list of professional resources that will allow you to begin your journey into recovery and well-being by finding an appropriate case manager or counselor who can begin facilitating this process with you.  

To view the guidelines of this service, please click on the form to the left.

Click Form to View Guidelines

Rhode Island elder law attorney

"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."  

                                                                                                                ---- RJ Connelly III

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