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Fiduciary services

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Representative Payee Programs

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

In specialized situations, Connelly Law Offices, Ltd. may offer representative payee programs for a client.

 

A representative payee is a person or an organization appointed by the Social Security Administration to receive the Social Security or SSI benefits for anyone who can’t manage or direct the management of his or her benefits.

 

As Representative Payee, Connelly Law's Professional Fiduciaries' main duties are to use the benefits to pay for the current and future needs of the beneficiary, and properly save any benefits not needed to meet current needs.

 

We also keep records of expenses and provide accounting reports to the Social Security Administration when requested of how the benefits have been used or saved.

 

The Representative Payee Program can help with: 

 

  • Setting up direct deposit accounts

  • Monitoring accounts

  • Reviewing, processing and paying household bills

  • Assisting with household budgets to maximize funds

  • Assisting in the development of basic money management skills

  • Increasing the client’s personal safety by protecting benefits and deterring possible theft provide financial management to Social Security beneficiaries who have demonstrated an inability to properly handle funds

  • Tailored spending plans managed through electronic debit cards

Contact Connelly Law Offices, Ltd.'s Professional Fiduciary Services today!

Rhode Island, Southeastern Massachusetts and Eastern Connecticut Elder Law Attorney

Call Connelly Law Today

Rhode Island Elder Law Attorney

855-724-9400

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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.