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About Rita R. Jacobs

Rita R. Jacobs, an Estate Settlement Specialist and Elder Law Advocate, has worked in the estate administration and elder law areas since 1998. She is a professional, experienced in estate and trust asset administration. Rita interprets the governing instrument and applicable law to determine duties and responsibilities of Executors, Administrators, Trustees and Guardians, guiding them through the process. She works with financial institutions, investment companies, federal, state and local government agencies, realtors, insurance companies, accountants, transfer agents, appraisers and vendors throughout the administration. Rita prepares federal gift tax returns and federal and state estate tax returns.

Ms. Jacobs also helps individuals, families and Guardians facing a variety of elder law challenges. She provides assistance with aging, illness and incapacity issues, coordinating services with healthcare and other professionals. Rita advocates on clients behalf, resolves issues, helps with residence options and bill paying. She works closely with nursing homes, independent, assisted living and memory impaired facilities to ensure a smooth transition when living at home is no longer an option.

Rita possesses extensive knowledge of Medicaid regulations. She oversees the collection of required documentation and prepares the Medical Assistance Application. When necessary, Rita attends Medical Assistance appeal hearings. Rita also works with individuals who are seeking eligibility for Veterans Aid and Attendance benefits, providing information and help gathering necessary documentation.

Ms. Jacobs graduated with a Bachelor of Science in Justice Studies from Roger Williams University and from the Community College of Rhode Island with an Associate of Science in Business. She is a member of Alpha Chi and Phi Theta Kappa Honor Societies. While earning her degrees, Rita interned in the Trust Department of The Washington Trust Company and with the law firm of Kenyon and Aukerman.

Ms. Jacobs also acts as Business Manager for the law firm where she oversees administration, financials, marketing and technology.

Rita R. Jacobs

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