Sheri Montecalvo – Estate Planning With Sheri is a dedicated legal practice specializing in comprehensive estate planning, serving clients across Rhode Island, Massachusetts, and Connecticut. With over 18 years of experience, the firm stands out for its compassionate, client-centered approach and its mission to empower individuals and families to protect their legacies through thoughtful, customized legal strategies.
The practice focuses on guiding clients through significant life transitions with personalized counsel, offering protection and peace of mind. Attorney Sheri Montecalvo tailors each plan to the client’s unique needs, whether for individuals, families, business owners, or pet owners, ensuring that all aspects of estate, tax, and long-term care are addressed with expertise and empathy.
Services Offered
- Estate & Tax Planning
- Asset Protection
- Elder Law & Medicaid Planning
- Guardianship
- Probate & Trust Administration
- Special Needs Planning
- Corporate & Business Succession Planning
- Pet Estate Planning
Licensed in Rhode Island, Massachusetts, and Connecticut, the firm assists a diverse clientele, including families, seniors, business owners, and individuals with special needs or pets. Services are available by appointment, with complimentary consultations offered to help clients begin planning for their future with confidence.
