Estate Planning With Sheri Montecalvo - Providence, RI

Compassionate Estate Planning and Elder Law Services

Estate Planning With Sheri Montecalvo is a boutique law practice located just west of Downtown Providence, dedicated to helping families protect their assets and their future. Led by Attorney Sheri L. Montecalvo, who brings over 18 years of experience to her clients, the firm offers a personalized approach to often difficult conversations. Sheri understands that every family is unique, and she prides herself on being a trusted advisor who guides clients through life's major transitions. Whether you need to find an estate planning lawyer to draft a will or require expert assistance with Medicaid planning to protect a loved one's savings, Sheri Montecalvo provides the expertise and empathy you need.

Focused Legal Expertise

The firm concentrates exclusively on matters related to family wealth and elder care, ensuring a depth of knowledge that general practitioners often lack. Key practice areas include:

• Estate and Tax Planning: crafting comprehensive plans that include wills, revocable living trusts, and powers of attorney to minimize taxes and avoid probate.
• Elder Law and Medicaid Planning: Helping seniors navigate the complex rules of long-term care financing and preserving assets from nursing home costs.
• Probate and Trust Administration: Guiding executors and trustees through the legal responsibilities of administering an estate after a death.
• Special Needs Planning: creating trusts that protect the eligibility of family members with disabilities for government benefits.
• Business Succession: Assisting business owners in creating a roadmap for the future transfer of their companies.

A Client-Centered Philosophy

Sheri Montecalvo's practice is built on relationships. She is known for her ability to explain complex legal concepts in plain English, making the planning process accessible and less intimidating. Her dedication to her clients is evidenced by her active membership in the National Academy of Elder Law Attorneys. She also serves as Of Counsel to the Leonard Legal Group, further expanding the resources available to her clients. If you are looking to hire an attorney who will treat your family with the same care she would her own, Estate Planning With Sheri Montecalvo is the clear choice.

Convenient Office Location

The office is situated at 272 West Exchange Street, a professional building located conveniently near the highway and the Providence Place Mall. Unlike downtown high-rises, this location offers easy accessibility and on-site parking.