Profile
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.
Specializing In
Medicaid Asset Protection, Special Needs Trusts, Business Succession
Address & Location
Conveniently situated on the border of the lively Federal Hill district and Downtown Providence, offering excellent proximity to local courts and the financial center.
Building Location
Housed in a charming historic three-story red brick commercial building that was originally part of the late 19th-century General Fire Extinguisher Company. The building boasts a flat roof, large classic windows, and a prominent industrial heritage.
Suite Access
Enter through the building’s main entrance facing West Exchange Street. Head inside to the ground floor lobby to easily locate the entrance to Suite 001.
Parking Details
Convenient visitor parking is available close by, with multiple public surface parking lots and metered street parking spaces located within walking distance of the entrance.
Public Transit
Served by Rhode Island Public Transit Authority Route 92 (Rhode Island College/Federal Hill); nearest stop is at Atwells & Dean.
Photos
imgl
Map
Sorry, no records were found. Please adjust your search criteria and try again.
Sorry, unable to load the Maps API.
