About Estate Planning With

Attorney Sheri Montecalvo

Clients can expect compassionate legal services partnered with sophisticated estate and tax planning tailored to fit the client’s needs. Sheri is a seasoned attorney with significant experience in the areas of Estate and Tax Planning, Asset Protection, Elder Law and Medicaid Planning, Probate and Trust Administration along with Corporate and Business Succession Planning.

Sheri concentrates her practice in the areas of estate and tax planning, asset protection planning, business succession planning, corporate, elder law, probate, guardianship, trust and estate administration, special needs planning and Medicaid planning. She has over 18 years of experience providing counsel to business owners, individuals and families.

Sheri owns and manages her own practice, Estate Planning With Sheri Montecalvo located in Providence, RI. Sheri takes pride in serving as a trusted advisor to her long-standing clients and their future family generations. She will see her clients through the entire process from document creation, re-titling of assets and complete estate/trust administration.