About Sheri
Guidance rooted in trust, clarity, and compassion.
For more than two decades, Sheri Montecalvo has helped families across Rhode Island, Massachusetts, and Connecticut make thoughtful decisions about the people, the futures, and the legacies they care about most — with calm, with care, and with the kind of plain-language guidance that actually helps.
Sheri A. Montecalvo · Estate Planning & Elder Law
Why this work
Why Sheri does this work.
Sheri came to estate planning and elder law the way most people who care deeply about it do — through family. Watching loved ones navigate aging, illness, and the quiet weight of decisions that nobody had planned for, she saw how much pain a calm, well-prepared plan could spare a family. And she saw how often families were left without one.
That experience shaped everything about how she practices today. She is not interested in the cold, document-first approach that many people associate with attorneys. She is interested in the conversation that comes before the documents — the one where a family figures out, together, what matters most and how to protect it.
For her clients, that means a relationship rather than a transaction. It means time taken to understand who is in the family, who is helping, what is feared, and what is hoped for. It means strategies built around real lives, not pulled from a template. And it means a steady, familiar voice they can call again as life changes — not just at the moment a document is signed.
More than anything, Sheri believes families deserve to feel prepared rather than overwhelmed. That belief is the quiet engine behind every conversation she has.
Approach
A calm presence in important decisions.
Sheri's practice is built on four quiet convictions — the ideas that shape every conversation, every plan, and every family relationship she takes on.
Advisor first, attorney second.
Most families don't need a lawyer in the traditional sense — they need a thoughtful advisor who can help them see the road ahead and walk it together.
Education before paperwork.
Decisions made with full understanding hold up over time. Sheri takes the time to explain — in plain language — what each choice actually means for your family.
Compassion is not optional.
These conversations touch the most tender parts of family life. They deserve patience, warmth, and care — not a checklist.
Calm planning prevents crisis.
Almost every difficult moment families face later could have been softened by a quiet conversation earlier. That conversation is the work.
What families appreciate most
What clients tend to mention.
When families describe what working with Sheri has meant to them, the same handful of words come up again and again.
01
Clear explanations
Plain language, no jargon, and the patience to answer the same question twice if that's what helps.
02
Calm communication
A steady, unhurried presence — especially in moments when life feels anything but steady.
03
Genuine responsiveness
Phone calls returned. Questions answered. Families never left wondering where things stand.
04
Thoughtful planning
Strategies built around your family's real life — not a template pulled from a drawer.
05
Compassionate guidance
Difficult topics handled with dignity, warmth, and respect for everyone in the family.
06
Long-term partnership
A familiar voice families can call again as life changes — for years, not just a single matter.
Experience & credentials
Two decades of trusted guidance.
Credentials matter — but they sit beneath the relationship, not above it.
Bar Admissions
- Rhode Island Bar
- Massachusetts Bar
- Connecticut Bar
- U.S. District Court, District of Rhode Island
Education
- Juris Doctor — Roger Williams University School of Law
- Bachelor of Arts — Providence College
Affiliations
- National Academy of Elder Law Attorneys (NAELA)
- Rhode Island Bar Association — Probate & Trust Committee
- Estate Planning Council of Rhode Island
- Founder, Elder Law Collaborative
Areas of Focus
- Estate Planning & Trusts
- Elder Law & Medicaid Planning
- Probate & Estate Administration
- Long-Term Care & Asset Protection
- Special Needs & Guardianship
Educator & community resource
Teaching is part of the practice.
Sheri founded the Elder Law Collaborative as an educational initiative to help families, professionals, and communities better understand the quiet work of planning ahead. Through workshops, seminars, and ongoing resources, she shares what she has learned in plain language — long before anyone needs it.
- Community workshops on estate planning essentials for families
- Continuing education sessions for financial advisors and care professionals
- Library and senior center seminars on Medicaid planning and long-term care
- Founding educator of the Elder Law Collaborative
A note from Sheri
You don’t have to figure this out alone.
Whether you’re just beginning to think about a plan, helping an aging parent, or carrying a decision you’ve been putting off — you’re welcome here. Whenever you’re ready, we’ll start the conversation together.
No pressure. No obligation. Just a conversation.