Estate Planning, Wills & Trusts
Thoughtful planning, so the people you love are cared for.
A good estate plan is not about paperwork. It is about clarity, protection, and peace of mind. Sheri helps families put the right plan in place quietly, well before it is ever needed.
(401) 600-0146·No pressure. No paperwork to bring. Just a first conversation.
What families often feel
If any of this sounds like you, you’re in the right place.
Most people do not arrive with a clear legal question. They arrive with a quiet feeling that it is time to take care of this, for the people they love.
“I know I should have a plan — I just don't know where to begin.”
“I want to protect my spouse and our children, no matter what.”
“I don't want my family arguing or guessing if something happens to me.”
“We've worked hard for what we have. I want it to pass on the right way.”
“I want to make sure my wishes are clear — for care, for finances, for everything.”
“I want the peace of mind that comes from knowing it's done.”
You do not need to have anything figured out beforehand. That is what the first conversation is for.
A thoughtful plan, in plain language
The pieces of a thoughtful, well-built plan.
Every family’s plan is different, but most are built from the same set of carefully chosen pieces. Sheri walks you through each one and recommends only what genuinely fits your life.
Wills
The foundation of most plans — naming who inherits what, who looks after your minor children, and who carries out your wishes. Clear, well-drafted, and made for your life as it is today.
Trusts
Revocable living trusts and other planning trusts help families keep things private, avoid probate, and pass assets across generations with structure and care.
Irrevocable trusts
For families who want stronger, longer-horizon protection. Irrevocable trusts are used thoughtfully for asset protection, Medicaid-qualifying planning, and estate-tax situations where a more permanent structure genuinely fits.
Powers of attorney
The trusted people you choose to step in and handle financial matters if you ever can't — steadily, and on your terms, instead of leaving it to a court.
Healthcare directives
Healthcare proxies and living wills that put your medical wishes in writing and name the person you trust most to speak for you when it matters.
Guardianship planning
For families with young children or loved ones who need extra support — naming the right caregivers and putting protections in place for their future.
Long-term & probate-avoidance planning
Thoughtful coordination of titling, beneficiaries, and trust planning so that, if something happens, your family inherits clarity instead of court paperwork.
How Sheri helps families plan
Thoughtful, family-centered guidance built around your family.
Two decades of estate planning experience, shaped into a quiet, relationship-first way of working that puts your family ahead of every form.
We start with your family, not a checklist.
The first conversation is about who you love, what you've built, and what you'd want to happen if life took an unexpected turn. The legal documents come later — and they're shaped by what we learn together.
We make complex decisions feel simple.
Wills, trusts, powers of attorney, healthcare directives — Sheri explains each piece in plain language, lays out real options, and quietly removes the noise so you can decide with confidence.
We build plans designed to last.
Your plan is structured to protect your family across the long arc of life — not just today's circumstances. As laws, families, and finances change, we adapt the plan with you.
We stay your family's lawyer, long after the documents are signed.
Estate planning isn't a one-time transaction. Sheri remains a familiar voice your family can call — for updates, questions, and the moments when the plan actually needs to step in.
How planning actually unfolds
Three clear steps, at your pace.
Most families are surprised by how much lighter it feels once the first conversation is behind them, and how naturally the rest of the plan takes shape from there.
Start with a conversation
A relaxed first call or meeting. No paperwork to bring, no decisions to make yet — just a quiet conversation about your family and what you'd like to think through.
Understand your family & goals
Together we look at who you'd want to care for, what you've built, where you might want extra protection, and what your ideal plan would look and feel like.
Create a thoughtful plan
Sheri designs and drafts a plan that fits your life — explains each document plainly, makes adjustments together, and walks you through every signature with care.
We put it off for years because it felt overwhelming. Sheri made the whole process feel steady and clear. We left feeling like our family is genuinely protected. I only wish we’d done this sooner.
Estate planning & trust design
Educational resource
The Family Estate Planning Checklist
A plain-language guide Sheri shares with families before their first meeting. What to think about, what to gather (if anything), and the gentle questions that help every plan begin in the right place.
- The people who matter most — and the roles they may play
- What you would want to happen if you could not speak for yourself
- How to think about guardians for minor or dependent children
- Which assets pass by beneficiary, by title, and through your plan
- Common mistakes to avoid in DIY or out-of-date documents
- When a trust adds real value — and when a will is enough
Common questions families ask
Honest answers, in plain language.
When you’re ready
Thoughtful planning starts with a quiet conversation.
Sheri will listen first, ask a few gentle questions, and help your family take the next step, with clarity, care, and no obligation. You don’t have to figure this out alone.
Unhurried. Always confidential.