Estate Planning · Adults of any age
The Family Estate Planning Checklist
A calm, plain-language guide to the questions worth answering before your first meeting — what to think about, what to gather, and where most families get stuck.
Resource Center
Plain-language guides and articles for families thinking about an aging parent, a future plan, a loss, or a loved one who needs extra protection. No rush, no pressure — just answers when you want them.

Where should I start?
Most people don’t arrive with a clear legal question. They arrive with a quiet feeling. These starting points lead you to the articles and guides written for exactly where you are.
“I’m worried about an aging parent.”
Start with Elder Law
“I want to put a plan in place for my family.”
Start with Estate Planning
“We recently lost a loved one.”
Start with Probate
“I’m planning for a child with special needs.”
Start with Special Needs Planning
“A loved one can no longer decide for themselves.”
Start with Guardianship & Authority
“I want to protect what our family has built.”
Start with Asset Protection
Featured family guides
Each one is written the way Sheri actually talks — calm, unhurried, and free of legal jargon. Coming soon as downloadable PDFs you can read at your own pace.
Estate Planning · Adults of any age
A calm, plain-language guide to the questions worth answering before your first meeting — what to think about, what to gather, and where most families get stuck.
Elder Law · Adult children
A field guide for adult children stepping into a caregiving role — finances, legal authority, long-term care options, and how to start hard conversations.
Probate · Executors & families
What probate actually is, what it involves, and what an executor or family member can expect — written for people walking through it for the first time.
Educational articles
Short, gentle explanations of the topics that come up most often in first conversations — written to help, not to sell.
Estate Planning · 6 min read
It’s rarely about age or wealth. A gentle look at the life moments that quietly call for a plan — and why earlier is almost always easier.
Full article coming soon
Guardianship · 8 min read
Two very different paths for stepping in on a loved one’s behalf, explained without legalese, with the trade-offs families actually face.
Full article coming soon
Elder Law · 10 min read
The single most misunderstood piece of long-term care planning, written for families who want the truth without the scare tactics.
Full article coming soon
Probate · 7 min read
A quiet checklist for the first month after losing someone — what needs attention right away, and what can wait.
Full article coming soon
Special Needs · 9 min read
How third-party and first-party trusts actually work, and why even a small inheritance can disrupt benefits without one.
Full article coming soon
Asset Protection · 6 min read
The short answer is usually no. The longer answer is gentler, more nuanced, and worth reading before making any decisions.
Full article coming soon
Planning checklists
A small set of carefully written checklists Sheri shares with families — the kind you can sit with at your kitchen table and work through at your own pace.
What (if anything) to bring, what to think about, and the gentle questions that help a first conversation begin in the right place.
Downloadable soon
The legal, financial, and care decisions adult children most often need to consider when stepping into a caregiving role.
Downloadable soon
A calm, step-by-step guide for someone newly responsible for settling a loved one’s estate — what to do, and what can wait.
Downloadable soon
A gentle template for capturing routines, supports, preferences, and the personal details future caregivers need to know.
Downloadable soon
An honest look at what to think about now, well before care is needed — assets, wishes, family conversations, and timing.
Downloadable soon
Prompts and language to help adult children, parents, and partners start the conversations most families quietly avoid.
Downloadable soon
Seminars & workshops
Sheri regularly leads small, unhurried workshops for families, caregivers, and community groups across RI, MA, and CT. They are educational, never promotional — come with questions, leave with clarity.
Ask about upcoming sessionsIn-person & virtual workshop
A relaxed, no-pressure overview of wills, trusts, powers of attorney, and healthcare directives — designed for adults of any age starting to think about a plan.
Community seminar
Practical guidance for adult children walking alongside an aging parent — finances, legal authority, long-term care, and how to start hard conversations.
Virtual workshop
A patient, step-by-step explanation of probate and estate administration — for executors and family members who want to understand the road ahead.
Elder Law Collaborative
Sheri is a member of the Elder Law Collaborative — a quiet network of attorneys, financial advisors, and care professionals who share a deeply human approach to working with older adults and their families. When the right answer for your family lives outside the law office, Sheri has people she trusts to call.
Coming to the library
Sheri is gently building this library over time — recorded workshops, short video answers to the questions families ask most, and seasonal planning briefs. Nothing here will ever feel like a content firehose.
Brief, calm video responses to the questions Sheri is asked most often — three to five minutes, no jargon.
Past family workshops, lightly edited, so you can watch from home at your own pace.
Short, plain-language updates when the law shifts, or when a moment in the year calls for a quiet check-in.
When reading isn’t quite enough
Read what helps. Leave the rest. And when you’d like a real person to listen and help you think it through, Sheri is here — with no pressure and no obligation.