Resource Center

A place to read, learn, and prepare, at your own pace.

Clear, practical information 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.

An open notebook with handwritten notes, a fountain pen, and a small cup of tea on a sunlit wooden desk

From Sheri’s library

Seminars, interviews, and published work.

Materials from Sheri’s educational seminars and interviews, along with her published work. New articles will be added here as they are written.

Seminar materials · PDF

Resources by Sheri Montecalvo

Seminar materials from Sheri's educational presentations, shared through Google Drive.

  • Estate Administration Seminar
  • Estate and Trust Updates and Considerations
  • Medicaid Planning Seminar
  • Facebook Live

Interviews · Video

Interview Seminars

Recorded interviews with Sheri, including a conversation with mortgage advisor Danielle Gervais, shared through Google Drive.

Book · Author page

Leading Counsel

Sheri is a featured author in Leading Elder Law and Estate Planning Attorneys (Remarkable Press, 2021). Visit her author page on Amazon.

Preparing for a conversation

What to think about before you meet.

A few things worth considering ahead of time. They are a starting point for a conversation with Sheri, not a substitute for advice tailored to your family.

Preparing for a First Meeting

What (if anything) to bring, what to think about, and the gentle questions that help a first conversation begin in the right place.

Reviewed together in consultation

Long-Term Care Planning Considerations

An honest look at what to think about now, well before care is needed: assets, wishes, family conversations, and timing.

Reviewed together in consultation

Starting the Family Conversation

Ways for adult children, parents, and partners to begin the conversations most families put off.

Reviewed together in consultation

Articles & Insights

Practical reading for the decisions families face.

Sheri’s published articles offer a starting point for understanding estate planning, probate, elder law, and related concerns.

Elder Law Collaborative, LLC logo

Elder Law Collaborative, LLC

Hands-on support when families need more.

Elder Law Collaborative, LLC provides hands-on support to ensure nothing falls through the cracks, from client bill pay assistance and trustee accounting to elder care coordination and advocacy. When a family needs support beyond legal planning, it offers organized help and compassionate guidance.

  • Care managers & geriatric care advisors
  • Financial advisors who understand long-term planning
  • Trusted home care & assisted living professionals
  • Tax & accounting professionals familiar with elder law
  • Specialists in disability & benefits planning

When reading is not quite enough

Sometimes the right next step is a simple conversation.

Read what helps. Leave the rest. And when you would like a real person to listen and help you think it through, Sheri is here, with no pressure and no obligation.