Sheri Montecalvo - Estate Planning With Sheri

Asset protection, estate and tax planning; corporate succession planning; elder law and probate administration services. Estate administration entails managing and distributing a deceased individual’s assets (the “estate”) following their death. Probate is performed if a will was left. It is the process by which the deceased’s property is transferred to the beneficiaries stated in the will. The probate court supervises the process, which normally takes an average of one year but can often result in the distribution of significant chunks of the estate. The process comes with myriad procedural requirements and bureaucratic complexities. In the midst of the emotional strain that comes with losing a loved one, the survivor is typically overwhelmed and unsure of the legal and financial steps that they need to take. It could be that the deceased was the one who handled all the finances for the couple. A child may be tasked with probating an inheritance that they do not really know much about. This is an additional responsibility that has to be carried out alongside other commitments such as work and family. Once you feel ready, you should talk to a lawyer about the various steps needed in administering the deceased’s estate. When talking to the lawyer, make sure you have obtained as much information as possible about the assets, family members, financial situation, tax obligations, and debts of the deceased. It is imperative to remember that estate administration regulations and rules differ from one state to the next. Generally, the estate administration process consists of the following steps:

Sheri Montecalvo and her team nas received multiple reviews, including below: Navigation and rapport building are described as her strengths. Several clients noted her compassion, patience, and ability to make complex issues easy. Some said that her advanced knowledge saved them money and recommended her for Medicaid or estate planning. These advisors considered her a lifesaver. Montecalvo's communication and ability to explain things in detail were described by other reviewers. Her ability helped one client understand all aspects of estate planning when they did not have any background in that space. Multiple people noted that Montecalvo and her staff were willing to help navigate the law. Many clients have already recommended them to others. In one case, a client reported delaying their crucial estate planning until they met Sheri. Witnessing Montecalvo's efficiency has convinced the most hesitant to act.