05/08/2026
We’re honored to introduce Elder Law Collaborative, LLC an extension of Estate Planning with Sheri L. Montecalvo, LLC, focused on providing practical, ongoing support for individuals and families navigating the complexities that can come with aging, care needs, and financial management.
Elder Law Collaborative, LLC was created to provide structure, clarity, and support when ongoing financial responsibilities, care coordination, and decision-making require more hands-on involvement.
Estate Planning with Sheri focuses on creating and establishing your plan. Elder Law Collaborative provides ongoing support to help carry out and manage those plans when life requires continued attention and coordination.
We assist in three core areas:
• Bill Pay & Financial Oversight�Comprehensive management and tracking of ongoing financial responsibilities, including utilities, mortgages, insurance, medical expenses, and long-term care costs. We help ensure everything is organized, monitored, and accounted for with care and consistency.
• Trustee Accounting & Administration�Clear and accurate trust accounting that tracks income, expenses, and distributions. This provides transparency and organization, helping ensure records are always current and ready for tax preparation or review.
• Elder Care Coordination & Advocacy�Support in navigating care options based on individual needs and circumstances. This includes assistance with nursing home and assisted living placement, in-home care coordination, and connection to available programs and resources.
At its core, this work is about helping families feel more supported during periods that can feel overwhelming or complex.
If you are caring for a loved one, managing their affairs, or finding that the responsibility has become more than you expected to carry alone, we are here to help.
We invite you to reach out to learn more about Elder Law Collaborative and how we can support your family’s specific situation. Together, we will talk through your needs and determine what level of support aligns for you.