Focus Area
Sherri works alongside the Trust Counsel and Estate Administrators at Fiduciary to address client estate-related needs. She enjoys all aspects of estate administration including the probate, identifying, collecting, and valuing the assets and preparing the estate tax returns. Sherri appreciates collaborating with the tax team to assure all tax aspects of the estate are considered and providing guidance to the family in their most difficult times.
Experience
Sherri has nearly 30 years of experience in tax and estate administration. Prior to Fiduciary, she was an Estate Administrator at Goulston & Storrs. Before that, she was a Settlement Coordinator for Bank of America working with the Terminations Unit, practiced estate and trust administration for 17 years in Worcester at Mountain Dearborn & Whiting and Christopher, Hays Wojik and Mavriocs, and was an Estate Settlement Officer at Bank Boston.
Personal
Sherri lives in Douglas, MA with her husband and daughter. She enjoys baking and attending her daughter’s soccer matches.
