Timothy W. Caldwell

Timothy W. Caldwell

Counselor at Law

Timothy W. Caldwell, Counselor at Law, has over 30 years of experience in the Upper Valley and since 1997, has concentrated his practice on estate planning and settlement. He graduated cum laude from Dartmouth College and earned his Juris Doctorate from Georgetown University Law Center. He served as chair and member of the Lyme School Board, the New England Nordic Ski Association, the Upper Valley Planned Giving Council, and was instrumental in establishing LeaveALegacy®NH/VT.  Tim is also a Respecting Choices® Advance Care Planning Certified Facilitator. Currently he serves as a Regional Advisor to the New Hampshire Charitable Foundation and is a coach for the Ford Sayre Cross Country Ski Team.

Prior to practicing law, Tim was a competitive cross country skier. He competed in four Olympics and three World Championships. He and his wife, Margaret, a recently retired Social Studies teacher at Hanover High School and now involved in multiple community organizations have lived in Lyme Center since 1989. Margaret and Tim have three children: Lucy, lives in London and is a Manager for Deloitte Digital, Heidi is the Director of Running Programs at the Craftsbury Outdoor Center and Patrick works for Redeux Energy in Denver developing utility scale solar and battery projects. The family enjoys a variety of activities including skiing, hiking, swimming and spending time with friends and relatives.

Renée A. Harvey

Renée A. Harvey

Counselor at Law

Renée A. Harvey, Counselor at Law, has worked in the New York, Vermont and New Hampshire legal systems since 1990. She is a graduate of Vermont Law School and is licensed to practice law in the state and federal courts of Vermont and New Hampshire. Her practice focuses on estate planning and settlement, assisting clients with making informed decisions. She is a Respecting Choices® Advance Care Planning Certified Facilitator and she is a certified mediator. Renée also serves on the New Hampshire Bar Association’s Dispute Resolution Committee, the Patient Choices Vermont Advisory Committee, and is a lecturer at various local institutions. She is the managing partner of Caldwell Law.
James L. Thaxton

James L. Thaxton

Counselor at Law

James L. Thaxton, Counselor at Law, joined Caldwell Law in October 2015. Jamie received his Juris Doctorate and Master’s Degree in Environmental Law from Vermont Law School in 2001 and is licensed to practice law in the state and federal courts of New Hampshire. His responsibilities include Medicaid and estate planning, real estate transactions, and assisting clients with estate settlement. He is also a Respecting Choices® Advance Care Planning Certified Facilitator. In addition to his law practice, Jamie volunteers his time with several non-profit organizations and sits on the Town of Thetford (Vermont), Planning Commission.

Kelly Bagni

Administrative Assistant

Kelly joined Caldwell Law in September 2023.  Kelly has experience in estate law and real estate law in New Hampshire.  She assists the team paralegals as well as the front office. 

Sonja H. Bailey

Traditional Client Coordinator and Paralegal

Sonja H. Bailey joined Caldwell Law in September of 2020.  Sonja worked in the legal field for over 15 years in England specializing in intellectual property.  She is the liaison for our Traditional Clients.  Using her creative focus she also coordinates our marketing and events.

Jackie Hatt

Office Manager and Paralegal

Jackie Hatt joined Caldwell Law in June 2008.  Jackie has excellent organizational and people skills and strives to keep the office running like a fine tuned engine.  She assists with the drafting for Lifeplan and Traditional clients.

Constance Kincaid-Brown

Titling Co-ordinator

Connie joined us in September 2023 and her focus is assisting clients with titling their assets in a manner consistent with their estate plans and conducts funding/titling training workshops for trust-based and will-based plans.

Pamela E. Lain

Trustee Services Coordinator and Paralegal

Pamela E. Lain joined Caldwell Law in March 2012.  Pam has a strong background in estate planning, probate and trust settlement in New Hampshire and Vermont. She coordinates our trustee services, and assists clients with trust settlement matters. 

Sharon C. Matte

Settlement Coordinator

Sharon Matte joined Caldwell Law in November 2023.  Sharon has a strong background in probate and trust settlement in New Hampshire.

Kristine S. Newbold

Receptionist and Prospect Coordinator

Kristine joined Caldwell Law in May 2022. Her focus is scheduling appointments, managing the office calendar, and coordinating all that goes along with becoming a new client at Caldwell Law.

Timothy Sheble-Hall

Counsellor at Law

Tim Sheble-Hall joined Caldwell Law in March  2024. 

Sheila Smith


Sheila Smith joined Caldwell Law in March  2012. Sheila has been a full charge bookkeeper for more than 30 years and works with clients throughout Vermont and New Hampshire. She is also a Sage Timeslips Certified Consultant and a QuickBooks ProAdvisor.

Mariel Rose Villarta-Anzures

Marketing Assistant

Mariel joined us in December 2022.  She assists with drafting documents, creating our monthly newsletter and assisting with all our events.

Estate Planning and Settlement is All About Your Needs

When you become our client, you join our extended family. We meet from time to time to work on estate plan maintenance. We also get together to have a good time at annual social events.