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Monteforte Law attorneys meeting with clients in the Woburn office
What you can count on

Estate planning shouldn’t feel like chasing your lawyer.

Most people who call us have put off estate planning for years. When you finally decide to take care of it, you should not have to chase your lawyer for a callback, decode legal jargon, or worry about what the next bill will say.

These are the promises we make to every client. They are how our office runs every day, and you can hold us to them.

Seven questions, seven straight answers

The questions people ask us before they hire a lawyer. Tap through for the full answer to each.

“Will they ever call me back?”

Yes. By the end of the next business day.

The worryYou leave a message. Then another. A week later you’re wondering if anyone is there, and feeling like a pest for asking.
Our promiseEvery call and email gets a response by the end of the next business day. We track every one. If your question needs more time to answer properly, we’ll tell you so and tell you what happens next.
How quickly should my lawyer return my calls? →

“Is anyone actually working on my plan?”

You’ll always know where it stands.

The worryWeeks of silence, then a note that they’ve been “waiting on you,” which is news to you.
Our promiseA defined process with clear steps. At every stage you know what’s done, what’s next, and whether we’re waiting on you or you’re waiting on us.
How will I know my plan is moving forward? →

“Will I ever actually talk to a lawyer?”

Yes. Your planning session is with an attorney.

The worryPaying for legal advice and never being sure a lawyer looked at your situation.
Our promiseYour Strategic Planning Session is a no-pressure conversation with an attorney. Our team handles scheduling, gathering records and paperwork, so the attorney’s time goes to your decisions.
Will I actually meet with an attorney? →

“What am I actually signing?”

Plain English. Every time.

The worryForty pages of legalese, a pen, and a nagging feeling you should understand this better.
Our promiseWe explain your plan in everyday language, using examples from your own family, tradeoffs included. You take home a written Family Protection Report to go over at the kitchen table.
What if I don’t understand my documents? →

“What is this going to cost me?”

You’ll know before we start.

The worryA bill that keeps growing, and a meter running every time you pick up the phone.
Our promiseOne flat fee, laid out in your Family Protection Report before any work begins. Calling with a question about your plan never adds to the bill.
How can I avoid surprise bills? →

“Will my trust actually work?”

We offer trust funding to every client.

The worryA beautiful binder on the shelf, and a house still in your own name. Your family finds out in probate court.
Our promiseA trust only works if your assets are actually in it. We offer trust funding to every client. Some of our plans include it, and with others it’s an add-on, so you choose whether we move the house and accounts into the trust for you.
Will my lawyer put my assets in my trust? →

“What happens after I sign?”

We stay in touch.

The worryYou sign once, never hear from anyone again, and the plan quietly goes out of date.
Our promiseWe remind you when your three-year check-up comes due. It’s included with most of our plans. And if life changes sooner, call us. You know when we’ll call back.
Will my lawyer review my plan after it’s signed? →

Don’t just take our word for it.

4.9
★★★★★Based on 357 Google reviews

“Catherine was very helpful with our 3-year check-in for our trust, proactively recommending changes to take advantage of tax laws. As we updated the trust, Allison answered our numerous questions and was able to translate the legalese into English!”

Shelley Lipman

“The strategy planning session was excellent as she took the time to listen to my questions and to explain her answers in straight forward, uncomplicated way.”

Jerry Bellows

“She was incredibly friendly, helpful, and professional when I called. She took the time to answer my questions and made everything feel easy and stress-free.”

Alexandra G.
Your next step

Ready for a law firm that calls you back?

Start with a free consult call. We’ll learn what’s on your mind and help you decide whether a Strategic Planning Session is the right next step.

Book a free consult call

Or call the office: 978-657-7437

Monteforte Law Team

Still Not Sure Where to Begin?

You don’t need to have it all figured out. You just need a guide. Start with one step, and we’ll walk you through the rest.

See How It Works