What Makes Us Different?

Let’s face it: Most estate planning firms sound the same. You’ve seen the ads.“Protect Your Family.” “Plan for the Future. ” They offer generic documents, quick consultations, and then they’re gone.

At Monteforte Law, we’re different. We don’t just prepare documents – we build lifelong relationships. We’re not interested in being just another estate planning firm. We want to be the last one you’ll ever need – Your Estate Planner for Life^®.

Estate planning isn’t a “one-size-fits-all” solution—it’s your family’s future. You wouldn’t choose a surgeon who just finished medical school. So why trust your legacy to anyone but masters ?

Here’s what sets us apart:

• Why You Shouldn’t Trust Your Legacy to a Rookie
• Estate Planning Without the Headache? Yes, It’s Possible.
• The Estate Planning Tools that You Can’t Get Anywhere Else – Literally
• Most Estate Plans Get Dusty – Here’s Why Ours Don’t
• Dying with a Will Isn’t a Plan – Here’s What Smart Families Do Instead
• What Smart Clients Do After Reading This Page – Next Steps

A Master, Not a Student

When you work with Monteforte Law, you’re not just hiring a lawyer – you’re partnering with the firm that teaches other attorneys how to do estate planning. Our firm has over 50 years of combined experience. Attorney Michael Monteforte teaches several times yearly at seminars for other estate planning attorneys. If you see another estate planning attorney in our area, chances are, they learned estate planning and elder law from us! Mike is a published author of three books on estate and elder law, a public speaker, and a recognized expert in the field. 

Attorney Clara Jensen brings her own depth of knowledge and dedication to our team. She is the mastermind behind Medicaid Planning and MassHealth Applications , helping families navigate the complexities of long-term care and asset protection with precision and care.

The Only Stress-Free Estate Planning

No one else does estate planning like we do. We’ve taken the confusion and stress out of the process with our exclusive 4-Step Asset Protection Plan™ – only available at our firm. This streamlined approach makes estate planning simple, straightforward, and customized just for you.

What else? Unlike other attorneys, we return calls. We return emails. We have a systemized process to make sure that, if you ask a question, we actually respond and answer it.

Proprietary Products That You Won’t Find Anywhere Else

Most firms offer cookie-cutter trusts. Not us. Our proprietary products, like the 20/20 Hindsight Trust™ and the Retirement Protection Trust™ , are designed with your family’s unique needs in mind:

• 20/20 Hindsight Trust™: Offers unmatched flexibility, allowing your family to make estate planning decisions with the benefit of hindsight. Traditional estate plans can’t adapt to life’s changes—ours can.
• Retirement Protection Trust™: Shields your IRA from taxes, lawsuits, and even bad financial decisions by your heirs. It keeps your legacy intact for generations, providing control and protection when needed.

These tools aren’t just documents—they’re strategies. They’re the difference between a plan that works and one that fails when your family needs it most.

Your Estate Planner For Life^®: 3-Year Check-Ups Included

Most estate planning firms view your relationship as “done” once you sign the documents. Not at Monteforte Law. It’s our pet peeve to see clients with estate plans that are 20 years old, and that’s the last time they heard from their lawyer! This is the cardinal sin of estate planning lawyers.

Every three years, we meet with you – at no extra charge – to review your plan, discuss updates, and ensure it still meets your needs.

• Proactive Planning: Laws change. Family dynamics change. Your estate plan has to change too. Otherwise, it can become totally useless.
• No Hidden Fees: Our three-year check-ups are included for life – no strings attached. This isn’t just a service; it’s our promise. When you become our client, we’re with you for life.
• Get Educated, Not Sold: Understand estate planning basics in simple, clear terms.
• Transparency Matters: We cover our process, time frames, and pricing – so there are no surprises.
• Leave Informed and Ready: Our seminars aren’t just about information – they’re about giving you the confidence to take the next step and make the right decisions for your family. Plus, we always have a special offer for our seminar attendees!

Wealth Preservation Planning: The Monteforte Advantage

Our one-of-a-kind approach, Wealth Preservation Planning, focuses on preserving and protecting your assets from long-term care costs, estate taxes, and other potential drains. We offer the “ Foundational 4 ” – your Will, Durable Power of Attorney, Health Care Proxy, and a Trust – as the central hub to protect what matters most to you.

It’s not just about documents with us; it’s about understanding you, your family, and your goals for the future. Using our Wealth Preservation Planning™, we provide customized solutions based on your specific situation. And we make a promise to save you at least FIVE TIMES the cost of your plan in tax savings and protected assets.