At Monteforte Law, P.C., we’re not your typical estate planning firm—and that’s why we’re the leading choice in Woburn, MA, trusted by over 300 families over the years. From our first meeting through every change in your life, we’re here for the long run, offering something beyond just estate documents.
What you’ve been told about “legacy safeguarding" is false!
If you’ve previously worked with other firms, you know how the majority ghost you after “finishing” your documents, leaving your estate plan to end up in a file cabinet, gathering dust and becoming outdated as life moves on. Not here. We don’t want you to just “have a plan”—we want you to have a plan that grows and adapts with you. Life changes; your plan should, too.
Don’t fall for the “we also do estate planning” trap.
At Monteforte Law, we specialize exclusively in estate planning and elder law. Our focus isn't spread across multiple legal domains; instead, we concentrate our expertise on these areas.
We’re about Wealth Preservation Planning, NOT traditional estate planning.
Our one-of-a-kind approach, Wealth Preservation Planning, focuses on preserving your assets and protecting them 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.
Not many firms can say that, but our clients speak for us:
Custom Plans, Unique to You
Every family and financial situation is different, so each plan is tailored to fit you perfectly. We address unique goals, like minimizing taxes, preserving your home, or creating a legacy for future generations. The result? You get a plan built for your needs, now and in the years to come.
Think of us as your Estate Planners for Life.
From big life changes to new laws that affect your assets, your plan needs to stay up-to-date, and we’re here to ensure that. We’re not just here to prepare your estate plan – we’re here to be Your Estate Planners for Life.
With ongoing check-ins and adjustments, we help you navigate every change. We stay in touch, offering the education, support, and adjustments you need to feel confident in your family’s future.
Convenient and Stress-Free
While we love to meet our clients face-to-face, we understand that life can get busy. For clients whose work or personal schedules don’t allow them to come in, we offer our Touchless Legal Services. This process allows us to complete your estate plan using technology and video, making it as seamless as possible.
Our Mission
Our purpose is to help clients protect their families and their assets by providing personalized plans for their future.
Our Core Values:
- The Client’s Best Interest: We practice with the highest standard of ethics. We help our clients to relieve their stress and give them peace of mind through our honesty and transparency.
- Quality Custom Solutions: Our process allows us to create customized solutions, tailored to the specific client and their families. No two clients are the same, so no two plans are the same.
- Education: We believe in educating ourselves and our clients. That’s why we provide free seminars on 'The Essentials of Wills and Trusts.' We also stay up to date on ever-changing laws and create free books and reports so our clients can stay informed as well.
- Giving Back: We support local organizations by donating to senior centers and local causes. We also created a high school scholarship program for our local community.
So, Why Choose Monteforte Law?
We’re here to do right by you – and that means being ethical, transparent, and committed to providing solutions that are just right for YOU. We stay informed, so you don’t have to worry about what’s next. Monteforte Law is built around the idea of being here for our clients for life, offering the guidance, reassurance, and expertise you need in every season. So, if you’re ready for a partner who understands the long view, we’re ready to talk. Reach out to us and experience what it means to have a trusted partner by your side.
