We are much different from other estate planning and elder law firms. 

We thrive on doing things differently from everybody else. From the start of our process to the end, you will find that no other estate planning firm does things quite like us.  What sets us apart from other estate planning attorneys  is our years of experience and our specialized knowledge.  

We aren’t like anybody else, and we don’t want to be. Estate planners have been doing it wrong for years. Don’t fall into the same trap as folks who have documents sitting in file cabinets in their house that are years and years old and have never been looked at since the day they were signed. We are different for a reason. We do it right.  

Wealth Preservation Planning, NOT traditional estate planning. 

At Monteforte Law, P.C., we take a unique approach to estate planning, which is called Wealth Preservation Planning. Wealth Preservation Planning goes beyond the traditional estate planning process by taking a holistic view of our client's financial situation and future goals. We aim to not only ensure that our client's assets are passed down to their intended beneficiaries but also to protect those assets from estate taxes and long-term care costs.

What sets Monteforte Law apart from other law firms is our focus on Wealth Preservation Planning. Our process takes into account not only our client's current financial situation but also their future goals and potential challenges. We work with our clients to create a comprehensive plan that not only covers their end-of-life needs but also provides guidance for their overall financial health and well-being. This makes us different from other firms that only provide traditional estate planning services. 

Our Wealth Preservation Planning process includes the creation of the 'Big 3' documents - the Last Will and Testament, the Durable Power of Attorney, and the Health Care Proxy - which serve as the central hub of our plans. We then build upon this foundation with additional tools, such as Trusts, to ensure that our client's wealth is preserved and protected for generations to come. Our clients can trust that with Monteforte Law, they are receiving a truly comprehensive and personalized approach to estate planning. 

We believe that estate planning is not just about death, but it's also about life. That's why we've developed the Wealth Preservation Plan, which focuses on preserving wealth and assets for both death and life. Our process goes beyond traditional estate planning by considering both death and life events and ensuring that our clients are prepared for all scenarios. 

While traditional estate planning focuses primarily on the distribution of assets after death, our Wealth Preservation Plan takes a comprehensive approach to wealth preservation by addressing life events as well. This includes planning for long-term care, protecting assets from creditors, and reducing taxes. Our Wealth Preservation Plan is designed to provide our clients with peace of mind, knowing that their wealth and assets will be preserved for themselves and their loved ones, both now and in the future. 

This process sets Monteforte Law apart from other law firms because of its unique and customized approach to estate planning. Our team of experts uses the Wealth Preservation Plan to evaluate each client's individual situation and provide the best possible advice. With the Wealth Preservation Plan in place, clients can feel confident that their assets and wealth will be preserved and protected, both in the event of death and throughout their lifetime. Our commitment to our clients and the Wealth Preservation Plan is what sets us apart and makes us a trusted and respected law firm in the community. 

The Monteforte Law Wealth Preservation System

The Monteforte Law Wealth Preservation System™ is a trademarked system created by Attorney Michael Monteforte that is used to evaluate clients' needs and determine the best estate planning strategy for them. The system takes into account a variety of factors, including the client's family makeup, assets, income, goals, death tax exposure, veteran status, and long-term care planning. This allows the firm to provide superior and customized advice to each client and create estate planning documents that align with their individual situation. 

One of the benefits of the Monteforte Law Wealth Preservation System™ is that it ensures consistent and uniform advice to clients, regardless of which staff member evaluates their case and drafts their estate planning documents. This system is unique in the industry and allows the firm to make the pledge to clients that they will save at least five times the cost of their estate plan in estate tax savings and the value of protected assets. 

The Monteforte Law Wealth Preservation System™ sets the firm apart from other law firms in a number of ways. First, the system provides a comprehensive evaluation of each client's individual situation, leading to the best possible estate planning strategy. Second, the use of the system ensures consistent and uniform advice to clients, allowing for the highest level of customer satisfaction. And finally, the pledge to save clients at least five times the cost of their estate plan in estate tax savings and protected assets is a testament to the effectiveness and value of the Monteforte Law Wealth Preservation System™. 

Our Custom Documents 

At Monteforte Law, we understand that every family and their financial situation is unique. That's why we offer customized estate plans that are tailored to your specific needs, goals, and financial situation. Our packages are designed to accommodate your family, your finances, and your individual goals, whether it be minimizing taxes, passing wealth down to the next generation, or protecting your home from long-term care costs. We take pride in providing tailored solutions to each and every client, ensuring that their estate plan is unique and truly reflective of their needs. 

Educational Materials and Books 

At Monteforte Law, we believe that education is key when it comes to estate planning. Our lead attorney, Michael Monteforte, is a published author on the subjects of estate planning and elder law, and we provide complimentary copies of his books to help further your understanding. Written in plain English, our educational materials and books are designed to demystify estate planning, ensuring that you are informed and empowered every step of the way. Before your first meeting with us, we provide you with an abundance of educational materials, all available at no cost to you. Our goal is to help you understand the estate planning process and what recommendations we might make to help you achieve your goals.  

Medicaid MassHealth Long-Term Care Applications 

Most estate planning lawyers won’t go near  Medicaid  MassHealth Long-Term Care Applications. Many estate planning lawyers “attempt” to help you plan for long-term care with various Trusts and other tools to help position you to qualify,  but when the rubber meets the road, and it’s time to do the actual application, they scatter. Rather than put their documents to the test, they leave you to go find someone else. Many times, that “someone else” is us. Where you should have come in the first place. 

We have the specialized expertise needed to navigate the cumbersome and complex applications and help you or your loved one qualify for in-home or facility-based care coverage. In fact, we have never failed to obtain approval on an application we filed. 

We understand the challenges and potential pitfalls of the application process and are equipped to thoroughly review financial records, including bank statements, tax returns, investments, and real estate sales, to ensure that the application is accurate and successful. With our expertise, you can trust that you're in good hands and won't have to worry about the application causing irreparable harm. Let us help you get through the Medicaid MassHealth Long-Term Care Application process smoothly. 

Accredited by the U.S. Department of Veterans Affairs  

We have great respect for the veterans that have served our country. So much so, that we wanted to be able to assist veterans with their planning needs, even though veteran’s planning is different from planning for other people.  Attorney Monteforte  is accredited by the VA to assist veterans in the preparation, presentation, and prosecution of a claim for VA benefits. This accreditation process exists to ensure that Veterans and their family members receive appropriate representation on their VA benefits claims.  Accredited lawyers are in the best position to know the ins and outs of VA benefits planning. 

If you are a veteran or a spouse of a veteran, you have unique needs, and there are many potential VA benefits available. However, if you go to an estate planning lawyer that is not accredited by the VA, you risk potentially losing available benefits if the attorney doesn’t have the expertise to advise you properly. VA benefits have asset limits, very similar to Medicaid benefit limits, but there are subtle nuances to VA benefits that are very different than Medicaid. For example, a Veteran’s Asset Protection Trust could be used to make you eligible for benefits that would otherwise be denied. This Trust is different even from Medicaid Trusts, and if they are used properly, they can make you eligible for benefits that might otherwise be denied. 

If you hire an estate planner that isn’t accredited by the VA, you risk your benefits because the attorney just doesn’t know any better.  You earned those benefits by serving our country, and you deserve what you’ve earned. The bottom line is: Don’t risk it. If you are a veteran, hire an estate planner that is accredited with the VA. 

Our Streamlined Intake Process 

While we love to meet our clients face-to-face, we realize that it’s not always possible. For clients whose work or life schedules won’t allow them to come in, we off our Touchless Legal Services. The process allows us to complete your estate plan using technology and video. With everything from online intake forms to sending documents through our secure client portal, we strive to make the process as streamlined and hassle-free as possible.  

If you are able to come to the office in person, we would love to see you! But if not, our system allows for fewer in-person appointments means fewer trips to the office for you, less time consumed out of your day, and an easier, faster final result.  

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 stresses 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.


We believe in educating ourselves and our clients. We stay up to date on ever-changing laws and create free books and reports so our clients can stay up to date 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. 

Estate Planner For Life.

Your life and the law are constantly changing, and your plan has to change with it. We stay in constant contact with our clients to stay on top of changes in the law and in your life. 

Reach out to us to learn more about the Monteforte Law difference.

We aren’t like anybody else, and we don’t want to be. Estate planners have been doing it wrong for years. Don’t fall into the same trap as folks who have documents sitting in file cabinets in their house that are years and years old and have never been looked at since the day they were signed. We are different for a reason. We do it right.