If you are a financial planner, accountant, attorney, or another professional whose clients need help with estate planning or elder law matters in Massachusetts or New Hampshire, Monteforte Law, P.C. welcomes your referral.
Why Refer to Monteforte Law, P.C.?
When you work with Monteforte Law, P.C. you will have access to years of experience and specialized knowledge. We guarantee tailor-made, targeted solutions that will fit your client's specific needs. Our streamlined process requires fewer in-person appointments, which means fewer trips to the office for your clients, less time consumed out of thier day, and an easier, faster final result. At Monteforte Law, P.C., all pricing is given up-front, at flat rates, with no surprise billing, which guarantees your clients peace of mind. We also make everything easy for your clients by offering in-person appointments as well as video appointments. We also offer free estate planning and elder law seminars to help inform your clients on the importance of estate planning.
We are proud when trusted advisors like yourself refer clients to us for estate planning needs. We have used our Wealth Preservation System to make estate planning as stress-free as possible, and ensure our clients have peace of mind.
When a professional like yourself refers a client to us for help, we value that referral and strive to deliver high-quality service that is worthy of your recommendation. Furthermore, we'll do what we can to strengthen the relationship between you and your client. With their authorization, we will communicate with you and work together for the benefit of the client.
Monteforte Law, P.C. consistently exhibits a partnered approach when handling a referral. This means that no matter the level of involvement you wish to maintain, we extend an open line of communication throughout the case so that you may request updates, ask questions, or express any additional concerns. We also make you the hero of the transaction!
The Monteforte Law, P.C. Referral Partner Communication System
Step 1: Notice of when the client's first session with us is and how it went.
Step 2: Notice of the date of your client's signing of documents and/or approval of the MassHealth Medicaid Application.
Step 3: Live updates during the estate planning process, so referring partners know exactly what is going on with their clients.
Step 4: Referral fees are paid out when law allows, when referring partner's clients decide to move forward with our services.
We put our focus on making sure that any clients that are referred to us receive VIP treatment. After all, your referral to us is an act of trust.
Case Types to Refer to Monteforte Law, P.C.
Each referral has its own unique requirements. Whether you need additional experience for a specific case type; are unsure about local law pertaining to a case; lack the required state licensing; or simply need additional legal resources, Monteforte Law, P.C. can offer assistance for a variety of estate planning and elder law matters, including but not limited to:
In addition to ensuring the client is happy, we will pay referral fees to you, where allowed by the law, just for your referral! For each client that moves forward with our services, once the retainer is signed and paid, Monteforte Law, P.C. is delighted to send you a referral fee if allowed by the law.
In addition to the referral fee, Monteforte Law, P.C. will add you to our exclusive referral network under your practice area. We are always getting calls about matters we do not handle, and those who refer to us we are happy to refer back to!
To learn more about our referral program and the benefits it offers, please call our office at 978-657-7437 or email any questions to [email protected]. If you'd like to send us a referral, feel free to call or email our office as well!