Are you a financial planner, life insurance broker, accountant, attorney*, or professional looking to offer more value to your clients in Massachusetts or New Hampshire? Monteforte Law, P.C. can enhance your service offering with expert estate planning, long-term care planning, business succession, and probate.

*For attorneys, we pay referral fees – get a check for doing nothing other than directing your clients to us!

What's in it for you?

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 4-Step Asset Protection Plan requires fewer in-person appointments, which means fewer trips to the office for your clients, less time consumed out of their day, and an easier, faster final result. What else do you get?

Financial Benefits

  • Referral Fees: Attorneys will earn competitive referral fees when your clients engage in our services.
  • Flat-Rate Pricing: Transparent, flat-rate pricing ensures no unexpected costs, making it easier for your clients to proceed.

Strengthen Client Relationships

  • Enhanced Client Trust: By referring your clients to a reputable law firm, you reinforce their trust in your services. We also offer free estate planning and elder law seminars to inform your clients about the importance of estate planning.
  • Client Satisfaction: Ensure your clients receive top-tier legal advice, enhancing their overall satisfaction with your service.
  • Avoid potential Malpractice Claims: By referring clients to us for estate planning, it’s very hard for them to blame you later on if they spend all of their money!

Reciprocal Referral Network

  • Receive our Referral newsletter: You will receive our referral welcome kit and will start receiving our informational and entertaining monthly referral newsletter
  • Expand Your Client Base: Join our exclusive referral network and receive reciprocal referrals for matters outside our practice areas.
  • Professional Growth: Build lasting relationships with a firm committed to mutual success and professional development.

Benefits for Your Clients

  • Expert Legal Care: Your clients will receive personalized and expert legal solutions tailored to their unique needs.
  • Seamless Process: Our streamlined 4-Step process ensures minimal disruption to your client's busy schedules, with live updates and open communication.

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. 

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 and/or approval of the MassHealth Medicaid Application.
Step 3: We will answer any questions you have during the estate planning process.
Step 4: Referral fees are paid out to referring lawyers when their clients sign their documents.

When should you refer a case to Monteforte Law?

Here's a list of when it's imperative that your clients do their estate plans:

  • You have a client who received more than $1 million in a settlement or verdict
  • You have clients who are recently divorced
  • You have business owner clients considering succession planning or facing retirement
  • You have clients acquiring or disposing of significant real estate properties
  • You have clients receiving substantial severance packages or stock options
  • You have clients facing incarceration
  • You have clients who recently inherited substantial assets
  • You have clients emerging from bankruptcy with a fresh financial start

We specialize in the following cases:

Testimonials from our esteemed partners:

Ready to Elevate Your Client Service?  

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Please call our office at 978-494-5036 to be added to our referral list. You will  receive our referral welcome kit and will start receiving our informational and  entertaining monthly referral newsletter. You can also fill out our form  below to start the referral process now.

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 we are happy to refer those cases to you! 

 

Start the Referral Process Now

If you have a client who needs assistance with estate planning and elder law matters in Massachusetts, attorney Michael Monteforte, Jr. can help. Fill out the contact form below or call our office directly at 978-657-7437 to discuss your possible referral.