Wills, Trusts, and Estate Planning

We help you find a plan.

No one likes to think about their own death and how their family will cope with the loss, but unless you do, you risk adding to their heartbreak by leaving them an inheritance mess to clean up. With careful thought and professional planning, you can give your family the gift of a smooth transition of property and assets after you are gone. Our attorneys draw on their experience and knowledge of Massachusetts inheritance law to help clients find the plan that will fulfill their wishes for the loved ones they leave behind.

Which Estate Planning Tools Will You Need?

Depending on the size of your estate and your wishes for distributing it after you are gone, you will have several options to consider. If you do not already have a Last Will & Testament, you risk leaving your loved ones with substantial hardships when dealing with your assets. Even if you have taken care to leave instructions about how money or property should go to your loved ones after you are gone, the process for reaching that property is much more difficult if there is no Will to consult. The Commonwealth of Massachusetts has very specific rules regarding “who gets what” if you die without a Will, and the new Massachusetts Uniform Probate Code (MUPC) has imposed even greater restrictions if there is no Will. Having a proper and up-to-date Will ensures that what you leave behind goes where you want it to. You can’t take it with you, but you can direct where it goes once you’re gone.

A Trust is a useful tool for holding real estate, money, or other property. Trusts can also be used to keep certain property out of reach from liability or to possibly keep property out of the probate process. Trusts are versatile vehicles for accomplishing several goals. We will provide you with legal advice on various types of Trusts, and the ways they can benefit you.

Why Trust Monteforte Law, P.C. With Your Estate Plan?

You have a lot of options when it comes to writing an estate plan, but we think you will be disappointed in many of them. Yes, there are free documents available online, but how do you know if an internet Will is legally binding? Who is there to answer your questions about designating beneficiaries or naming guardians for minor children? Unfortunately, when you use free internet documents, you get what you pay for.

Your Monteforte Estate Plan Will Be Uniquely Yours

The biggest problem with free or cheap estate planning forms is that they are one-size-fits-all, which is a true misnomer when it comes to these documents. At Monteforte Law, P.C., we create custom documents for every client so that your individual needs are met. Every family is unique, and every client has requests that are specific to his or her own situation. The only way to honor your wishes is to create a custom plan for you.

As a modern law firm, we fully embrace the use of technology to streamline the estate planning process. We know you are busy and that taking care of your estate plan often gets moved to the back burner as you go about the business of living life. However, with our custom online forms and the use of email communication, you can complete your forms on your timeline, not ours. You can work on them day or night, at home, or at work—whatever fits best into your life.

Don’t Put Off Calling Us Any Longer

It is time to bite the bullet and give us a call. You will be surprised at how painless our process is and how much better you will feel after getting it done. Fill out the form on this page or call us to set up a meeting. There is no better time to plan for the future than now!

To schedule your Strategic Planning Session, please call our office at 

978-657-7437, or go here to schedule online!

Please note: You will receive a wider range of availability if you schedule by phone.