Our Strategic Planning Session is the initial step to get any of your work done with us!
Scroll to the bottom for more information on how to schedule your Strategic Planning Session.
During your Strategic Planning Session,
At Monteforte Law, we take the time to get to know you and your specific situation, no matter how simple or complicated. All of our clients are unique and have different needs. Our attorneys are here to listen to you during your Strategic Planning Session. Bring all the questions you might have! We will answer them for you and make the best recommendations based on your meeting. Our attorneys explain everything thoroughly and in plain English. Depending on what is going on in your life, you will learn about obstacles that may get in your way. We make sure to protect you and your family and never leave important information from you during your session.
The SPS Difference
Our Strategic Planning Session is much different from the so-called free consultations that other law firms try to sell you on. To ensure, no time is wasted in the meeting, all of your basic information is provided to us ahead of time via our secure encrypted online intake forms. This form asks you basic questions that way our attorney can review it and start thinking of recommendations all before you even stepped in the door! You can fill out this form online, or we can mail you a hardcopy. Your Strategic Planning Session is where we get to know you. Our attorney will use the meeting to determine the appropriate recommendations to make for your situation and your family. Those recommendations are then provided to you in writing, with all flat-rate pricing provided as well. No surprises. We can’t say the same for most attorneys.
Have existing documents in your back pocket that may need some review?
Also included with your session is the attorney's review of any existing estate planning documents that you have! You will provide those documents to us ahead of time so the attorney can review them before your meeting. Then, during your session, the attorney will be ready to talk about the pros and cons of those documents. When you schedule your appointment with us, we will also provide you with detailed information and written materials that are very helpful. These materials will be mailed to you, at no cost, prior to your session so you are able to take your time and read more about our firm and our process.
Our Custom Documents
Our estate plans are customized specifically to you and your family. We do not offer canned solutions where each client walks away with the same thing. Our packages are designed to accommodate your family, your finances, and your specific goals. Whether your goals are to minimize taxes, to pass wealth down to the next generation, or to protect your home from long-term care costs, our documents are custom-tailored to you. No two families are the same, and no two estate plans are the same. We thrive on finding solutions to accomplish your goals.
- Our Strategic Planning Session is a 1-hour meeting with our attorney.
- The fee for this meeting is $299.
- The cost is credited toward any work you hire us for within 90 days of your session.
- Within 1-2 weeks after your session, you will receive a package with recommendations that we personally create for you that best fit your needs.
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.
Introducing Touchless Legal Services!
We are now offering all of our legal services, from start to finish, using video conferencing. You can get all the legal help you need, without ever having to come into the office! This service is available to you at no extra cost but provides the extra safety you may be looking for.
Want to come into the office? No problem!
For those who prefer the face to face interaction, we have new safety procedures to accomplish that.