Learn how to protect your family with an estate plan before it's too late. Start by attending one of our free estate planning and elder law seminars!
The Procrastinator's Estate Planning Workshop
Are you still procrastinating about getting your estate plan done? If so, YOU ARE NOT ALONE. Everyone does it. But the key is to take a stand. Not sure how? That’s where we come in.
Spend 60 minutes with Estate Planning and Elder Law Specialist Michael Monteforte, and walk away with a clear, easy‑to‑follow action map that turns “someday” into the very next step—without the overwhelm.
✨ Every registrant receives an advanced PDF of The Procrastinator’s Guide to Estate Planning ✨
You’re Not Alone - And You’re Not Behind
Nearly 70% of Americans admit they haven’t finished an estate plan, most often because it looks complicated. Life moves, calendars fill, and estate planning slips to “next month.”
This workshop removes the friction, answers the confusing parts in plain English, and hands you the simplest next step.
Why This Workshop Is Different:
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What You’ll Never Get |
What You’ll Get with Us |
|
Generic “death‑docs” lecture |
A plain-English roadmap, tailored for busy, moderate to high-net-worth families. |
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One‑and‑done talk |
Live Q&A plus the option to book a private Strategic Planning Session (SPS) and apply your bonuses. |
|
Standard family‑trust pitch |
A first look at the proprietary 20/20 Hindsight Trust™ lawsuit & divorce protection you won’t find elsewhere. |
WHAT YOU’LL LEARN IN 60 MINUTES:
• How to skip probate court - save your heirs months of delay and thousands in fees.
• Estate tax survival tactics that can shave six figures off a $1 M+ estate.
• The 20/20 Hindsight Trust™ “toggle switch” that shields assets only when protection is needed (lawsuit, divorce, nursing home spend down).
• Healthcare directives that speak for you if you can’t.
• 3-Year Check Ups for Life - how your plan always stays current.
Suit vs. Suit of Armor
A standard family trust is like a sharp business suit—it looks fine until a storm hits. Then you’re standing there soaking wet!
The 20/20 Hindsight Trust™ is a suit of armor:
- Guards inheritance in a child’s divorce.
- Blocks creditors & lawsuit judgments.
- Let’s you keep control while you’re alive.
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Bonus |
Value |
How to Claim |
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The Procrastinator’s Guide to Estate Planning (PDF + printed copy) |
$29 |
Delivered instantly after you register. |
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Waived Strategic Planning Session Fee |
$450 |
Book your private SPS within 24 hours of attending—pay $0. |
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$500 Workshop Credit toward any estate plan |
$500 |
Applied when you move forward after your SPS. |
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Bring-a-Friend Bonus |
$150 |
Your guest registers & attends—credit applied to you. |
About Michael Monteforte, Jr.:
Author of three estate-planning books, creator of the 4-Step Asset Protection Plan™, and the only attorney in New England offering the proprietary 20/20 Hindsight Trust™. Mike’s superpower: translating legal-speak into plain English, your family can act on immediately.
Workshop Details:
In-Person Address: Monteforte Law, PC. – 300 TradeCenter Dr., Suite 6750, Woburn, MA
- June 26, 2025 | 12:00 PM – 1:30 PM
- July 8, 2025 | 12:00 PM – 1:30 PM
- July 22, 2025 | 9:30 AM – 11:00 AM
Cost: Free (limited to 25 households)
This isn’t just another estate planning seminar. It’s a wake-up call. If you think that putting off your estate plan doesn’t matter, you’re wrong. This seminar will not only shock you into action but will empower you to take control, today, of what matters most. We’ve seen far too many families fall apart when no plan is in place. You don’t have to let that happen.
FREQUENTLY ASKED QUESTIONS
Do I finish my estate plan at the workshop?
A// No. The session gives you clarity and a personalized action map. Your actual documents are crafted in a private Strategic Planning Session—which is free for workshop attendees.
I already have a will—should I attend?
A// Yes. Most wills miss key protections against estate taxes, lawsuits, or long‑term‑care costs. We’ll show you straightforward upgrades.
What if I’m traveling?
A// Choose the live‑stream option or request our 14‑day replay link when you register.
Is there a sales pitch?
A// Zero pressure. We’ll offer the next step; you decide when—or if—you take it.
⏰ READY TO STOP PROCRASTINATING?
Seats disappear fast - secure yours and grab your free guide now!
Retirement Planning for Different Life Stages
Join us for an exclusive seminar designed to provide you with the critical insights you need to plan your retirement through various life stages. Whether you're just starting to save or nearing retirement, this event will help you create a strategy that works for your unique needs. We’ll also cover essential topics like identity theft and cybersecurity, with a special presentation by Tom McNamara, Regional Vice President at Eagle Life and our event sponsor. You'll hear from a top team of market analysts, strategists, and estate planners - all ready to help you protect your future.
What You'll Learn:
- Understanding the Markets: How economic conditions affect your retirement.
- Income Planning: Strategies for ensuring a steady income during retirement.
- Cybersecurity & Identity Theft Protection: How to safeguard your financial information and prevent fraud
- Estate Planning: Learn how to protect your wealth and provide for your loved ones.
- Additional Insights: Gain tips on tax planning, asset management, and more.
Event Details:
- Date: August 7th, 2025
- Time: 06:00 PM – 08:00 PM
- Location: Seasons 52 Restaurant, 6 Wayside Rd, Burlington, MA 01803
Featuring Expert Speakers:
- Ryan McSheffrey, President/Financial Consultant, Mill City Financial Partners
- Michael Monteforte, CEO & Managing Attorney, Monteforte Law, P.C.
- Tom McNamara, Regional Vice President, Eagle Life
Why Attend?
- Complimentary Food & Drinks: Enjoy free food and drinks while learning valuable financial insights.
- Interactive Q&A: Engage with experts to have your questions answered in real time.
- Valuable Networking: Meet others who share your retirement planning goals.
Secure Your Spot Today! This event is completely free, but spots are limited. Don’t miss out on the opportunity to learn how to secure your financial future.