Learn how to protect your family with an estate plan before it's too late! 


        If Something Happened Tomorrow… Would You Be Leaving a Mess for Your Family? 

You’ve been meaning to get your estate plan done, but life keeps getting in the way. Without a proper plan, Massachusetts could take a huge bite (OVER 160K) out of your life savings. Your family could be stuck in probate court, drowning in legal fees, or worse - fighting each other because nothing was clear. 

That is why we are providing a complimentary workshop designed to fix that in just 60 minutes. You will learn about estate planning in plain English - a roadmap tailored for busy, moderate to high-net-worth families. No legal jargon, no pressure, just real steps to secure your family's future. 

In this session, you’ll discover: 

  • Estate planning tactics that could save six figures and protect your savings from taxes, lawsuits, and nursing home costs. 
  • How to avoid probate court (and months of stress for your family)
  • Next steps to get your personalized estate plan started 

Bonuses Just for Attending (Over $1,000 in Value): 

  • $500 off your custom estate plan
  • Strategic Planning Session fee waived ($450 value) 
  • Bring a friend and get an additional $150 off your plan 
  • The Procrastinator’s Guide to Estate Planning ($29 value) 


1) The Procrastinator's Estate Planning Workshop Dates: 

  • July 8, 2025 | 12:00 – 1:30 PM
  • July 22, 2025 | 9:30 – 11:00 AM 
  • August 5, 2025 | 9:30 – 11:00 AM

Address: 300 Tradecenter Dr, Suite 6750, Woburn, MA 01801


2) Retirement Planning for Different Life Stages 

  • August 7th, 2025 | 6:00 – 8:00 PM 

Address: Seasons 52 Restaurant, 6 Wayside Rd, Burlington, MA 01803

Featuring Expert Speakers:

  • Ryan McSheffrey, President/Financial Consultant, Mill City Financial Partners
  • Tom McNamara, Regional Vice President, Eagle Life

Meet Your Instructor 

Michael Monteforte Jr. is the founder of Monteforte Law, author of 3 estate planning books, and creator of the 4-Step Asset Protection Plan™. He’s the only attorney in Massachusetts offering the 20/20 Hindsight Trust™, and he’s known for turning complex legal issues into clear, actionable solutions that protect families, preserve wealth, and avoid costly court battles.


FAQs 

1. Do I finish my plan at the workshop? 

A// No, but you’ll leave with clarity and a custom action plan. Your actual documents are created later in your free Strategic Planning Session. 

2. I already have a will, should I still come? 

A// Yes. Most wills miss major protections. We’ll show you what to add (and what to fix). 

3. Can I attend remotely? 

A// Yes! You can attend a live webinar, or call us at 978-487-5219, and we can send you a link to a recorded version to watch on your own time.

READY TO STOP PROCRASTINATING?  Seats disappear fast - secure yours and grab your free guide now! 

Fill Out the Form Below to RSVP