Estate Planning Attorney in Wakefield, MA
Monteforte Law, P.C. helps Wakefield families protect what they’ve built — with estate plans that actually work, not just documents that collect dust. Attorney Michael Monteforte, Jr. grew up in Wakefield and graduated from Wakefield High School. This community isn’t a service area — it’s home.
Wakefield Native • Attorney & CEO
“I grew up in Wakefield. I went to Wakefield High School. When I help a family here, I’m not just their attorney — I’m someone who genuinely cares about this town.”
— Michael Monteforte, Jr., Attorney & CEOWhy Wakefield Families Choose Monteforte Law
Estate planning isn’t a one-time task — and not every attorney treats it that way. Here’s what makes us different.
Wakefield Is Home
Attorney Monteforte grew up in Wakefield and graduated from Wakefield High School. Serving families here is personal — and that means every plan we build for a Wakefield family gets our full attention.
Plans That Go Beyond the Paper
A will is a starting point, not a finish line. We build comprehensive strategies — including wealth preservation, long-term care planning, and trust structures — that hold up when your family needs them most.
Your Estate Planners for Life™
We don’t disappear after you sign. As your family grows and the law changes, we’re here to make sure your plan stays current. One relationship, for life — not a one-time transaction.
Specialists Only
Estate planning and elder law is all we do. No family law, no real estate closings on the side. Wakefield families get the focused depth that comes from a firm that does one thing — and does it exceptionally well.
Estate Planning Services for Wakefield Families
Comprehensive strategies — not just documents — for Massachusetts families who want real protection.
Wills & Trusts
Estate Planning
Special Needs Planning
Elder Law & Long-Term Care
MassHealth Applications
Wealth Preservation
Probate & Estates
Family Legacy Planning
What Our Clients Say
Massachusetts families — including those right here in the Wakefield area — who wanted more than a basic plan and got it.
“Monteforte Law didn’t just hand us a will — they walked us through a complete strategy for protecting everything we’ve built. It was a completely different experience than we expected.”
“We came in thinking we needed a simple trust. They helped us see the full picture — wealth preservation, long-term care, and legacy. Thorough, professional, and worth every penny.”
“We’ve worked with Monteforte Law for years and they’ve always been responsive and thorough. I wouldn’t trust anyone else with our estate plan.”
High Net Worth Estate Planning for Wakefield Families
If your estate is worth $2 million or more, the stakes are significantly higher — and so is the cost of an incomplete plan.
Massachusetts imposes an estate tax starting at just $2 million — one of the lowest thresholds in the country. Without proper planning, an estate valued at $4 million or more can face tax liabilities running into the hundreds of thousands of dollars. This is avoidable with the right strategy in place.
Our Proprietary Wealth Preservation Approach
Every high net worth client goes through our Monteforte Law Wealth Preservation System™ — a structured process Attorney Michael Monteforte, Jr. created to evaluate your full financial picture, identify exposure, and build a strategy that protects what you’ve spent a lifetime building. We don’t just prepare documents. We prepare you for life.
20/20 Hindsight Trust™
A proprietary trust designed to protect your home, reduce Massachusetts estate tax exposure, and shield assets from long-term care costs — before a crisis forces your hand. You won’t find this anywhere else.
Retirement Protection Trust
Preserve your retirement assets for your heirs while minimizing tax exposure and protecting against the devastating cost of long-term care. Built for Wakefield families who’ve worked hard to save.
Massachusetts Estate Tax Planning
We use advanced strategies — irrevocable trusts, gifting programs, and asset repositioning — to legally reduce or eliminate Massachusetts estate tax liability for families at or above the $2 million threshold.
Long-Term Care Asset Protection
We proactively position assets before a care crisis hits — so you can qualify for MassHealth benefits in the future without spending your life savings on nursing home costs first.
Wakefield families trust Monteforte Law — and a free 15-minute consult call is all it takes to get started.
Meet the Team Behind Your Plan
Real people, dedicated to protecting Wakefield families and communities across Massachusetts.
Michael Monteforte, Jr.
Attorney & CEO
Catherine Joy
Attorney
Nicole Rego
Vice President & Chief Strategy Officer
Nicole Ott
Lead Intake Coordinator
Alison Chung
Paralegal
Michael Monteforte III
Legal Assistant
Kristin Hennessey
Client Services CoordinatorWakefield Families: Let’s Protect What You’ve Built
Book a free consult call with our intake coordinator. It takes just a few minutes — and it’s the first step toward an estate plan that actually works for your family.
Why Book a Consult Call?
A quick call with Nicole, our Lead Intake Coordinator, lets us understand your situation before your first meeting — so your consultation with our attorneys is focused, efficient, and valuable from minute one.
No pressure, no commitment — just a conversation.
We’ll ask a few questions so we’re prepared for your needs.
Our Lead Intake Coordinator — friendly, knowledgeable, and ready to help.
Prefer to call instead?
📞 (978) 657-7437300 TradeCenter, Suite 6750
Woburn, MA 01801
By booking a call you consent to being contacted by Monteforte Law, P.C. No attorney-client relationship is formed until a retainer is signed. All information is confidential.
Questions from Wakefield Families
Straight answers to what Wakefield families ask us most.
Does Attorney Monteforte really have ties to Wakefield?
He does. Attorney Monteforte grew up in Wakefield and graduated from Wakefield High School. This isn’t a marketing claim — it’s a genuine connection to the community. He understands the town, the families here, and what’s worth protecting.
Where is your office? Do I have to drive far?
Our office is at 300 TradeCenter, Suite 6750 in Woburn — just a short drive from Wakefield. We also offer Zoom consultations for clients who prefer to meet remotely, so the choice is yours.
What’s the difference between a will and a trust for a Wakefield family?
A will directs where your assets go after you pass, but it goes through Massachusetts probate — which is public, time-consuming, and costly. A trust transfers assets directly to your beneficiaries without probate. Many Wakefield families benefit from having both. We’ll explain exactly which tools make sense for your specific situation.
My parents are aging and I’m worried about nursing home costs. Can you help?
Yes — this is one of the most important reasons to call now rather than later. MassHealth planning and long-term care strategies need to be put in place before a crisis hits. The earlier we plan, the more we can protect. We’ll walk you through your options on the consult call.
How is Monteforte Law different from other estate planning firms?
We focus exclusively on estate planning and elder law — no generalist work. We use flat-fee pricing so you always know what things cost. And we stay with you as a client for life, updating your plan as your family and the law changes. Most firms hand you documents and move on. We don’t.
What happens on the free consult call?
You’ll speak with Nicole Ott, our Lead Intake Coordinator. She’ll ask a few questions about your family, your assets, and your goals — so that when you meet with an attorney, that conversation is focused and productive from the first minute. It takes about 15 minutes and there’s no obligation.
Wakefield Families: Don’t Wait for a Crisis to Start Planning.
The best time to protect your family is before something goes wrong. A free 15-minute call is all it takes to understand where you stand — and what it would take to build a plan that actually holds up.
Free & no obligation. No attorney-client relationship is formed until a retainer is signed.