Estate Planning Attorney in Woburn, MA | Wills, Trusts & Elder Law | Monteforte Law, P.C.
Woburn’s Local Estate Planning Firm | Right on Route 128 at TradeCenter | Call: (978) 657-7437

Estate Planning Attorney Right Here in Woburn, MA

No long drive. No unfamiliar office. Monteforte Law is based right here at 300 TradeCenter in Woburn — protecting the families and business owners of our community, every single day.

★★★★★ 4.9 Stars — 290+ Google Reviews
Michael Monteforte Jr., Estate Planning Attorney in Woburn, MA
Michael Monteforte, Jr. — Your Woburn Attorney

How Working With Us Works

From your very first call to your signed documents — here’s exactly what to expect.

1

Free Consult Call

Call or submit the form and Nicole Ott, our Lead Intake Coordinator, will reach out within one business day. This 15-minute call is free, no-pressure, and completely confidential. We’ll listen and determine how we can help.

2

Attorney Meeting

You’ll meet with one of our attorneys — in person at our Woburn office or via Zoom — to discuss your family, assets, and goals in depth. We ask questions most attorneys never think to ask. You’ll leave knowing exactly what your plan will look like.

3

We Build Your Plan

Our team drafts a comprehensive estate plan tailored to your specific situation. Every document is reviewed, explained in plain English, and revised until you’re completely satisfied. No templates. No shortcuts.

4

Protected for Life

Once signed and funded, you become a Monteforte Law client for life. As your family grows, assets change, and laws evolve, we update your plan to keep it current. We’re always just a phone call away.

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Woburn Office

We are based right here — 300 TradeCenter, Suite 6750

4.9 Stars | 290+ Reviews

Consistently top-rated by real clients on Google

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Free Consult Call

No cost, no pressure — just honest answers

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Full-Service Planning

Wills, trusts, elder law, MassHealth, and more

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Real Relationships

We are your estate planners for life — not just for today

No Long Drive. We’re Your Neighbor.

Our office is at 300 TradeCenter, Suite 6750 — in the heart of the Route 128 corridor. Easy to reach from I-93 and Route 128, with free parking right at the building. In-person or Zoom — your choice.

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Address
300 TradeCenter, Suite 6750
Woburn, MA 01801
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Office Hours
Mon – Fri: 9:00 AM – 5:00 PM
Evening & weekend appts. available
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Zoom Available
Full consultations & document reviews available remotely.
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Free Parking
Ample parking in the TradeCenter garage — right at the building.
📞 Call (978) 657-7437
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Your Estate Planners for Life™

When you become a Monteforte Law client, you gain a long-term relationship with an estate planning team that will be with you through every life stage — not just your first signature.

  • ✓  Marriage, divorce & blended families
  • ✓  New children & grandchildren
  • ✓  Business launches & exits
  • ✓  Inheritance & asset changes
  • ✓  Tax law updates affecting your plan
📅 Book a Free Call

Estate Planning for Every Woburn Family

Whether you’re protecting a family home, a retirement account, or a thriving business — we have the expertise to build your plan right.

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For Individuals & Families

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    Wills & Trusts — From simple wills to revocable and irrevocable trusts tailored to your family
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    Elder Law — Planning for aging, long-term care, and senior benefits
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    MassHealth Planning — Protect assets while qualifying for Medicaid
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    Wealth Preservation — Shield assets from taxes, creditors, and care costs
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    Special Needs Planning — Trusts that protect benefits for loved ones with disabilities
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    Legacy Planning — Multi-generational wealth transfer and charitable strategies
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For Business Owners

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    Business Succession — Plan who takes over and how, well before it’s needed
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    Buy-Sell Agreements — Protect your co-owners and your family simultaneously
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    Asset Protection — Separate business risk from personal and family assets
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    Key-Man Planning — Protect the business if something happens to you
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    Probate & Estates — Efficient settlement when the time comes
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    Family Business Transfer — Keep it in the family the right way

Woburn Families Trust Monteforte Law

Real words from real neighbors — 290+ five-star reviews and counting.

★★★★★

I cannot say enough good things about the team at Monteforte Law. I have driven past the TradeCenter a hundred times and never realized there was an estate planning firm of this caliber right in town. Nicole Ott made our first call so easy, and by the time we met with Mike Jr., we felt completely at ease. Our trust and healthcare proxies are done and I finally feel like our family is protected. Highly recommend to every Woburn family.

D.F.
David F. Woburn, MA
⭐ Google Review
★★★★★

My husband and I had been putting off estate planning for years. A coworker mentioned Monteforte Law was right here in Woburn, so we gave them a call. From the initial conversation with Nicole to the final signing appointment, every step was handled with professionalism and genuine care. They explained everything in plain English — no confusing legal jargon. We now have a full estate plan and total peace of mind. Worth every penny.

L.M.
Linda M. Woburn, MA
⭐ Google Review
★★★★★

As a business owner on the 128 corridor, I needed an attorney who understood both my personal estate and my business succession needs. Monteforte Law delivered on both counts. Mike walked me through a buy-sell agreement and updated my personal trust in the same process. The fact that they are five minutes from my office made scheduling incredibly convenient. I have already referred three colleagues. Exceptional firm.

R.S.
Robert S. Woburn, MA — Business Owner
⭐ Google Review

Ready to Protect Your Family?

It starts with one phone call — and it could not be easier when your estate planning firm is right here in Woburn. No commute, no waiting, just answers.

Book Your Free Consult Call (978) 657-7437
For Route 128 Business Owners

Woburn’s Business Owners Have Unique Estate Planning Needs — We Get That

The Route 128 and I-93 corridor running through Woburn is one of the most economically active stretches in Massachusetts. It is home to technology companies, manufacturing operations, professional service firms, and family-run businesses that have been pillars of this community for generations.

Owning a business changes everything about estate planning. Who takes over if something happens to you? What happens to your partners? How do you transfer ownership to the next generation without triggering unnecessary taxes? These questions demand answers — and they demand answers from attorneys who understand both the legal and business dimensions.

At Monteforte Law, we have helped dozens of Woburn-area business owners build succession plans that protect their employees, their families, and the businesses they have worked their entire lives to build. We are right here, just minutes away, ready to have that conversation.

Talk to an Attorney About Your Business →

What Woburn Business Owners Need to Have in Place

  • A comprehensive business succession plan that names the right people and the right process
  • A buy-sell agreement funded with life insurance to protect co-owners and heirs
  • Key-man life insurance planning reviewed by your estate planning attorney
  • A personal revocable trust that integrates with your business ownership interests
  • Updated beneficiary designations on all retirement and insurance accounts
  • A durable power of attorney that covers business decisions if you become incapacitated
  • A clear plan for how business assets are treated during probate — or how to avoid it entirely
  • Annual reviews to keep your plan current as your business grows and the law changes

Meet Your Woburn Neighbors at Monteforte Law

Seven dedicated professionals. One shared commitment: protecting Woburn families for life.

Michael Monteforte Jr., Attorney and CEO at Monteforte Law P.C.

Michael Monteforte, Jr.

Attorney & CEO

Catherine Joy, Attorney at Monteforte Law P.C.

Catherine Joy

Attorney

Nicole Rego, Vice President and Chief Strategy Officer at Monteforte Law P.C.

Nicole Rego

Vice President & Chief Strategy Officer

Alison Chung, Paralegal at Monteforte Law P.C.

Alison Chung

Paralegal

Michael Monteforte III, Legal Assistant at Monteforte Law P.C.

Michael Monteforte III

Legal Assistant

Kristin Hennessey, Client Services Coordinator at Monteforte Law P.C.

Kristin Hennessey

Client Services Coordinator

Let’s Talk — Your Free Consult Starts Here

The easiest first step is a free consultation call. You’ll connect with Nicole Ott, our Lead Intake Coordinator, who will listen to your situation, answer your initial questions, and get you scheduled with one of our attorneys. No pressure, no obligation — just a real conversation.

Nicole Ott, Lead Intake Coordinator at Monteforte Law P.C.
Nicole Ott — Your First Point of Contact Lead Intake Coordinator, Monteforte Law, P.C.
📍 300 TradeCenter, Suite 6750
Woburn, MA 01801
🕐 Monday – Friday, 9:00 AM – 5:00 PM
🚔 Just minutes away at 300 TradeCenter — easy parking, easy access right off Route 128.

See How Monteforte Law Works for Your Family

Watch a short message from Attorney Michael Monteforte, Jr. about why estate planning matters and how his team makes the process simple for Woburn families.

Woburn Residents Ask Us…

Honest answers to the questions we hear most from neighbors in Woburn and the surrounding area.

Is your Woburn office easy to get to and is there parking?

Yes — we are located at 300 TradeCenter, Suite 6750, right in the heart of Woburn’s Route 128 business corridor. The TradeCenter complex has ample free parking and is easily accessible from I-93 and Route 128. Whether you are coming from Woburn Center, Winchester, Burlington, or anywhere along the 128 belt, you will find us quick to reach. We are right in your backyard — that is the whole point.

Can I meet with an attorney in person at your Woburn office?

Absolutely. We welcome in-person appointments at our Woburn office and encourage them for clients who prefer a face-to-face conversation. We also offer phone and video consultations for those who prefer remote meetings. Whatever format makes you most comfortable, we will accommodate. Many of our Woburn clients appreciate the ability to simply drive a few minutes and sit down with us in person — no Zoom fatigue required.

Do you specifically serve Woburn residents, or is this just a regional office?

Woburn is our home base — not a satellite location or a branch office. Attorney Michael Monteforte, Jr. works here every day, and our entire team is rooted in this community. We are proud to call Woburn home, and we serve residents of Woburn, as well as neighboring towns including Winchester, Burlington, Reading, Stoneham, Wilmington, Billerica, and throughout the greater Middlesex County area. That said, Woburn clients hold a special place for us — you are quite literally our neighbors.

How long does the estate planning process take from start to finish?

The timeline depends on the complexity of your plan, but for most individuals and families, we can complete a comprehensive estate plan in four to six weeks from your initial consultation to the signing appointment. The process typically includes a free intake call, a planning meeting with an attorney, a document drafting and review phase, and a final signing. We move efficiently because we know your time is valuable — but we never rush the work that matters most to your family’s future.

What does a basic estate plan from Monteforte Law include?

At a minimum, a comprehensive basic estate plan typically includes a last will and testament, a durable power of attorney (for financial decisions), a healthcare proxy (for medical decisions), and a HIPAA authorization. Many clients also benefit from a revocable living trust, which can help avoid probate and provide additional control and flexibility. During your free consultation, we will assess your specific situation and recommend the documents that make the most sense for you — nothing more, nothing less.

We own a business in Woburn — can you help with both our personal and business planning?

Yes — this is one of our areas of particular strength. Business ownership adds a layer of complexity to personal estate planning, and we handle both together to ensure they are coordinated and comprehensive. We assist Woburn-area business owners with buy-sell agreements, business succession planning, key-man insurance reviews, and the integration of business interests into personal trusts and estate plans. If you own a business along the Route 128 or I-93 corridor, we strongly encourage you to schedule a consultation so we can review whether your current plans adequately protect both your business and your family.

Your Woburn Estate Planning Attorney Is Ready

Protecting your family does not have to mean a long drive or an impersonal experience. Monteforte Law is right here — at 300 TradeCenter, Suite 6750, Woburn, MA — and we are ready to be your estate planners for life. Start with a free call today.

Book Your Free Consultation Call (978) 657-7437
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