The Truth About Estate Planning: Not All Law Firms Are Created Equal
In today’s world, trust can feel like a rare commodity, especially in the legal field. Many people searching for an estate planning attorney are overwhelmed, unsure where to turn, and skeptical about whether they’ll find someone who truly has their best interests at heart.
Typing “estate planning attorney near me” into Google might bring up hundreds of options, but how do you know which one to trust? How do you know they’ll prioritize your family, your assets, and your future?
Here’s the good news: when you come to Monteforte Law, you’ve found a law firm you can trust. Serving families across Massachusetts and New Hampshire, we’re committed to providing comprehensive estate planning services that put your needs first.
Why Trust is Essential When Choosing an Estate Planning Attorney
Estate planning isn’t just about signing documents - it’s about securing your legacy, protecting your family, and safeguarding the assets you’ve worked a lifetime to build. Whether you’re planning for retirement, your children’s future, or the long-term care of a loved one, the stakes are too high to entrust to just anyone.
At Monteforte Law, we know trust is earned through empathy, expertise, and results. That’s why we take the time to listen to your story before offering solutions, ensuring our recommendations align with your specific needs.
Without proper estate planning, families can face stress, costly legal battles, and even financial losses. Our proactive approach ensures your loved ones are protected, and your legacy is secure—no matter what.
Proven Track Record: 20+ Years of Service, 40+ Years of Experience
Attorney Michael Monteforte has been serving clients for over 20 years, with more than 40 years of combined experience among our attorneys. Unlike general practitioners who dabble in multiple areas of law, we focus exclusively on estate planning, elder law, and probate.
This depth of experience means we’ve seen it all, from simple wills to complex asset protection strategies. Our specialization allows us to anticipate challenges, craft personalized solutions, and guide our clients with confidence and clarity.
Thought Leadership: Teaching the Teachers
Monteforte Law isn’t just trusted by clients - we’re trusted by other attorneys. When legal professionals in Massachusetts and New Hampshire want to expand their knowledge of estate planning, they turn to us.
Michael Monteforte, the firm’s founder, frequently gives seminars to other attorneys, sharing cutting-edge strategies and best practices. When the other so-called experts don’t know the answer, we are the ones they call. Michael is also a published author of three books, including Planning Ahead, a comprehensive guide for families navigating the estate planning process. Now in its third edition, the book reflects Michael’s commitment to making this essential topic accessible and actionable.
When other attorneys look to Monteforte Law for guidance, you know you’re working with a true leader in the field.
Our Wealth Preservation Planning Process
At Monteforte Law, we go beyond traditional, death-focused estate planning. Instead, we focus on Wealth Preservation Planning. This proactive life-focused approach is about protecting your assets and creating a legacy you can enjoy during your lifetime and pass on to future generations.
Our Wealth Preservation System, a proprietary process, ensures every client receives personalized recommendations based on their unique needs and goals. This system simplifies complex planning strategies into actionable steps, making it easier for clients to take control of their financial future.
Our Easy Four-Step Process
At Monteforte Law, we understand estate planning can feel overwhelming. That’s why we’ve developed an exclusive four-step process that simplifies the journey and ensures you feel confident every step of the way:
- Learning Phase: Your journey begins by attending one of our seminars or webinars. Sit back, relax, have a snack, and let us teach you about estate planning basics and our Firm’s process.
- Discovery Phase: In your one-on-one Strategic Planning Session (SPS) you will sit down with one of our attorneys. In this meeting we take the time to fully understand your goals, assets, and family dynamics. If we are a good fit, we start to craft a personalized estate plan that reflects your needs, including trusts, wills, powers of attorney, and other essential documents. You will leave the meeting with your signing date already scheduled.
- Document Signing and Implementation: During this meeting, we guide you through the signing process and ensure you leave with a fully executed estate plan, including a custom estate planning binder.
- Ongoing Support with Three-Year Check-Ins: Unlike other firms, we don’t stop once the documents are signed. Our exclusive three-year check-in meetings allow us to review your estate plan, address changes in your family or the law, and ensure your plan evolves to meet your goals.
This structured yet personalized process ensures clarity, simplicity, and peace of mind for every client.
The Monteforte Law Difference
In an industry where estate planning can feel like a commodity, Monteforte Law stands apart. We believe trust isn’t just important—it’s everything. Here’s how we earn it:
- We listen first. Before offering any solutions, we take the time to fully understand your goals, concerns, and unique situation.
- We eliminate uncertainty. Our easy four-part process and three-year check-in meetings mean you’ll never be left wondering what’s next.
- We care about your story. Estate planning isn’t just about documents; it’s about your family, your legacy, and your peace of mind.
- We deliver results. From protecting your assets to simplifying Medicaid applications, our proven strategies speak for themselves.
- We focus on quality, not quantity. We work with clients who value thoughtful, customized solutions.
At Monteforte Law, we don’t just create plans—we create relationships built on trust, empathy, and long-term success.
Why “Estate Planning Attorney Near Me” Isn’t Enough
If you’ve ever searched Google for “estate planning attorney near me,” you know how overwhelming the results can be. But a search engine can’t tell you who will truly prioritize your needs or deliver the best results.
Monteforte Law doesn’t rely on gimmicks. Instead, we focus on building relationships, delivering exceptional service, and earning the trust of every client we serve. We have hundreds of Google reviews to back this up!
When people aren’t sure where to turn, they assume that all estate planning attorneys are the same, and start to shop based on price. There’s literally no worse mistake you can make when choosing your attorney. Instead of looking at price, look at value. How experienced is the attorney? Is the attorney a leader in the field? What kind of documents are you getting for your dollar? Will the documents save you money in the long run? (Hint, they should.) What else is included? Is there a process for keeping your documents up to date so that they don’t go stale? These are all important questions to ask.
Frequently Asked Questions About Estate Planning
What is the difference between Wealth Preservation Planning and traditional estate planning?
= Traditional estate planning often focuses on distributing assets after death, while Wealth Preservation Planning protects your assets during your lifetime and ensures they are passed on efficiently to future generations.
How often should I update my estate plan?
= We recommend reviewing your estate plan every three years or after major life events, such as a marriage, divorce, birth, or change in financial circumstances.
Why do I need an estate planning attorney instead of doing it myself?
= An experienced estate planning attorney ensures your plan is legally sound, customized to your needs, and capable of addressing complex issues like asset protection and tax planning.
Can Monteforte Law help with elder law and Medicaid planning?
= Yes! Monteforte Law specializes in elder law and can help you navigate Medicaid applications, protect assets, and plan for long-term care.
Does Monteforte Law serve clients outside of Massachusetts?
= Yes! In addition to Massachusetts, we proudly serve families in New Hampshire.
Monteforte Law: A Law Firm You Can Trust
Trust is hard to come by, but at Monteforte Law, it’s the cornerstone of everything we do. With decades of experience, a client-first philosophy, and a focus on Wealth Preservation Planning, we’ve built a firm that stands apart. We’re committed to educating our clients, simplifying complex legal concepts, and creating lifelong partnerships to ensure your plan evolves with you.
If you’re ready to secure your legacy and protect your assets, we’re here to help. Attend one of our educational seminars, or contact us at 978-487-5141 to learn more. Seats are limited - reserve yours before someone else does!
