Monteforte Law Makes It Easy with Our
4-Step Asset Protection Plan™
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Estate planning is one of the most important steps you can take to protect your family and your future. But we understand—it can feel overwhelming. That’s why Monteforte Law developed a proprietary system that breaks down the process into easy-to-follow steps, starting with something simple: attending one of our free and informative seminars.
Ready to begin? Let’s walk through the process together.
Step 1: Get Informed at Our Free Seminar
Before diving into estate planning, it’s important to understand what’s involved. That’s why our first step is attending one of our free seminars.
At our seminar, you'll learn the basics of estate planning in a relaxed and welcoming environment. We cover the essentials—like Wills, Trusts, and Powers of Attorney—and explain how Monteforte Law's Wealth Preservation System simplifies the entire process. Our goal is to help you feel informed, empowered, and ready to take action.
Why attend our seminar?
- Exclusive Price Breaks: Attendees receive a special $500 off on their estate plan when they schedule a Strategic Planning Session (SPS) at the seminar. Plus, bring a friend and receive an additional $150 off!
- Learn the Basics: You'll gain a solid understanding of estate planning and its importance.
- Ask Questions: Get your questions answered by our expert team, all in a relaxed group setting.
- Start the Process: Learn how easy it is to begin your estate planning journey with Monteforte Law.
Securing your future starts with understanding your options. Join our upcoming seminars to get all the information you need!
Step 2: Your Personalized Strategic Planning Session (SPS)
Once you’ve attended our seminar, the next step is to dive into your personalized planning. This begins with scheduling your Strategic Planning Session (SPS).
During your SPS, we use the Monteforte Law Wealth Preservation System, designed by attorney Mike Monteforte, to determine the best estate plan for your specific needs. This is where we get into the details of your situation and craft a plan that protects what matters most.
What to expect at your SPS:
- Personalized Planning: Your estate plan is tailored specifically for you and your family.
- Interactive Session: Ask questions, clarify your concerns, and make sure you’re comfortable with every step.
- Homework: You may be asked to gather some additional information to finalize your plan—don’t worry, we make it easy!
Step 3: Finalize Your Estate Plan by Signing Your Documents
Now that your estate plan is ready, it’s time to make it official. The final step is coming in to sign your documents and receive your completed estate plan.
At Monteforte Law, we make this process seamless. You’ll leave with a fully executed estate plan, organized neatly in a tabbed binder, so you have everything you need in one place. From the moment you sign, your plan is fully in effect, and your family is protected.
Step 4: Ongoing Protection with 3-Year Check-Ins
Estate planning isn’t something you do once and forget. As your life changes, so should your estate plan. That’s why Monteforte Law invites all our clients to come back every three years for a check-in, making sure your plan still meets your needs.
This ongoing review gives you peace of mind knowing that your plan will always be up to date. It’s part of our commitment to being your Estate Planner For Life™. Keep an eye out for reminders when your check-in is due, or contact us today here if you need to update your plan sooner
Monteforte Law is here to guide you through every step of the estate planning process. From attending a free seminar to signing your documents, we’ve made it easy and straightforward. You’ll feel confident knowing that your family and assets are protected for the future.
Take the First Step in Your Estate Planning Journey –
Click Here to Register for One of Our Seminars!
