Michael Monteforte Jr.

Michael Monteforte Jr.

also known as Monteforte Law P.C.

4.9
Rating: 8.3

Licensed for 24 years

Estate planning Lawyer at Woburn, MA
Practice Areas: Estate Planning, Elder Law, Wills & Living Wills, Trusts

300 TradeCenter, Suite 5640, Woburn, MA

About Michael

Biography

Practice Areas

4

Practice Areas

Elder Law 25%

Estate Planning and Elder law is a very challenging and specialized field. The rules are constantly changing, making the laws even more difficult to navigate. Legal advice and legal documents have to change with the times and based on statutory updates, so continuing education is a must. Even with the educational requirements, creating effective estate plans hinges on one’s ability to think critically, be imaginative, and problem-solve.

24 years

25%
Estate Planning 25%

No one likes to think about their own death and how their family will cope with the loss, but unless you do, you risk adding to their heartbreak by leaving them a mess to clean up. Our motto is Family. legacy. Security. Let us help you.

24 years

25%
Trusts 25%

24 years

25%

Fees and Rates

Cost

Retainer

Always


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in New Hampshire for 5 years

State: New Hampshire

Acquired: 2021

Active

No misconduct found

Licensed in New York for 11 years

State: New York

Acquired: 2014

Currently Registered

No misconduct found

Licensed in Massachusetts for 24 years

State: Massachusetts

Acquired: 2002

Active

No misconduct found

Location

Monteforte Law, P.C.

300 TradeCenter, Suite 5640, Woburn, MA, 01801

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Michael Monteforte Jr.'s Reviews

Avvo Review Score

4.9 /5.0

42 Client Reviews

Showing 1 - 5 of 11 reviews | Wills & Living Wills

Posted by Michele | April 25, 2024 | Hired Attorney | Wills & Living Wills

Client for 4 years

Unfortunately I am disappointed after 4 years of having a trust will and other estate planning documents. . They were great to work with as the office was smaller. Now they are too big and very corporate like structure. Their new policies and procedures are a bit unfair in my opinion. They want tot...al payment up front and not willing to do half to start work and other half once documents are completed. I find this unfair as I need to protect myself as well. Their prices have also risen a lot since the corporate structure. This will be the last time I utilize this office for my estate planning needs. I couldn’t afford to have all I wanted done because I have to pay upfront.

Michael Monteforte

Replied last April 26, 2024

Thank you for your feedback and for your commitment to our firm over the last four years. We're sorry to hear about your concerns and welcome the opportunity to address them. We do offer a payment option that allows for 50% upfront with the remaining 50% due within 30 days. We implemented this policy after facing challenges with collecting final payments post-document completion, which unfortunately necessitated a change to ensure the sustainability of our services. While our prices have increased to reflect the market and the expertise of our dedicated team, we remain committed to providing value and competitive rates. Our firm, with over 50 years of combined experience and consisting of three attorneys and skilled support staff, delivers a personalized and expert estate planning services, not a corporate-like environment. We understand and respect that our approach may not suit everyone. If there's anything more we can assist you with or if you have further questions, please do not hesitate to contact us.

Posted by James | January 28, 2020 | Hired Attorney | Wills & Living Wills

Will

I was referred to Michael Monteforte by a friend because I did not have a will and needed one within 2 days. do to a medical emergency. Michael emailed me the documents and made time to see me The next day . I don’t think any other attorney would have made the time and put my mind at ease with a da...ys notice I am very thankful for his help with this matter And I highly recommend him to help with your future planning.

Michael Monteforte

Replied last January 28, 2020

James, thank you for taking the time to write a review. Thank you very much for the kind words!!

Posted by anonymous | July 31, 2019 | Hired Attorney | Wills & Living Wills

Our Estate Plan

Michael is very thorough, professional, and easy to work with. He got our wills, trust documents, and health care proxies done under a very short time deadline.

Posted by Gail | May 15, 2019 | Hired Attorney | Wills & Living Wills

Friendly, knowledgeable service!

Michael Monteforte is the consummate professional, all while making you feel like you are at a friend's house. He answered all of our questions and calmed our concerns, and spent as much time with us as we needed. If you are in need of creating a Will or a POA/HCP, we would highly recommend Michae...l Monteforte. He runs a professional law firm with a small town feel.

Posted by Lillian | April 05, 2019 | Hired Attorney | Wills & Living Wills

Highly professional

Mike drew up my last will and testament. He is highly professional and extremely knowledgeable in elder law and estate planning. He was clear and concise and made some great suggestions.

Michael Monteforte

Replied last April 05, 2019

Thank You!

See All Client Reviews

Michael Monteforte Jr.'s Lawyer Endorsements

Endorse Michael
Edward Lynn Littlejohn Jr. headshot
Edward Littlejohn

Estate planning lawyer | Sep 24

Relationship: Fellow lawyer in community

"To say, "I endorse Michael" is an understatement. Mike is an excellent lawyer and our go-to Attorney for questions related to Estate Planning and Elder Care in Massachusetts. He always goes above and above by provide an enormous amount of free resources and seminars for folks to make well-informed decisions."

Jonathan L Katz headshot
Jonathan Katz

Estate planning lawyer | Oct 27

Relationship: Fellow lawyer in community

"Michael is a highly experienced and knowledgeable attorney who understands the importance of following his clients' wishes for establishing and protecting their estates and helping their heirs. I recommend his services."

Matthew T. Desrochers headshot
Matthew Desrochers

Real estate lawyer | Oct 22

Relationship: Worked for lawyer

"I endorse this lawyer. Mike and his team are excellent. The are very responsive and accommodating. I recently had a transaction that was difficult and he made it work. So I would endorse Mike and his team for sure."

Neil Patrick Crowley headshot
Neil Crowley

Estate planning lawyer | Oct 22

Relationship: Fellow lawyer in community

"Mike is an easy attorney to work with and is always up to date with the ever changing rules surrounding estate planning. When dealing with succession planning and preserving assets accumulated over a lifetime, it is important to choose an expert. Attorney Monteforte is that authority."

Steven Joseph Brooks headshot
Steven Brooks

Estate planning lawyer | Oct 22

Relationship: Fellow lawyer in community

"Mike Monteforte is always thinking of the best ways to serve his clients, from keeping up on the important changes to tax laws to giving out free guides and books to regular folks who have questions about the process. As an experienced Boston attorney, I know that my clients are in excellent hands when they hire Mike for their estate planning or elder law needs. He actually wrote the book on it!"

Danielle H. Hitchcock headshot
Danielle Hitchcock

Real estate lawyer | Feb 28

Relationship: Fellow lawyer in community

"I work with Attorney Monteforte on a regular basis and would not hesitate to recommend him for any real estate or estate planning needs. Mike's knowledge, attention to detail and ability to put all his clients at ease is unsurpassed. Mike remains available to his clients long after a transaction has closed and I have received nothing but excellent feedback from everyone he works with."

Steven A. Grant headshot
Steven Grant

Estate planning lawyer | Mar 04

Relationship: Fellow lawyer in community

"One of the sharpest lawyers I know, Mike is my go-to guy when I have a client who needs a will or who has some estate planning needs. I cannot give a higher endorsement to a lawyer, and I recommend him without reservation."

Stephanie Caponigro headshot
Stephanie Caponigro

Estate planning lawyer | Feb 15

Relationship: Fellow lawyer in community

"I have had the pleasure of working with Michael as a fellow attorney as well as being his client. He is not only pleasant to work with, but highly knowledgeable about real estate and estate planning matters. Michael cares about his clients and shows great pride in his work."

Ryan Bailey headshot
Ryan Bailey

Estate planning lawyer | Feb 09

Relationship: Fellow lawyer in community

"I've known Attorney Monteforte for several years now and have worked with him on a variety of matters. Mike is a knowledgeable, congenial and diligent lawyer and I'm happy to give him my endorsement."

View All Endorsements
Edward Lynn Littlejohn Jr. headshot
Edward Littlejohn

Estate planning lawyer

Nathaniel Hall Amendola headshot
Nathaniel Amendola

Litigation lawyer

Jonathan L Katz headshot
Jonathan Katz

Litigation lawyer

Steven Joseph Brooks headshot
Steven Brooks

Real estate lawyer

Jonathan D. Messinger headshot
Jonathan Messinger

Probate lawyer

Steven A. Grant headshot
Steven Grant

Real estate lawyer

Experience

Rating:  8.3 (Excellent)

Honors

2019

#1 Choice in Wilmington, Reader's Choice Awards, Wicked Local

2019

Regional Gold Award, Reader's Choice Awards, Wicked Local

2019

A+ Rating, Better Business Bureau

2018

#1 Choice in Wilmington, Reader's Choice Awards, Wicked Local

2018

Regional Silver Award, Reader's Choice Awards, Wicked Local

2017

Regional Favorite Attorney, Readers Choice Awards

2015

Certificate in Trust & Estate Planning, Foundation for Continuing Education

2008

Cambridge Who's Who, Who's Who Legal

Work Experience

2006 - Present

Attorney/Owner, Monteforte Law P.C.

2002 - 2006

Associate General Counsel, Law Office of Capano & DeJoie

Associations

2017 - Present

National Academy of Elder Law Attorneys

Member

2015 - Present

Real Estate Bar Association for Massachusetts

Member

2015 - Present

American Bar Association

Member

2014 - Present

New York State Bar Association

Member

2011 - Present

United States Tax Court

Admitted to Practice

2011 - Present

LLS light the Night Walk

Team Walker and Donator

2006 - Present

United States District Court for the District of Massachusetts

Admitted to Practice

2001 - Present

Massachusetts Bar Association

Member

2006 - 2013

Lynn Housing Authority

Section 8 Hearing Officer

Sample of Legal Cases

world famous music group v. marketing company

Arbitration award of damages.

Small Business v. world-wide energy company

damages settlement to my client

See More Legal Cases

Education

2001

Suffolk University Law School

JD - Juris Doctor

1998

Salem State College

BA - Bachelor of Arts

Speaking Engagements

2019

Wilmington Senior Center Estate Planning and Elder Law Seminar Estate Planning and Elder Law

2019

Elder Law and Estate Planning Seminar Estate Planning & Elder Law

2015

Quarterly Seminar

Estate Planning Seminar

2012

Lynn Housing Authority First Time Buyer Seminar

Lynn Housing Authority First Time Buyer Seminar

Publications

2019

Monteforte Law Wealth Education Series There Documents You Shouldn't Live, or Die, Without

2019

Monteforte Law Wealth Education Series The Secrets to Paying for Long Term Care

2019

Monteforte Law Wealth Education Series The Number One Strategy for Avoiding Estate Taxes

2019

Word Association Press Planning Ahead

2016

2016

Blog Post - On Advice of Counsel Part 2- Celeb Estate Planning Blunders

2013

On Advice of Counsel – The Law in Plain English Blog Post - Juveniles being tried as Adults

Languages

English

Activity

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