We want to speak with you.
Please select the meeting below that best suits your needs.
Estate Planning
Initial Estate Planning Consultation
This is a 30-minute meeting by Zoom or phone to discuss the most pressing questions you have about estate planning and the strategies that best suit you and your family.
Ongoing Matter Consultation
Please use this option to pick a time for your 30-minute Zoom meeting for an Ongoing Matter Consultation. This is for existing clients with open matters with Monterosso Law.
Estate Plan - Review and Finalization
Please pick a date and time to review and make any final changes to your Estate Plan prior to signing. This is a 60-minute Zoom meeting.
Estate Plan - Document Signing
Please pick a date and time to sign your documents in person with Nick. Please arrange to have two witnesses present, neither of whom is related to you or employed by you. This is a 60-minute meeting.
Business Planning
Initial Business Planning and Transactions Consultation
This is a 30-minute meeting by Zoom or phone to discuss the your business’s legal needs and any upcoming sales or purchases of businesses.
Ongoing Matter Consultation
Please use this option to pick a time for your 30-minute Zoom meeting for an Ongoing Matter Consultation. This is for existing clients with open matters with Monterosso Law.
Fiduciary Representation
Initial Fiduciary Representation Consultation
If you are a bank, trust company, or individual fiduciary, and you’re looking for expert outside counsel, select this meeting. We will discuss your administration issues and plan out the next steps.
Ongoing Matter Consultation
Please use this option to pick a time for your 30-minute Zoom meeting for an Ongoing Matter Consultation. This is for existing clients with open matters with Monterosso Law.
Networking & Referral Partners
Let’s meet
If you want to meet to discuss how your company and Monterosso Law can mutually serve clients, please use the link below.