About Monthie Law Firm

We are a New York Law Firm with over 30 years of experience. As Attorneys and Certified Financial Planners (CFP(r)), we help clients attain their goals in the areas of Legacy and Estate Planning, Probate & Tax, as well Comprehensive Financial Planning.

Legal Disclaimer: This website is for informational purposes only. Contacting Monthie Law Firm through this site does not create an attorney-client relationship. Please do not send any confidential information until an attorney-client relationship has been established.

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Client Testimonials

Client

★★★★★

I can't recommend Phillip Monthie highly enough! He's not only an exceptional lawyer but also incredibly knowledgeable when it comes to financial matters. From the very first meeting, he was personable, professional, and genuinely easy to work with. He took the time to explain everything clearly, made sure I understood all my options, and was always quick to respond to my questions. It's rare to find someone who combines deep expertise with such a friendly and approachable manner. If you're looking for someone you can truly trust with both legal and finances, Phillip is the one!

Client

★★★★★

I've been working with the team at Monthie for many years. They have supported me and my family in all aspects of financial management. This includes portfolio management, tax accounting, execution of family law, and estate planning. They are always very responsive, thoughtful, and considerate. Their expertise gives me confidence in my financial decisions, and I would recommend them highly.

Client

★★★★★

My family has been working with Phil and his father, Steve, for decades. It feels great to work with someone trustworthy who communicates clearly, and is always around for any question I may have. When we settled my father's estate, I left my stock management with Phil and I have watched it grow and grow over the last year and a half--it is very exciting! I also asked Phil to draft a will for me recently, and a Health Care Proxy form. He was knowledgeable and efficient. I could not recommend Monthie Law Firm more!

Client

★★★★★

Philip Monthie was the best lawyer we have ever had the pleasure working with. He was very professional and could explain legal terms to us so that we felt very informed and confident that our goals were met. We especially loved the examples he used to describe scenarios that applied to the documents we were setting in place. We highly recommend this firm to handle your future estate needs.

Client

★★★★★

The Monthie Law Firm is wonderful to work with! Both Phillip and Stephen are very responsive, professional and thoughtful in their feedback when providing answers to questions and working through tax planning strategies. We are thankful to continue working with them as our new business gets off the ground, as well!

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