Becoming Our Client
Estate Planning Made Clear and Comfortable
Choosing an estate planning attorney is an important decision. You want someone who understands your goals, respects your concerns, and can translate your wishes into a plan that protects your family. At Lambros Law Office, we make the process clear, manageable, and personal. Whether you are creating your first plan or updating one you made years ago, our focus is helping you protect what matters most.
We combine legal experience with a practical, caring approach that makes clients feel supported from the first conversation to the final signing—and long after that.
Our Simple Framework
The Three P’s of Estate Planning
Estate planning does not have to feel overwhelming. We use a simple framework to help clients organize their thoughts and move through the process with confidence: People, Property, and Plans.
People
We begin by identifying the important people in your life. This may include your spouse or partner, children, grandchildren, parents, close relatives, dear friends, or even charitable organizations and pets.
This list becomes the foundation for everything else. Your choices about guardians, fiduciaries, trustees, beneficiaries, and decision-makers all come from understanding who matters most to you.
Property
Next, we take a broad look at what you own. You don’t need account numbers or detailed statements—just general categories and approximate values. Many clients find this step surprisingly simple and even clarifying.
Consider including:
Bank accounts
Investments and retirement accounts
Real estate
Life insurance
Business interests
Jointly owned assets
Personal property of significant value
Any expected inheritance
This overview helps us determine what type of estate plan will best support your goals.
Plans
Once we understand your people and your property, we talk through the choices that shape your estate plan. These include:
Who would make medical or financial decisions if you could not
Who would raise minor children if both parents passed away
How your assets should be divided
Whether avoiding probate is a priority
Whether tax planning is needed
Whether charitable gifts or legacy goals should be included
Whether anyone requires additional protection or oversight
Your answers to these questions guide us in designing a plan that reflects your values and gives you peace of mind.
What to Expect When Working With Us
We want clients to feel informed, respected, and supported. Our process is designed to make estate planning feel manageable and even empowering.
1. Initial Consultation
We talk about your goals, concerns, and what brought you to us. You’ll understand your options and the steps ahead.
2. Design and Document Preparation
We create a personalized estate plan based on the Three P’s. You’ll have a chance to review everything and ask questions.
3. Signing and Implementation
We guide you through signing your documents correctly so your plan is legally valid in Rhode Island or Massachusetts.
4. Trust Funding Support (if applicable)
If your plan includes a trust, we help ensure it works the way it should. Our trust specialist, Angela Arsenis, assists with transferring assets into the trust and coordinating with financial institutions.
5. Ongoing Relationship
Life changes, and your estate plan should change with it. We encourage periodic updates and are here whenever you need us.
Our firm is built on the Hellenic (Greek) values of family, integrity, and mutual respect. Clients often tell us they appreciate our combination of legal skill and genuine care.
Frequently asked questions
Yes. Each state has its own rules about probate, taxes, guardianship, and required documents. We are licensed in both states and design your plan to comply with the laws that apply to you. If you own property in both states, we can guide you on how to handle that as well.
Most clients complete their plan within a few weeks. The timeline depends on how quickly you provide information and how complex your plan is. We keep the process moving and communicate clearly at every step.
It depends on your goals. Many clients choose a trust to avoid probate, protect minor children, manage assets over time, or reduce taxes. Others feel comfortable with a will-based plan. We’ll help you understand the differences so you can make an informed choice.
Yes. Both states allow you to choose guardians in your will. We help parents make thoughtful decisions and include backup options when appropriate.
We regularly review and update existing estate plans. Many clients come to us with outdated documents that no longer reflect their wishes. We help you update your plan while preserving everything that still works well.
Most documents remain valid, but state laws vary. We can review your plan before or after you move to ensure everything still meets your needs.
What Our clients are saying
Speaker 1:
At Lambros Law Office, our clients will find attorneys that are dedicated to helping them with their estate plan. We also work closely with our clients, advisors, their financial planners, to have a team approach so that we’re all on the same page, and we really have created and designed the most appropriate and cost effective plan for our clients. Our mission is really to make sure that our clients’ assets are protected, to help them be proactive with their planning, but also to help clients when they’re going through a difficult time, when they haven’t done any planning. We’re there to help ’em do some crisis planning as well.
Speaker 2:
Today’s world is very complicated, difficult, and there are some people who put on a good facade, but are only out for their own personal gain, and Nick is the exact opposite of that.
when you are ready
If you’re thinking about estate planning, that’s already an important first step. We’re here to answer questions, offer guidance, and help you put the right protections in place for the people you care about.
Book your consultation whenever you’re ready. We look forward to meeting you and helping you build a plan that gives you clarity and peace of mind.
