Estate Plan Updates
Keep Your Estate Plan Current in Rhode Island & Massachusetts with our Legacy Plan Maintenance program
Your life isn’t static—and your estate plan shouldn’t be either. Marriage, children, a new home, business growth, retirement, or even a change in the law can all affect whether your existing estate plan still protects what matters most.
At Lambros Law Office, we help clients across Rhode Island and Massachusetts keep their plans up to date. Our Legacy Plan Maintenance program is designed to make estate planning a long-term relationship, not a one-time transaction.
What the Legacy Plan Maintenance Program Includes
Annual Plan Review
Once a year, we meet with you to review your plan in light of:
Life events (births, deaths, marriages, divorces)
Asset changes (purchases, sales, inheritance)
Legal updates in Rhode Island, Massachusetts, or at the federal level
We explain where updates may be needed and answer your questions.
Complimentary Document Amendments
Each year, we include one basic amendment to keep your plan aligned with your current wishes. If more complex changes are needed, we’ll walk you through the options and timelines.
Funding and Asset Alignment
A trust only works if it’s properly funded. We help:
- Confirm assets are titled correctly
- Review beneficiary designations
- Guide you or your financial advisor on updating accounts or deeds
This helps avoid probate surprises and ensures the plan works as intended.
Attorney Access Without Hourly Billing
Legacy Plan members can call or email us with questions throughout the year without worrying about hourly fees. If your spouse or adult children are involved in your plan, we’re happy to include them in conversations as well.
Educational Resources and Updates
We share estate planning tips, legal updates, and member-only webinars to help you stay informed. Many clients find these tools helpful for answering questions and educating family members about what to expect.
Why Estate Plan updates Matters
Why an estate plan matters is as important as when should you update an estate plan. An estate plan that’s out of date may fail in exactly the moment it’s needed. We’ve seen cases where:
A guardian named in a will moved away or was no longer the right fit
A trust was never updated to include new assets or beneficiaries
Outdated tax laws reduced the plan’s effectiveness
A healthcare directive named someone who had passed away
The Legacy Plan Maintenance program ensures that your estate plan grows with your life and remains legally valid, relevant, and ready to work when it’s needed.
Frequently asked questions
We recommend reviewing your plan at least once a year or whenever a major life change occurs. State and federal laws can also shift, so even if your personal situation is stable, your plan may still need adjustment.
No. Whether your plan includes a will, a trust, or both, it needs regular attention. The Legacy Plan Maintenance program is valuable for anyone who wants peace of mind knowing their plan stays current.
Each state has its own estate laws, especially when it comes to probate and tax thresholds. If you move, we’ll help you adjust your plan to remain compliant and effective in your new state.
Yes. Many clients appreciate having a trusted family member or advisor involved. We’re happy to include others you designate in meetings and communications.
That’s okay. The value of the program isn’t just in making changes—it’s in knowing your plan is reviewed regularly, remains up to date, and that help is just a call away.
I decided I wanted to make an impact in people’s lives, so I decided to practice estate planning law. Very important decisions have to be made by individuals during their lifetime to be proactive, to make decisions regarding their long-term care planning, their end of life decisions, where are they gonna leave their assets? How are they gonna leave their assets? So I felt estate planning really gave me the best opportunity to make that important difference in clients’ lives. Estate planning is more than just giving a client a stack of documents. We want to have an ongoing relationship with them so they feel comfortable calling us down the road. So building a strong relationship with our client is really crucial to what we do here. Our goal is to give our clients the peace of mind that they’ve made the right decisions, that they’ve been proactive in their planning.
Let’s Keep Your Plan Working
An outdated estate plan can cause real problems for the people you want to protect. With Legacy Plan Maintenance, you don’t have to worry about whether your plan still works—you’ll know.
Contact Lambros Law Office today to learn more about Legacy Plan Maintenance and how it can help you and your family protect your legacy with confidence.
