Lambros Law Legacy Plan: Estate Plan Maintenance Program

The Importance of Estate Plan Maintenance

Life is constantly changing. With each new stage—whether it’s marriage, children, career changes, or retirement—new challenges and opportunities arise that require careful planning. At Lambros Law Office, we know that the best way to protect your loved ones and your life’s work is to keep your estate planning documents current.

To help clients navigate these changes, we offer the Legacy Plan, a membership program providing ongoing, individualized, and comprehensive estate planning services.

Ongoing Access and Communication

As a Legacy Plan member, you have direct access to our team. Our attorneys respond to calls and emails within 24 hours (except weekends and holidays) to provide guidance on estate planning matters—without worrying about hourly billing.

Regular Document Updates

Because laws and life circumstances change, estate plans require periodic review. Legacy Plan members receive:

• Annual meetings to review your estate plan
• One complimentary basic amendment to your documents per year

Asset Alignment and Trust Funding

We ensure all new assets are properly aligned with your trusts and provide annual reports showing how your assets are titled. Our team coordinates with your financial advisors to confirm trusts are funded and beneficiary designations are accurate. We also maintain updates to personal property instructions.

Educational and Social Opportunities

Members enjoy access to live and virtual workshops featuring experts in business, finance, insurance, law, medical, real estate, and tax fields. Family members and trusted advisors are welcome to attend.
Additional perks include exclusive invitations to charitable events and regular newsletters and blogs on estate planning topics.

Additional Features

• Cloud Access: 24/7 access to your estate planning documents through our secure client portal, including a healthcare identification card for medical professionals.
• Other Legal Matters: Referral to experienced attorneys in our strategic alliance for other legal needs.
• Team Collaboration: We act as your quarterback, coordinating with your financial, legal, and professional advisors to ensure the most effective estate plan for your family.

The Legacy Plan ensures that your estate planning remains current, comprehensive, and tailored to your needs—giving you peace of mind for the future.