An Estate Planning Law Firm
Protecting What's Important
Lambros Law Legacy Plan: Estate Plan Maintenance Program
Serving the Providence & Cranston, RI Areas
Why is estate plan maintenance important? Well, one certainty of life is that life is consistently changing. With each new life stage and transition, there are new adventures, new challenges, and new items to plan for. In these changing stages of life, Lambros Law Office knows that the best way to protect what’s important – your loved ones and your life’s work – is to keep your estate planning documents up to date. To accomplish this type of continuing planning, we are pleased to present the Legacy Plan, a membership program that provides the ongoing, individualized, and comprehensive services that you need and deserve.
ONGOING ACCESS AND COMMUNICATION TO TEAM MEMBERS
As a member of the care program, you will be receive reasonable access to our team members and you will receive a response by telephone or e-mail within 24 hours (except holidays and weekends). Our team members stand on-call for you to serve your needs. You will have an attorney help you make informed decisions regarding your ongoing estate planning needs, without being concerned about being billed by the minute or hour.
ESTATE PLANNING DOCUMENTS UPDATED
Because life changes and laws change, documents should be reviewed on a regular basis and updated as needed. As part of your membership, we will make basic amendments to your estate plan documents at no charge once per year. In order to determine any need for updates to your plan, you are entitled to an annual meeting with our team to review your estate plan.
ASSET ALIGNMENT AND TRUST FUNDING
We provide ongoing assistance to make sure that all newly acquired assets are properly aligned with your trust. In addition to these ongoing services, we will have provide you with an annual report showing how title to your assets is being held. We will work directly with your financial advisors to make sure that your trusts are properly funded and your beneficiary designations are correct.
Furthermore, we will ensure that any of your updates to personal property instructions are maintained.
CLIENT EDUCATIONAL AND SOCIAL OPPORTUNITIES
We host live and virtual workshops on estate planning and other topics with speakers from the business, financial, insurance, legal, medical, real estate, and tax professions. We encourage your family members and your trusted advisors to attend our events as well.
In addition, members of the Legacy Plan, will receive exclusive invitations to charitable events hosted by Lambros Law Office LLC. We also provide eNewsletters and blogs on important estate planning topics.
In the event of changes to relevant estate planning laws, you will be notified and we will work to bring your plan into compliance.
AND MORE FEATURES
- Cloud Access to Estate Planning Documents – Complimentary subscription to our client portal with 24/7 access to your important documents. You also will receive a healthcare identification card so that your medical professionals will have access to your health care documents and medication lists 24/7.
- Other Legal Matters – If you have another type of legal matter, we will connect you with an experienced attorney from our strategic alliance of attorneys to provide you with the legal advice and representation that you may need.
- Team Work – We will work as your quarterback, collaborating with your other trusted professional advisors, to make sure that you have the best possible estate plan for you and your family.
With Estate Planning, our goal is to help our clients and their families protect their hard-earned assets and leave a legacy for generations to come. Our team of experienced, knowledgeable and caring attorneys, paralegals and support staff are devoted to providing you with the individualized and comprehensive service you need and deserve.
Events that may require estate plan maintenance, either a review or revision of your existing estate plan:
- Family Members with new Special Needs
- Health Issues
- Family Business
- Philanthropic Interests
Proper Funding of Your Trusts
Tax Law Changes
New Estate Strategies
Estate Planning Law Changes
- Buy/Sell Real Estate
- Retirement Account Value Change
- Receipt of Inheritance
- New Retirement Account
- Purchase of Life Insurance
- Performance of Portfolio Investments