Our estate planning team approach
Estate Planning Resources for Financial Professionals
Our Team Approach
At Lambros Law Office LLC, we partner with other professional advisors—including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors—as part of the estate planning team.
We believe a collaborative, team-based approach provides clients with the most comprehensive and effective estate plan. Below is an overview of our process and the resources available for our mutual clients.
Are you a financial professional with clients in need of estate planning?
INITIAL CALL
We begin with a complimentary 15-minute phone or video call to determine your client’s planning needs and goals. If it’s a good fit, we schedule an Estate Planning
ESTATE PLANNING MEETING
Before the meeting, we provide your client with a questionnaire (to be returned three days in advance) and a meeting agenda. During the meeting, your client will:
- Learn about our firm, philosophies, and values
- Share their personal goals and concerns
- Review different levels of estate planning
If both sides agree to move forward, the client will select the planning option best suited to their family.
DESIGN OF THE PLAN
At the close of the Estate Planning Meeting, we begin designing the estate plan based on the selected planning level.
DRAFTS
Within approximately two weeks, your client will receive draft documents to review. They will have the opportunity to ask questions and request revisions.
SIGNING CEREMONY
Once finalized, we hold a Signing Ceremony to execute the documents formally.
TRUST FUNDING (ALIGNMENT PHASE)
After signing, we assist with asset alignment to ensure property and accounts are properly titled or designated in accordance with the new estate plan.
BINDER DELIVERY
When trust funding is complete, we meet again to deliver your client’s estate planning binder.
CLIENT CARE PROGRAM
Your client will be invited to join our Legacy Client Care Program, an exclusive membership that provides ongoing, individualized support and peace of mind.
YOUR APPROACH
Every professional organization works differently. We are happy to adapt to your process—or blend our methods with yours. Our priority is always the client, and we value the opportunity to serve them in a team environment.
More Estate Planning Resources
- Client Education
Please visit our Blog for an online library of articles on issues related to estate planning. We have posted several articles suitable for client education. - Joint Marketing
We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a “Client Appreciation Event.” - Facebook
We post helpful estate planning resources and informational content on our law firm’s Facebook Page. You can follow us on Facebook to stay up-to-date with estate planning news, as well as upcoming events hosted by Lambros Law Office LLC.