Lambros Law Office LLC

Rhode Island Estate Planning Law Firm - Serving Cranston & the Surrounding Areas


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 review and revision of your existing estate plan:

Family Changes

  • Birth/Adoption
  • Marriage/Divorce
  • Family Members with new Special Needs

Life Changes

  • Health Issues
  • Retirement
  • Family Business
  • Philanthropic Interests

Proper Funding of Your Trusts

Tax Law Changes

New Estate Strategies

Estate Planning Law Changes

Wealth Changes

  • Buy/Sell Real Estate
  • Retirement Account Value Change
  • Receipt of Inheritance
  • New Retirement Account
  • Purchase of Life Insurance
  • Performance of Portfolio Investments

MEMBERSHIP FEATURES

Attorney Access, Annual Review & Family Meetings

    Annual Meeting to Review Estate Plan (1 hour)
    Annual Meeting with Your Financial Advisor and Accountant (1 hour)
    Annual Family Meeting (1 hour)
    Assistance with Transferring New Assets to Your Living Trust
    Maintain and Update Your Personal Property Instructions
    Alerts on Changes in Laws Related to Your Estate Plan
    Changes and Amendments to Your Existing Estate Documents Once Per Year
    Estate Plan Binder for Fiduciaries/Beneficiaries (1 additional)

Secure Document Storage

Secure Storage of Original Documents at Firm Storage Facility
Access to Yourefolio for Easy Document and Information Storage
(Premium Membership Only)
DocuBank Wallet Card for Emergency Doctor Access to Medical Directives
(Premium Membership Only)

Discounted Legal Fees

New Estate Planning Documents Receive a 25% Discount from Price Schedule

Estate Planning Education

Estate Planning Newsletter
Invitation to Annual Members’ Event

DOCUBANK

DocuBank is for those seeking to avoid the distressing guesswork that can occur under emergency hospitalization. By including this feature in your purchase, you will be provided with a DocuBank card. In emergency situations, this will give loved ones or hospital staff instant access to your important information. This includes documents such as Health Care Powers of Attorney and Living Wills, and information such as medical conditions, allergies, and emergency contacts.

YOUR eFOLIO

For more comprehensive document storage, Yourefolio is second to none. By including this feature in you purchase, you will be given unlimited cloud storage space for all of your essential life documents. This includes not only your Estate Plan documents, but also any documents that are important to you, legal or otherwise. You will be able to share this important documentation with family and financial advisors, applying customizable limitations to each individual and giving easy access to those who need it most. Additionally, you will be provided with easily digestible summaries of your Estate Plan components, allowing you to ensure that your finalized Estate Plan aligns with your wishes.



Download the PDF version of the Legacy Plan HERE.