I’m Nick Lambros. I’m an estate planning attorney, and I’m the owner of Lambrose Law Office based in Cranston, Rhode Island.

Our practice is very different from most attorneys. The experience clients will have is very different. For example, most attorneys, their relationship with their clients is purely transactional. That is, they’ll give them a stack of documents that the client probably doesn’t understand. The client signs them, they part ways and may never see each other again. Our experience will be very different. We wanna make sure that the estate plan is designed and customized to meet the client’s needs. That is to make sure that it follows their dreams, their goals, their concerns in life, and accomplishes everything that they want. And it should be as unique as the clients. We wanna have a lifelong relationship with the clients. We want to go beyond the transaction. I make sure that the clients understand in simple terms and basic English, what the documents are for and how they operate and how they work.

That’s critical. So the client understands what they’re doing. When we have a client contact us, we have an initial consultation, typically, virtually or in person. And that consultation will really be to determine if we’re gonna be a good fit for one another, whether the client will be a good fit for us, and whether there will be a good fit for that client. So that’s really important that we get to know each other and make sure that we can work with the client and they can work with us. Once we determine that we’re gonna be a good fit for one another, we will schedule a design meeting where we’ll meet with the client and design the appropriate plan for the client. Once that is done, it’s reviewed, the drafts are finalized, we’ll meet with the client, we’ll have a signing ceremony. At the signing ceremony, they’ll sign all the important documents for their estate plan.

And then once that is done, we move on to the next phase. We call it the funding phase, where we’re gonna move assets into the trust that we’ve created, and we’ll work again closely with the team of advisors that the client has to make sure that happens. That’s critical. That’s really important that we not only draft the appropriate documents, but we actually move the assets into the trust. So we wanna make sure that everything is lined up. And then in the future, we’ll work with the client to make sure all their additional assets or their new assets are properly placed inside the trust. And that really sets us apart from most attorneys and most law firms. So the best way to reach out to us is through our website, uh, lambros law llc.com. They can go to our website and they can book a call, book a consultation with us, or they can simply call our office, (401) 383-9899. We know that there’s so many events that happen during our lifetimes. Clients of Lambros Law know and appreciate that we’ll always be there to advise them and their families through the many paths that we travel in life.

Um, my name is Chandler Winchester. I’m a financial planner and registered investment advisor with Securian Advisors of New England. I’d have to say he, in this industry, what I’ve noticed is a lot of clients that I’ve come across that have done estate planning have set up trusts and unfortunately have not been taken into the next step of the process, which is to fund the trust. Nick has a proven system which once the client sets up the trust, he takes them through the next stages to make sure that all their assets are put into the trust for protection. Myself and Nick have had a great experience with, you know, offering educational seminars on long-term care insurance, estate planning, life insurance, and, um, you know, even like last year, which was really fun to do, we did a educational seminar for the Rhode Island Bar about long-term care insurance and its place in, uh, estate planning.

So I’ve really enjoyed working with Nick. The clients that I have referred to him have all been, you know, very pleased with the work that he does. He’s, uh, a genuine guy and, you know, he’s steeped in the community. He does a lot in the community as well. So, you know, my clients like him, he’s a very well-rounded professional.