Cristin C. Lambros, LLC
  • Phone: 410-825-8550
  • Fax: 410-825-8554
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    • 8415 Bellona Lane Towson, MD 21204 Baltimore County View Map
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Areas of Practice
  • Estate Planning
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Packet


All items open as PDF documents, except where indicated. Please complete the Asset Questionnaire and the Document Information Questionnaire before your initial meeting with Cristin.

1. Estate Planning Concepts
PDF document | HTML: click here

2. Estate Planning Memorandum
PDF document | HTML: click here

3. Information to Bring to Meeting
PDF document | HTML: click here

4. Asset Questionnaire
PDF document

5.Document Information Questionnaire
PDF document

6. Steps in the Estate Planning Process
PDF document | HTML: click here

7. Funding Memorandum
PDF document | HTML: click here

8. Federal Estate Tax Chart
PDF document

9. MD Estate Tax Chart
PDF document

 
 
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