Cristin C. Lambros, LLC

  • Phone: 410-825-8550
  • Fax: 410-825-8554
  • Email Us
  • 8415 Bellona Lane Towson, MD 21204 Baltimore County View Map
Firm Info
  Cristin C Lambros
  Practice Areas
  Client Profiles
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  Estate Planning
  Estate Admin
  Resource Links
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Areas of Practice
  • Estate Planning
  • Wills
  • Estate Administration
  • Trust Administration
  • Estate and Gift Taxation
Steps in the Estate Planning Process

    1. Request information packet
    2. Return estate planning questionnaire
    3. Time for initial client conference set
    4. Initial client conference to discuss:
      1. minimizing federal estate taxes
      2. decision as to types of estate planning documents neede
      3. information necessary to complete drafts of documents
      4. immediate plans, if any, for vacation (or hospital visit)
    5. Payment of 1/2 of estate planning fee
    6. Client requests change of beneficiary forms for insurance and retirement plans
    7. Documents drafted (MINIMUM of 3 week time-frame)
    8. When you are ready to complete the process, PLEASE CALL TO SCHEDULE YOUR FOLLOW-UP APPOINTMENT
    9. Follow-up appointment, to include:
      1. explanation of provisions of documents
      2. careful review of document
      3. changes made to documents
      4. oversight of execution of documents
      5. discussion of where to keep originals
      6. advice regarding asset titling to effectuate estate plan
      7. payment of final 1/2 of fee
    10. Questions answered concerning financial institutions' requirements for re-titling assets and beneficiary changes
    11. Review your documents at least as often as every five years
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