fbpx

The Burch Law Promise Checklist

If you're going to do this, you need to do it RIGHT! But what does that mean? First, DIY kits and forms, or those reduced fee legal programs are often not valid and only end up costing more in money, time, and heartache for your family. You need a qualified law firm to put together your estate plan! But how do you know if you've picked the right one? If you have no experience when it comes to how Wills, Trusts, Powers of Attorney, and other estate matters get handled WHEN THE TIME COMES, then the EASIEST way to decide is, well, cost. So long as it sounds like they get the job done, right? Sadly, even law firms make things much more expensive and time consuming when it's time to actually use the planning documents they create! Sure, they may be "cheap" or easy to create, set up, and sign, but how can you be sure they'll stand up when it matters most?

The Burch Law Promise is that we guarantee our estate plans work! Below is a checklist of what to look for when choosing an Estate Planning Law Firm.

What to Look for in an Estate Planning Firm

How Burch Law Measures Up

  • What percent of their practice is focused on estate planning? (This should be at least 50%.)

  • Focus on Estate Planning

    Burch Law’s cases are 80% estate planning.

  • Do they also handle probate cases or estate administration? (If they don’t know how these documents get interpreted by courts and financial institutions when you pass away, then they shouldn’t be drafting them.)

  • Probate & Estate Administration Experience

    Burch Law has decades of experience handling probate and administration cases all over Texas.

  • Will they guide you on arranging bank accounts and designating beneficiaries for life insurance, retirement, and investments?

  • Guidance on Financial Accounts & Beneficiaries

    Because they way your bank accounts and beneficiaries are set up override what your Will or Trust state, it’s crucial to ensure they coordinate with your plan. Burch Law offers comprehensive guidance.

  • Will they help you get your documents signed properly so they work?

  • Assistance with Document Signing

    It is crucial that Wills, Trusts, and Powers of Attorney are signed in accordance with Texas law or else they won’t work! Burch Law provides in-house notaries and witnesses or can assist with remote signings.

  • Do they provide you with originals and electronic copies of your signed documents?

  • Provision of Original & Electronic Documents

    Burch Law provides both original and digital copies via a client portal.

  • Do they have a succession plan in case of the owner's death, sale, or retirement, ensuring continuity for updates and family needs?

  • Succession Plan for Firm’s Continuity

    Burch Law has multiple attorneys and emergency plans for ongoing client support.

  • How do they charge if you want to update your plan?

  • Charges for Plan Updates

    Burch Law offers a yearly subscription, The C.Y.A. Plan - Cover Your Assets, that includes discounts or complimentary updates.

  • Do they provide periodic reviews of your plan to make sure it is still in line with your wishes and any changes in the law?

  • Periodic Plan Reviews

    The C.Y.A. Plan includes various membership levels from yearly to quarterly plan reviews. Visit thecyaplan.com for details.

  • Do they have expertise in advising on asset protection and business interests for business or rental property owners?

  • Expertise in Asset Protection & Business Coordination

    Burch Law has experts for business law, rental property protection, and integrating business interests with estate plans.

  • Will they draft and ensure the filing/recording of deeds, such as for a revocable living trust?

  • Filing of Deeds for Trusts & Real Estate

    Burch Law ensures proper drafting and recording of deeds in Texas, with connections for out-of-state properties.

  • Do they have a mission statement that shares their values and what makes them different?

What to Look for in an Estate Planning Firm

  • What percent of their practice is focused on estate planning? (This should be at least 50%.)

  • Do they also handle probate cases or estate administration? (If they don’t know how these documents get interpreted by courts and financial institutions when you pass away, then they shouldn’t be drafting them.)

  • Will they guide you on arranging bank accounts and designating beneficiaries for life insurance, retirement, and investments?

  • Will they help you get your documents signed properly so they work?

  • Do they provide you with originals and electronic copies of your signed documents?

  • Do they have a succession plan in case of the owner's death, sale, or retirement, ensuring continuity for updates and family needs?

  • How do they charge if you want to update your plan?

  • Do they provide periodic reviews of your plan to make sure it is still in line with your wishes and any changes in the law?

  • Do they have expertise in advising on asset protection and business interests for business or rental property owners?

  • Will they draft and ensure the filing/recording of deeds, such as for a revocable living trust?

  • Do they have a mission statement that shares their values and what makes them different?

How Burch Law Measures Up

  • Focus on Estate Planning

    Burch Law’s cases are 80% estate planning.

  • Probate & Estate Administration Experience

    Burch Law has decades of experience handling probate and administration cases all over Texas.

  • Guidance on Financial Accounts & Beneficiaries

    Because they way your bank accounts and beneficiaries are set up override what your Will or Trust state, it’s crucial to ensure they coordinate with your plan. Burch Law offers comprehensive guidance.

  • Assistance with Document Signing

    It is crucial that Wills, Trusts, and Powers of Attorney are signed in accordance with Texas law or else they won’t work! Burch Law provides in-house notaries and witnesses or can assist with remote signings.

  • Provision of Original & Electronic Documents

    Burch Law provides both original and digital copies via a client portal.

  • Succession Plan for Firm’s Continuity

    Burch Law has multiple attorneys and emergency plans for ongoing client support.

  • Charges for Plan Updates

    Burch Law offers a yearly subscription, The C.Y.A. Plan - Cover Your Assets, that includes discounts or complimentary updates.

  • Periodic Plan Reviews

    The C.Y.A. Plan includes various membership levels from yearly to quarterly plan reviews. Visit thecyaplan.com for details.

  • Expertise in Asset Protection & Business Coordination

    Burch Law has experts for business law, rental property protection, and integrating business interests with estate plans.

  • Filing of Deeds for Trusts & Real Estate

    Burch Law ensures proper drafting and recording of deeds in Texas, with connections for out-of-state properties.

Burch Law
Scroll to Top