These documents are for new clients who need to provide information for their estate planning documents.
| File Type | File Name | Description |
|---|---|---|
 |
Welcome Letter and Intro to Lorie Burch's Practice | All Clients: Please print out this document. Read it. Bring it to your first meeting. |
|
Single Preliminary Worksheet | Single Clients: Please complete this worksheet and bring it to your first meeting |
|
Married Preliminary Worksheet | Married Clients: Please complete this worksheet and bring it to your first meeting. |
|
Partner Preliminary Worksheet | Unmarried or Same-Sex Married Clients: If you are in a partnership or same-sex marriage, please complete this worksheet and bring it to your first meeting. |
These documents are for clients who have already completed the finalization and signing of their estate planning documents.
| File Type | File Name | Description |
|---|---|---|
| Letter to Executors Agents | This letter may be downloaded and edited to provide your executors, agents, trustees, guardians, etc., notice that your have selected them for those roles and to inform them of the location of your documents. | |
| The CYA Organizer | You may use this document to record essential information and to specify who should receive certain personal items upon your death. | |
|
Closing Letter | This is the electronic version of the letter provided to you at the signing of your Will. This letter addresses some frequently asked questions and serves as a general resource for clients once their documents are finalized. |