ORIGINAL TRADITIONAL VALUE-BASED PLAN VERSUS THE C.Y.A. PLAN
While the Burch Law Traditional Plan is essential, the additional benefits of The C.Y.A. Plan provide the next level of value and service, assisting you in achieving the goals that you set when you thought you just needed a Will or Trust. While all (*) services in the chart below are available for a fee, you can reap the benefits of all listed through The C.Y.A. Plan.
What our clients are saying
The C.Y.A. plan is about doing everything you can to make things as easy and simple as possible at a critical time when your loved ones need it most by allowing Burch Law to take much of the burden by doing a lot of the heavy lifting for you and providing a way to help get you organized.
Lori Burch, Attorney & Founder
Lorie Burch took one of the scariest things I had to do and turned it into a pleasant experience. I would have continued to put off creating a will if I hadn’t met Lorie and saw how easy the process could be.
Jeff - Plano, Tx
Before I met with Lorie I had no idea of how complex the laws are regarding wills and probates. However, Lorie made something complex simple because she breaks things down into easy to understand language. She knew how to ask the right questions to assure that the will she crafted was what I wanted to benefit me and my love ones. One of the things I most appreciate about Lorie is how accessible she was and continues to be. If you think all lawyers are the same, as I once did, and you don’t know who you can trust to do the ‘right thing’, give Lorie a call. You’ll be pleasantly surprised!
Rodger – Dallas, Texas
Lorie has the ability to turn what may be thought of as a dismal task into an effortless and methodical exercise in responsibility. No one in our community should be caught without taking advantage of her services.
Mike & Wade – Dallas, Texas
The C.Y.A. plan is about doing everything you can to make things as easy and simple as possible at a critical time when your loved ones need it most by allowing Burch Law to take much of the burden by doing a lot of the heavy lifting for you and providing a way to help get you organized.
- Lori Burch, Attorney & Founder
WATCH THESE VIDEOS TO LEARN MORE
ORIGINAL TRADITIONAL VALUE-BASED PLAN VERSUS THE C.Y.A. PLAN
| Traditional Plan | The C.Y.A. Plan | |
|---|---|---|
| Strategy session with an experienced estate planning attorney In office signing appointment with notary and witnesses provided by firm | ||
| Written instructions and checklist for how to designate beneficiaries and set up financial accounts | ||
| General guidance and recommendation to determine the best way to set up accounts and beneficiaries | ||
| Drafts provided within 5 business days (Traditional Plan 14) | ||
| Up to three draft reviews with an attorney (Traditional Plan 1 Review) | ||
| Priority signing appointment within 5 business days after drafts are approved by you | ||
| One on one review of assets and debts portfolio to help determine the best way to set up accounts and beneficiaries | ||
| Complimentary meeting with your financial advisor, insurance agent, or CPA | ||
| Complimentary calls or communication with financial institutions to assist with how your accounts or beneficiaries are set up | ||
| First priority appointments: if you have a question for an attorney, we will get back to you within 48 hours | ||
| Complimentary family meeting to discuss your plan | ||
| Access to the CYA Organizer (formerly the Will Memorandum) online app at no charge | ||
| Quarterly check-ins to see if you have questions or need assistance with your planning | ||
| Unlimited assistance with changing and updating beneficiaries on your assets to ensure they coordinate with your plan | ||
| Reduced rate for changes to documents after signing | ||
| Yearly checklist of any life changes | ||
| Complimentary “essentials package for young adults” (medical power of attorney, HIPAA medical record release, and financial power of attorney for children that are over 18) | ||
| Invitation to exclusive client updates and appreciation events (virtual and in person) | ||
| Complimentary meeting with spouse, family, or loved ones once you pass | ||
| For business owners: complimentary review with one of our attorneys | ||
| If you have a revocable living trust: will do deed work if a mortgage company requires your home to be out of your trust for refinancing or home equity loans (filings fees not included) | ||
| If you have a revocable living trust: assistance with refiling homestead exemption if clerk mistakenly removes (occasionally happens) | ||
| If you have a revocable living trust: will contact home and/or car insurance for home and/or car in trust name | ||
| If you have a revocable living trust: Will locate and assist with attorneys in other states where you have real estate |