VIP Client Circle

Refer Family & Loved Ones and Earn Rewards

Join the VIP Client Circle

Fill Out the Form

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Receive Referral Link

Start
Referring

Earn
Points

VIPCC

Name(Required)

Disclaimer: Your referrals must live in Texas.

Earn Rewards

Burch Merch

Redeem your Pegasus Points to get exclusive Burch Merch!

The C.Y.A. Plan

Be entered into our quarterly drawing for The C.Y.A. Plan - Plus once you have 50 points!

How It Works & Getting Started

The first step is to sign up for the VIP Client Circle by filling out the sign up form on this page. Once you're signed up, we'll send you an email with everything you need to get started; this will include your own referral link that you will use to send to those you want to refer our way!

You’ll receive an email from us with detailed instructions and a unique referral link. This link is key! You'll share it with anyone who could benefit from our estate planning services.

When someone uses your referral link, they can choose from five options to get started with us:

  1. Take the Burch Law Quiz: What Type of Estate Plan Do I Need? Answer 7 questions and receive a free report on what type of plan you may need.
    • Points: 5
  2. Download our Estate Planning Guide: What Every Texan Needs to Know About Wills, Trusts & Estate Plans
    • Points: 5
  3. Join One of Our Weekly Webinars: What Every Texan Needs to Know About Wills, Trusts & Estate Plans
    • Points: 5
  4. Schedule an Initial Call with our Team: This is where we learn more about you and your situation and get started
    • Points: 20
  5. Host a "Wine About Wills, Taco Bout Trusts" Event: This can either be an in person or virtual seminar with Lorie Burch on Wills, Trusts & Estate Plans
    • Points: 50

For each action your referral takes, you earn points! Different actions are worth different amounts of points, so the more engaged your referrals are, the more points you collect.

You can redeem your points at any time in our exclusive Burch Merch Shop.

We’ll notify you each time your referral completes one of the actions, so you can track your progress and see your points grow.

Burch Law
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