Client Forms

These documents are for new clients who need to provide information for their estate planning documents.

File TypeFile NameDescription
pdf fileWelcome Letter and Intro to Lorie Burch’s PracticeAll Clients: Please print out this document. Read it. Bring it to your first meeting.
pdf fileSingle Preliminary WorksheetSingle Clients: Please complete this worksheet and bring it to your first meeting
pdf fileMarried Preliminary WorksheetMarried Clients: Please complete this worksheet and bring it to your first meeting.
pdf filePartner Preliminary WorksheetUnmarried Clients: If you are in a partnership, 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 TypeFile NameDescription
word fileLetter to Executors AgentsThis 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.
word fileWill MemorandumThis is the electronic version of the document provided to you at the signing of your Will. You may use this document to record essential information and to specify who should receive certain personal items upon your death.
pdf fileClosing LetterThis 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.