Client Forms

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

File Type File Name Description
pdf file Welcome Letter and Intro to Lorie Burch’s Practice All Clients: Please print out this document. Read it. Bring it to your first meeting.
pdf file Single Preliminary Worksheet Single Clients: Please complete this worksheet and bring it to your first meeting
pdf file Married Preliminary Worksheet Married Clients: Please complete this worksheet and bring it to your first meeting.
pdf file Partner Preliminary Worksheet Unmarried 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 Type File Name Description
word file 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.
word file Will Memorandum This 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 file 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.