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Current Client Corner
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All of our clients are eligible for a one year membership in DocuBank, online emergency access to important documents.
If you haven't signed up yet, watch this short video to learn the benefits of the complimentary program:
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Where to keep your Will Will & other important documents?
Always Keep Your Original Will in a Safe Place; Ensure that your Executor and Power of Attorney Agents know where to locate your documents
Many courts in Texas have difficult restrictions to probating a copy of the Will. In the absence of an original, the court assumes that the Will was revoked. So it's vital that you keep your Will with the original signatures in a very safe place. I recommend keeping your documents in at home - preferably a fire-proof safe. Some suggest keeping your documents in a safe deposit box because it will protect the documents from theft, fire, accidental loss, and most other types of damage or harm. A potential problem, though, is getting it opened after your death. If you decide to keep your estate planning documents in a safe deposit box, consider naming a family member or your executor as a joint holder on the box. That should simplify matters following your death because someone will be able to get into the box without delay. You may also need access to the documents when the bank is not open. A pre-drafted letter is available on our website that you can provide to family or loved ones to let them know where you keep this vital planning: Click Here for the Letter!
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Happy New Year!
I hope you all had a wonderful holiday season. If you are like me, your new year is kicking into full gear! In this newsletter you will find: - Information on my next seminar on the importance of Wills, trusts, and other planning as well as vital updates for my current clients
- A special invitation to network, mix, and mingle with the National Board of the American Women's Association!
- Other important information for your new year!
As always, our firm is here to serve you and your family with any questions and guidance. I look forward to seeing YOU at one of these events! Very truly yours,
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NEW YEAR SEMINAR!
Perfect for current clients and for those who want to learn why "if you don't have a Will, the state of Texas has one for you!"
* Learn about the importance of Wills, trusts, powers of attorney, and probate in Texas.
* For current clients and business associates, learn what other planning is needed to prepare your loved ones, such as beneficiary designations, Will memorandums, and our online emergency document access program.
Invite a friend, family member, or neighbor!
WHEN: Thursday February 6, 2014, 6 pm to 7:30 pm
WHERE: Law Office of Lorie L. Burch
7920 Belt Line Road First Floor, Training Room A Dallas, TX 75254
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Hail to the Chief!
Lorie was recently elected as the National President of the American Business Women's Association (www.abwa.org) and is thrilled to take the helm of the Nation's premier business association dedicated to developing women in business, leadership, and education.
The entire National Board will be in the DFW area next week and Lorie would love to invite YOU to our special Meet & Greet! We hope to see you there!
When: January 24, 2014 at 6:30 pm Where: Love & War in Texas 601 E. Plano Parkway, Plano, TX 75074
Give these amazing leaders from all over the country a big ol' Texas Howdy to the Board members, and when you're done meetin' and greetin', stick around for dinner and live music!
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Lorie Burch Law Office of Lorie L. Burch ,
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