Welcome to the exclusive Burch Law Estate Blueprint Designer! This tool was designed by me personally after decades of experience in estate planning and probate. This is a customized questionnaire to help you think through some key decisions whether it is who you want as your executor, how do you want your money and assets to be distributed, and do you want a Will or a Revocable Living Trust.

Most people complete the questions in about 15-20 minutes. Once you submit it, it will create an overview of what your estate planning documents may look like.

Here are a few tips before you begin:

1. Do not overthink this! These are only preliminary questions to get you thinking and brainstorming. These are NOT final decisions. All answers will be reviewed with a qualified attorney and can be changed.
2. It’s extremely helpful to have this completed BEFORE you meet with us as it will not only save time by collecting some clerical information, but it will help us dive right into your needs, goals, and questions.
3. The Estate Blueprint Designer is not meant to account for every scenario, so fill it out the best you can, and we can always tweak your drafts once you’ve submitted.
4. Before you submit, you will be able to list any questions you have that you didn’t feel were covered or to add any additional information you would like us to know.

That’s it! Please reach out if you have any questions.