Contact Information Update Form

For estate planning clients whose original documents are held in our vault.

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Full Name*

Spouse’s Name (if applicable)

Current Mailing Address

Address Line 1*

Address Line 2

City*

State*

ZIP Code*

Phone Number*

Email*

Alternate Phone Number

Alternate Email

Instructions for Storage of Original Estate Planning Documents:

Please continue to hold my original estate planning documents in your vault. I acknowledge the biennial storage fee policy.

I no longer request storage of our original documents. Please send them to me at the address above.

The original documents in your vault have been revoked or superseded. I direct that you shred them.

Questions or Comments

If you have any questions or comments, or if you would like to discuss updates or changes to your estate plan, please comment below. Also, please comment on any recent change in your marital status (i.e. divorce or death) so we may update our records.

Details

Disclaimer

Disclaimer: The use of the internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form. By submitting this form you accept the Terms of Use and Privacy Policy.

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Let Us Know How We Can Help

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Phone

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Name

Email*

Phone*

Message

Disclaimer

SMS/Text Communication

I agree to receive SMS/text communications from Birch Horton Bittner & Cherot. Message/data rates may apply. Reply STOP to opt out.

Disclaimer Acknowledgment*

I Have Read The Disclaimer*

By providing a telephone number and submitting the form, you are consenting to be contacted by SMS text message and agreeing to our Privacy Policy. Message frequency may vary. Message and data rates may apply. Reply STOP to opt out of further messaging. Reply HELP for more information.