Available in red or blue |
10% OFF THE SHELF ESTATE PLANNING PORTFOLIO (PROMO CODE OFFSHELF10 TO GET YOUR DISCOUNT)
The off the shelf estate planning binders for your client's estates. These elegant padded, three D ring binders come in two colors (red or blue) and are available in three capacities, 1", 1 1/2" and 2 1/2". Also included in each binder, is our exclusive front pocket which can hold your documents, a CD and two business cards. You can add our 18 tab estate sets for easy filing of your documents and have an impressive presentation binder to give to your customers at out-of-stock pricing. |
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18 position tabs |
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24 position tabs |
2.- E-MAIL US OR CALL US TO SELECT YOUR TABS FROM THIS LIST.
| * PERSONAL & FAMILY HISTORY |
* FINANCIAL-ASSETS |
| * DURABLE POWER OF ATTORNEY |
* BANK STATEMENTS |
| * ADVANCE HEALTH CARE DIRECTIVES/PROXIES |
* BROKERAGE ACCOUNT STATEMENTS |
| * WILLS |
* FINANCIAL-LIABILITIES |
| * TRUSTS |
* INSURANCE |
| * DEEDS |
* CORPORATE/PARTNERSHIP AGREEMENTS |
| * TAX RETURNS |
* DISABILITY DOCUMENTS |
| * GIFT TAX TRANSFERS |
* LIVING WILL |
| * PERSONAL PROPERTY TRANSFERS |
* DECLARATION OF GUARDIAN |
| * FUNERAL ARRANGEMENTS |
* CUSTODY STATEMENTS/DOCUMENTS |
| * IMPORTANT DOCUMENTS LOCATOR |
* INSURANCE |
| * MISCELLANEOUS |
* MARRIAGE/DIVORCE DOCUMENTS |
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Personal data sheets |
ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL
YOUR FAMILY DATA.
Select the check box to add our personal information sheets to your set to complete your portfolio. |
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