Corpkit Legal Supplies :: Estate Planners :: Custom Estate Planner Bundle :: CorpKit Estate Planning Kit Bundle

CorpKit Estate Planning Kit Bundle

    CorpKit Estate Planning Kit Bundle
Estate Planner, corpkit

The CorpKit Estate Planner
(THIS BUNDLE OPTION IS FOR THE SAME NAME ON EVERY BINDER YOU SELECT).
Our most popular Estate Kit has the added value of the 3 locking "D" ring. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards. The name is engraved on a brass or black plate affixed to the spine of the binder

Instructions
* Name of Estate Planner must be typed in the way that it will appear on the Binder. (i.e. The Estate Plan of Mary Jones or The Jones Family Estate Plan).

What a full kit contains:
1) Binder with name embossed on the spine
2) 18 Index Tabs
3) Fillable Personal Data Sheets
 

18 standard estate planner tabs
18 position tabs
Included are our prepacked 18 tabs which are 3 banks are as follows:
*PERSONAL & FAMILY HISTORY
*DURABLE POWER OF ATTORNEY
*ADVANCED HEALTH CARE DIRECTIVES/PROXIES
*FINANCIAL-ASSETS
*BANK STATEMENTS
*BROKERAGE ACCOUNT STATEMENTS
*WILLS
*TRUSTS
*DEEDS
TAX RETURNS
*GIFT TAX TRANSFERS
*PERSONAL PROPERTY TRANSFERS
*FUNERAL ARRANGEMENTS
*IMPORTANT DOCUMENTS LOCATOR
*MISCELLANEOUS
*FINANCIAL-LIABILITIES
*INSURANCE
*CORPORATE/PARTNERSHIP AGREEMENTS

All the forms and information sheets needed to record all your family data.
Add our personal information sheets to your set to complete your portfolio.
Personal information sheets included are:
* PERSONAL AND FAMILY HISTORY & INFORMATION
* ASSETS LISTING
* LIABILITY LISTING
* FUNERAL ARRANGEMENTS
* IMPORTANT DOCUMENTS LOCATOR

 

SKU EST-C4  
Weight 3.00 lbs
Decorate
Choose Kit Color
Deletions
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* Ship to
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From: $ 46.00
Quantity Price
4-9 Items $ 23.75
10-24 Items $ 22.50
25+ Items $ 21.95
*Note:
Quantity   


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