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

Majestic Kit Estate Planning Kit Bundle

Majestic Kit Estate Planning Kit Bundle
Majestic Kit, Estate planner

The Majestic Kit Estate Planner
(THIS BUNDLE OPTION IS FOR THE SAME NAME ON EVERY BINDER YOU SELECT).
Eliminates the slipcase. Designed as a self-contained unit with extra strength construction which provides a complete package to house all your pertinent business records. A 1 1/4" 3 locking "D" ring will securely hold your important documents for storage or travel. Choice of Black or Burgundy.

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

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) * 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)

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-Maj1  
Weight 3.00 lbs
Choose Kit Color
Deletions
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From: $ 62.00
Quantity Price
4-9 Items $ 56.00
10-24 Items $ 54.00
25+ Items $ 52.00
*Note:
Quantity   


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