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)
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18 position tabs
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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 |
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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 |
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