Corpkit Legal Supplies :: Estate Planners :: Off The Shelf Estate Planners :: Off the Shelf Estate Planner Kit with Personal Data Sheet (Displayed Price Is For 4 Sets )

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Off the Shelf Estate Planner Kit with Personal Data Sheet (Displayed Price Is For 4 Sets )

Estate Planner Binder with Personal Data Sheet
Available in Red or Blue.

Our new Estate Planning Portfolios with 3 ring slant D rings. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards
These portfolios offer a secure, professional and durable way for estate lawyers and financial planner to present their work to clients.
A great gift for new homeowners!
Binders can be personalized with your name, logo and other specific company information for an additional cost as shown in the second table below.

18 position tabs
Option: Included are our prepacked 3 banks of 18 tabs 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

Included 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

Our Estate Planning Portfolios come in 3 different sizes.

Sized based on internal rings, not the binders spine.

1" - Holds up to 200 sheets of 20lb Paper.(Spine Measures 2")
1.5" - Holds up to 300 sheets of 20lb Paper.(Spine Measures 2.5")

2.5" - Holds up to 500 sheets of 20lb Paper.(Spine Measures 3.5")

Prices listed below are per binder, except for one time customization setup fee.

Binder Sizes

Quantity 1" 1.5" 2.5"

4 $13.86 $14.40 $15.03

5 to 8 $13.09 $13.60 $14.20

9 to 16 $12.32 $12.80 $13.36

17 to 24 $11.94 $12.40 $12.94

25 to 50 $11.55 $12.00 $12.53

51 to 100 $11.17 $11.60 $12.11

101 to 250 $10.66 $11.04 $11.52

Stamping Costs

Price Per Binder One Time Setup Fee

$2.00 $25.00

Example of Final Order:

Binder Quantity = 10
Quantity = 2
----------------------------------
Total Amount of Order = 20

Do Not Change Quantity unless You Wish to Multiply Binder Order.

Quantity

Prepacked sets of
18 Position Index Tabs

Personal Data Sheets

4

$4.45

$4.00

5 to 8

$4.20

$4.00

9 to 16

$3.95

$4.00

17 to 24

$3.20

$4.00

25 to 50

$2.95

$4.00

51 to 100

$2.95

$3.50

101 to 250

$2.50

$3.00