The Royal Kit Estate Planner
(THIS BUNDLE OPTION IS FOR THE SAME NAME ON EVERY BINDER YOU SELECT).
Is a Rugged, Extra Strength Binder with Durable Metal Hinges, which will last a lifetime. The Name of the Estate Plan is Hand Embossed in gold on a rounded spine. This Binder is attractively detailed in gold and comes with a matching slipcase. Available in Black, Green or Burgundy & Black.
What a full kit contains:
1) Binder with name embossed on the spine
2) Slipcase
3)18 Index Tabs
4)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) *
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 |
|