Estate Organizer

Available in red or blue

10% OFF THE SHELF ESTATE PLANNING PORTFOLIO (PROMO CODE OFFSHELF10 TO GET YOUR DISCOUNT)

The off the shelf estate planning binders for your client's estates. These elegant padded, three D ring binders come in two colors (red or blue) and are available in three capacities, 1", 1 1/2" and 2 1/2". Also included in each binder, is our exclusive front pocket which can hold your documents, a CD and two business cards. You can add our 18 tab estate sets for easy filing of your documents and have an impressive presentation binder to give to your customers at out-of-stock pricing.

18 position tabs

YOU CAN ADD TABS TO YOUR ORGANIZER TWO WAYS:
Select the check box below to order your prepacked 18 tabs selection
1.- Prepacked 18 tabs selection:

* PERSONAL & FAMILY HISTORY	*TAX RETURNS	*FINANCIAL-ASSETS
*DURABLE POWER OF ATTORNEY	*GIFT TAX TRANSFERS	*BANK STATEMENTS
*ADVANCE HEALTH CARE DIRECTIVES/PROXIES	*PERSONAL PROPERTY TRANSFERS	*BROKERAGE ACCOUNT STATEMENTS
*WILLS	*FUNERAL ARRANGEMENTS	* FINANCIAL LIABILITIES
*TRUSTS	*IMPORTANT DOCUMENTS LOCATOR	*INSURANCE
*DEEDS	*MISCELLANEOUS	*CORPORATE/PARTNERSHIP AGREEMENTS

24 position tabs

2.- E-MAIL US OR CALL US TO SELECT YOUR TABS FROM THIS LIST.

* PERSONAL & FAMILY HISTORY	* FINANCIAL-ASSETS
* DURABLE POWER OF ATTORNEY	* BANK STATEMENTS
* ADVANCE HEALTH CARE DIRECTIVES/PROXIES	* BROKERAGE ACCOUNT STATEMENTS
* WILLS	* FINANCIAL-LIABILITIES
* TRUSTS	* INSURANCE
* DEEDS	* CORPORATE/PARTNERSHIP AGREEMENTS
* TAX RETURNS	* DISABILITY DOCUMENTS
* GIFT TAX TRANSFERS	* LIVING WILL
* PERSONAL PROPERTY TRANSFERS	* DECLARATION OF GUARDIAN
* FUNERAL ARRANGEMENTS	* CUSTODY STATEMENTS/DOCUMENTS
* IMPORTANT DOCUMENTS LOCATOR	* INSURANCE
* MISCELLANEOUS	* MARRIAGE/DIVORCE DOCUMENTS

Personal data sheets

ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL YOUR FAMILY DATA.
Select the check box to add our personal information sheets to your set to complete your portfolio.

* PERSONAL AND FAMILY HISTORY & INFORMATION
* ASSETS LISTING
* LIABILITY LISTING
* FUNERAL ARRANGEMENTS
* IMPORTANT DOCUMENTS LOCATOR